The customer looks to reconcile the Active subscription count using the report “Active Subs by Plan”.
Scenario #1: Reconciliation using Total Active Paid subscriptions:
Reconciliation can be performed by comparing and then reconciling the numbers from the two reports “Total Active Paid subscriptions“ and Paid Subscription Breakdown because reconciliation of subscriptions counts not just includes the Activations and Churn. There are other parameters as well to be considered for which we do not have the “By Plan“ segmented reports.
- Active to Trial •
Therefore, Follow the below steps to perform reconciliation part for the Feb month here.
Apply the Filter as Current Plan Name as the two plans (examples)
Total Active Paid Subscription in the end of Jan = 7408 (Check Total Active Paid subscription )
Check Paid Subscription Breakdown :
New Subs in Feb = 424
Reactive Subs = 1
Free to Paid = 290
Churn = (904)
Downgrades = (2)
7408 + (424+1+290) - (904) = 7219
Total Active Paid Subs at the end of Feb = 7219 (Check Total Active Paid subscription )
Follow the below steps on the customer’s site. Select one plan alone Messari-Pro-USD-Monthly.
As per the calculations, the subscription count end up as 3553 with a difference of 2 in subs count. On checking further into Plan Movement Report, you could make the below observations.
Plan Movement Report:
No. of subscriptions moved from Monthly to some other plans : 11
No. of subscriptions moved from some other plans to Monthly : 14
So, tallying gives the count as 3 .
On checking each of the subscriptions, you could find that the Sub sub_1MMk4mGNJpsD1T63Kju6Zxv9 was from Active 04-Jan-2023 22:25:08 EST and has changed the Plan from Messari-Pro-USD-Monthly: to Messari-Enterprise-USD-Every-6-months by Feb.
Therefore, this count of 1 will be negated.
Therefore, we could now come to a count of 2 which is the actual difference we got from the calculation above (3553)
As per the calculations, the subscription count end up as 4046 with a difference of 4 in subs count. On checking further into Plan Movement Report , I could make the below observations. Plan Movement Report:
No. of subscriptions moved from Yearly to some other plans : 14
No. of subscriptions moved from some other plans to Yearly : 10
So, tallying gives the count of 4 which is the exact number of difference in the calculation we made.
Therefore, it is this much of manual efforts that is required when you try to reconcile the numbers with the “Total Active subscriptions by Plan“ .
Therefore, it is always suggested to go with the reconciliation option of using Paid Active Subs by Plan“ plan report, because, atleast, for this, we do have breakdown metric as mentioned below.
Ref JIRA : https://mychargebee.atlassian.net/browse/ASEL2-19426