SaaS Analytics Beyond Your Payment Dashboard

Guided Analytics

MRR Breakdown Dashboard

A guided look at where your subscription revenue comes from — and what's changing.

Current MRR with instant month-over-month comparison
MRR movements chart showing revenue added and lost per month
Plan-level breakdown with customer count and percentage change
ARPU, net revenue, and refunds on a single summary card
Top customers ranked by current monthly contribution

See your current MRR, monthly movements, plan-level splits, ARPU, and top customers in one narrative-driven dashboard — no SQL, no digging, no mental math.

AI-Powered

ChartsyAI Visualization

Ask a question. Get a chart. No SQL required.

Ask questions like 'What's my MRR trend for the last 6 months?'
Instantly generate line charts, bar charts, and tables
Customize, rename, and download any chart
Save your most useful charts to a dashboard
Works with Stripe, Paddle, and BigCommerce data

Turn any question about your Stripe, Paddle, or BigCommerce data into a chart in seconds - no SQL, no spreadsheets, no analyst needed.

AI Chat

ChartsyAI Chatbot

Ask why, not just what.

Ask follow-up questions and dig deeper into any metric
Get plain-language explanations of why metrics changed
Understand why MRR dropped, who churned, or what drove revenue spikes
Available directly inside your Chartsy dashboard
Powered by the latest AI models with full awareness of your data

A conversational AI that answers questions about your revenue data in real time - including the hard ones, like why MRR dropped or which customers are about to churn.

Deep Insights

Metadata Analytics

Your tags and custom fields, finally queryable.

Analyze customers by custom metadata fields from Stripe or Paddle
Segment subscriptions by plan, trial status, coupon code, or any attribute
Understand which customer properties correlate with retention or churn
Build reports using the tags and labels you've already created
No setup required - works automatically with your existing data

Analyze your Stripe and Paddle data by the custom fields and metadata you've already been adding - acquisition source, plan type, company size, coupon code, and any other attribute attached to your customers and subscriptions.

Privacy & Compliance

GDPR-Mode Synchronization

Full analytics. No personal data stored.

Personal data is simply not saved - no names, emails, or PII ever reach Chartsy
Stripe or Paddle customer ID used for customer metrics - no personal data needed
Meets GDPR, CCPA, and similar data protection requirements
Enable at connection time - no code changes or reconnection needed
DPA available for enterprise and regulated industry requirements

Connect your Stripe or Paddle data to Chartsy without sending personally identifiable information to our servers - designed for businesses operating under GDPR, CCPA, or strict enterprise data requirements.

Automated Reports

Weekly Email Report

Your business health, delivered every week.

Automatic weekly summary of subscribers, MRR, churn, and refunds
Plan performance table showing activity per pricing tier
Customer churn chart and geographic distribution included
Sent to your inbox - no manual work or dashboard login required
Powered by your live Stripe or Paddle data

A automatically generated weekly summary of your key SaaS metrics - subscribers, MRR, churn, plan performance, and geographic distribution - delivered to your inbox without any manual work.

Quick Start

Dashboard Templates

Useful from the first sync.

Four pre-built templates ready after your first data sync
Revenue Analytics, Early-Stage SaaS, Pricing and Plans, and Blank Canvas
Each template is pre-populated with your real data - no manual setup
Fully customizable - add, remove, and rearrange any chart
Blank Canvas lets you ask any question with ChartsyAI

Four ready-to-use dashboard templates that activate the moment your initial data sync completes - so you get real insights about your SaaS immediately, without building anything from scratch.

Fully Custom

Custom Dashboards

Every chart you actually want. Nothing you don't.

Build a dashboard entirely from questions you ask ChartsyAI
No chart-builder UI, dropdowns, or data-model knowledge required
Start from a template or from nothing - fully custom either way
Add, remove, and rearrange charts as your business questions change
Reflects your specific metadata, segments, and pricing structure

Build a dashboard entirely your own by asking ChartsyAI questions and saving the charts that matter - not locked into a fixed template or a vendor's idea of what your business should track.

Daily Digest

Daily Briefing

Know what happened today before you ask a single question.

Automatic daily summary every time you open the ChartsyAI Chatbot
MRR and active subscriber change versus yesterday
New subscribers, churn, renewals, and cancellations due today
Failed payments flagged in red, the same day they happen
Payments collected and net revenue for the day

Every time you open the ChartsyAI Chatbot, it greets you with a summary of today's business activity - MRR movement, new and churned subscribers, renewals, and failed payments - compared to yesterday.

Goal Tracking

Growth Goals & Challenges

Turn your MRR target into a habit, not a number you wrote down once.

Set a goal for MRR, subscriber count, or both
Live progress tracked automatically from connected billing data
Challenges layer milestone-based structure on top of a single target
No manual updates - progress recalculates with every sync
Works directly with Share Progress for public or private updates

Set an MRR or subscriber goal and track live progress toward it from your connected Stripe or Paddle data, with Challenges layering a gamified, milestone-based structure on top to keep momentum going over a multi-month push.

Build in Public

Share Progress

Build in public without publishing your exact revenue.

Generates a ring chart and percentage image from your live data
Privacy toggle hides the exact dollar figure, shows percentage only
Regenerates automatically - open it any time for current progress
Requires an active goal set in the Goals section
Built for X/Twitter posts, mastermind groups, or accountability partners

Generate a branded, shareable image showing live progress toward a Chartsy goal - a ring chart and a percentage, built from your Stripe or Paddle data - with a privacy toggle that shows percentage-to-goal without ever exposing the underlying dollar figure.

Features built for founders who care about their numbers