Sales Analytics Dashboard

Your sales analytics dashboard allows you to view a variety of metrics to best run your business. Learn how to set up your dashboard.

Overview

The sales analytics dashboard offers robust metrics to track and analyze the business growth of your school. These advanced business metrics offer insights into sales, conversions, subscriptions, refunds, failed payments, and more.

Create a Retool account

This sales dashboard is powered by Retool, a third-party platform for creating custom internal tools, like comprehensive dashboards. In order to view your Sales Analytics dashboard, you will first need to create a Retool account through Teachable.

To create a Retool account:

1. Navigate to the Sales > Analytics tab in your school admin.
2. Click on the View analytics button. You will be navigated to a sign up page (hosted by Retool).
   
3. Enter your name and create a password. Your Retool account will be associated with the Primary Owner email on your school.
   
4. Click Sign up.

View your reporting dashboard

Once you have set up your Retool account, you will have access to your Sales Analytics dashboard, which includes sales performance, enrollment, and subscription data. This data can be filtered by date range and by product.

Sales Performance:

Transactions Section

• Total purchase count: This is the total number of successful transactions that occurred within the specified window of time.
• Average order value (AOV): The average value of each individual transaction within the specified window of time. This is calculated by dividing the total revenue generated by the number of transactions.
• % of orders refunded: The proportion of transactions refunded as a proportion of the total number of transactions that occurred within a specified window of time.
• Product purchases count (over time): A line graph displaying the count of successful transactions over time on a daily, weekly, monthly, or annual interval.
• Product refund count (over time): A line graph displaying the count of refunded transactions over time on a daily, weekly, monthly, or annual basis.

Coupons Section

• Total multi-use coupon redemptions (top 8): A bar chart displaying the top 8 most redeemed coupons, and total coupon usage per product, within a specified window of time.
• Purchases with a coupon: Percentage of total transactions that used a coupon, within a specified window of time.
• Total sales via coupon: Overall revenue generated from transactions that used a coupon, within a specified window of time.
• Coupon AOV: The average value of each individual transaction that used a coupon, within the specified window of time. This is calculated by dividing the total revenue generated from transactions that used a coupon by the number of transactions that used a coupon.
• Total amount discounted: The cumulative dollar amount discounted from the product price as a result of coupon usage, within a specified window of time.
• Multi-use coupon redemptions over time (top 8): A line graph displaying the usage of your top 8 most redeemed coupons over time on a daily, weekly, monthly, or annual interval.

Free-to-paid Conversion Section

• Free-to-paid conversion rate: Measures the percentage of students enrolled in free products who then purchase a paid product, within a specified window of time. This metric is dictated by the time during which the subsequent purchase is made (example: if the initial free product enrollment is outside of the specified window but the subsequent purchase is within the specified window, that sale will be included in this conversion metric).
• Days-to-activation: The average length of time between a student’s free product enrollment and their subsequent purchase of a paid product.
• Top free products resulting in paid purchases: A bar chart displaying the free product that result in the most paid conversions, and total number of conversions per product, within a specified window of time.
• Free trial conversions: The number of free trial customers who convert to a paid version of a subscription, within a specified window of time.
• Free trial signups vs. conversions (over time): A bar chart displaying the number of free trial signups, converted users, and conversion rate over time on a daily, weekly, monthly, or annual interval.

Enrollments & Subscriptions:

Student Enrollment Section

• New students: The total number of students who have enrolled in your school, within a specified window of time.
• New subscribers: The total number of students who enrolled in a subscription or membership product, within a specified window of time.
• Average LTV per student: The average cumulative revenue that a student has generated as a customer of your school, taken by dividing the total number of students from your total sales.
• Average number of txns per student: The average count of transactions each individual student on your school has generated, within a specified window of time.
• New students vs. new subscriptions (over time): A bar chart comparing new student enrollments (non-subscription products) and new subscribers over time on a daily, weekly, monthly, or annual interval.

Subscriptions Section

• Table of active subscribers: A table of all current, active subscribers on your school. Includes student name, email address, product purchased, price, LTV, subscription start date, and upcoming expiration/renewal date. Table can be downloaded as a CSV.

• Monthly recurring revenue (MRR) - last 24 months: A line graph displaying monthly revenue from recurring products over the past 24 months. This line graph includes the total amount of predictable revenue for the current month.

• Active subscribers count: The total number of active subscribers on all subscription or membership products, over a specified window of time.

• Retention rate: The percentage of students who continue their subscriptions at the end of a billing cycle, within a specified window of time.

• Subscription cancellations: The count of subscriptions or memberships that were canceled within a specified window of time.

• Churn rate: The percentage of students who cancel a subscriptions before/at the end of a billing cycle, within a specified period of time.

• New subscribers vs. churn (over time): A bar chart comparing new subscribers and churned subscribers over time on a daily, weekly, monthly, or annual interval.

• Table of canceled subscriptions: A table of all canceled subscribers on your school. Includes student name, email address, product purchased, price, billing cycle, LTV, subscription start date, date of cancellation, and whether the subscription has already expired. Table can be downloaded as a CSV. (note: if the subscription hasn’t expired yet, a student can still renew their subscription. We recommend the usage of ‘winback’ campaigns for higher retention rates!)

• Number of recurring payments failed: The total count of failed recurring payments, within the specified period of time.

• At-risk subscriptions: Subscriptions that are currently a part of Teachable’s automatic payment failure retry process, where subscriptions will result in cancellation if not corrected by the student.

• At-risk payment plans: Payment plans that are currently a part of Teachable’s automatic payment failure retry process, where payment plan will result in cancellation if not corrected by the student.

• Table of failed recurring payments: A table of all failed recurring transactions on existing subscription and payment plan orders. Includes name of student, student email address, product, recurring payment type (subscription or payment plan), price, transaction ID, payment failure date, access expiration date, and current status of access. Table can be downloaded as a CSV.

Frequently asked questions

Who has access to the ‘Sales Analytics’ dashboard?

The Sales > Analytics tab within your Teachable Admin will be available to the Primary Owner of each Teachable school. The View analytics button on this page will link directly to the sign in page for your Retool account. Any Retool account you create through Teachable will be created using the Primary Owner’s email address.

If I have multiple schools, can I see my data for each school?

One Retool account can be made per school, as long as the Primary Owner’s email address associated with each respective school is unique.

What is Retool, and why is Teachable using Retool for this reporting function?

Retool is a widely used platform that allows Teachable to quickly build dashboards that integrate directly with our database through industry-accepted encryption products. By utilizing Retool, Teachable is better equipped to address the business reporting needs of our Creators. Retool has been leveraged by other well-known companies such as Amazon, Plaid, and Doordash.

Learn more about Retool.