Optimize Your Pricing, Increase Upgrades, and Reduce Churn
TL;DR
This dashboard shows how customers interact with your pricing tiers. Discover which plans generate the most revenue, see who upgrades or downgrades, and analyze retention by plan - so you can make data-driven pricing decisions and maximize revenue.
What this template contains
The Pricing and Plans Template focuses on how customers interact with your pricing structure. It helps you answer questions like:
- Which plan makes the most money?
- Where do customers upgrade or downgrade?
- Which pricing tier retains users best?
- Are customers choosing the plans you expect them to?
This template is essential for improving monetization and making informed pricing decisions.
Metric breakdown
MRR by plan
Shows how much monthly recurring revenue each pricing tier generates.
Why it matters
This tells you which plans actually drive your business. A plan with fewer customers may still generate the most revenue.
Customer distribution by plan
Shows what percentage of customers are on each pricing tier.
Why it matters
This helps you understand adoption patterns. If most customers are on your lowest tier, you may be underpricing or not clearly communicating the value of higher plans.
Upgrade and downgrade flow
Shows how customers move between plans over time.
Why it matters
This reveals:
- Whether customers are upgrading as they grow
- If pricing jumps are too large
- If users frequently downgrade due to cost or value issues
New customers by plan
Displays which plans new users choose when signing up.
Why it matters
This shows how your pricing is perceived by new customers and whether your entry plan is positioned correctly.
Plan change trends
Tracks how plan changes evolve over time.
Why it matters
Helps you identify:
- Long-term upgrade behavior
- Impact of pricing changes
- Whether customers grow with your product
Churn rate by plan
Shows how many customers cancel per plan.
Why it matters
High churn on a specific plan often indicates:
- Poor value perception
- Feature mismatch
- Pricing issues
This metric helps you identify which plans need improvement.
Average customer lifetime by plan
Shows how long customers stay on each pricing tier.
Why it matters
This helps you understand long-term value and which plans attract the most loyal users.
Plans with longer lifetimes often indicate:
- Better product fit
- Stronger perceived value
- Better pricing alignment
Pricing and Plans Template
When to use this template
Use this template when you want to understand how your pricing structure impacts revenue and retention.
It’s especially useful if:
- You’re testing or changing pricing
- You want to increase revenue per customer
- You’re analyzing upgrades and downgrades
- You want to optimize plan performance
What this template helps you answer
- Which plan generates the most revenue?
- Which plan retains customers best?
- Are users upgrading or downgrading?
- Is my pricing aligned with customer value?
- Should I adjust or remove certain plans?
How to get started
- Open the Pricing and Plans Template
- Review revenue and customer distribution by plan
- Analyze upgrade and downgrade behavior
- Compare churn across pricing tiers
- Use insights to refine your pricing strategy
Final note
Pricing has a direct impact on growth and retention.
This template helps you understand what’s working - and what’s holding you back.
Try Pricing and Plans Template at Chartsy.
