Launch revenue, payment plans, refunds, and memberships - answered from the Stripe or Paddle account you already sell through.
Course and coaching businesses mix one-time sales, payment plans, and recurring memberships, which is exactly what generic subscription dashboards handle badly. Chartsy connects to your Stripe or Paddle account and answers the questions creators actually ask: how much the last launch made, which students have missed a payment-plan instalment, how many refunds came in during the guarantee window, and how your membership or coaching retainer is growing.
Course and coaching revenue analytics is reporting on how an education or coaching business makes money - launch and evergreen sales, payment-plan collections, refunds, and recurring memberships or retainers - built from your payment data rather than your course platform's student progress stats.
A cohort course with two launches a year, an evergreen course with a payment plan, a paid community for alumni, and a monthly coaching retainer can all run through the same Stripe account. A SaaS-style dashboard sees only the recurring part and calls the rest noise; a sales report sees only the one-time part.
Chartsy reads all of it, so you can ask the question that matters for your business this week: "How much did the September cohort bring in, net of refunds?" "How much payment-plan revenue is still to be collected?" "How many coaching clients have been with me more than six months?" Pin the answers you want to keep and ignore the rest.
No template to configure. Here are six cards a course creator pinned after their last launch:
A coach with a retainer business would pin a completely different set - and that's the point. Every card is a question you asked.
These are where most creators start. If you can ask it in a sentence, Chartsy can answer it from your Stripe or Paddle data.
How much did my last launch bring in?
$42,300 in the 10-day September launch: $27,600 from pay-in-full and $14,700 in first payment-plan instalments.
How much did I refund during the guarantee window?
$3,480 across 9 refunds in the first 14 days - 8.2% of launch revenue, down from 11% last launch.
Which students have missed a payment-plan instalment?
7 students have a failed instalment this month, worth $1,240 - three of them on their final payment.
How much payment-plan revenue is still to be collected?
$18,900 in scheduled instalments across 63 active payment plans, most of it due in the next three months.
Pay in full or payment plan - which do students choose?
61% chose the payment plan this launch, up from 48% - after you added the three-month option.
How is my membership or alumni community growing?
212 active members, up 18 this month, contributing $5,300/month in recurring revenue.
How long do my coaching clients stay?
Active retainer clients have been with you for 7.4 months on average; 4 of 14 have passed the one-year mark.
What's my revenue split between courses, coaching, and membership this quarter?
Courses 58%, coaching 27%, membership 15% - coaching is the steadiest month to month.
Which countries do my students buy from?
United States 44%, United Kingdom 13%, Australia 9% - worth checking before choosing launch webinar times.
| Task | Generic dashboard | Chartsy |
|---|---|---|
| Measure a launch | Filter payments by date range and add them up by hand | "How much did the September launch make, net of refunds?" |
| Track payment plans | Each instalment shows up as an unrelated payment or subscription | Collected, still to collect, and missed instalments in one answer |
| Understand refunds | A refunds list with no link to the launch or product | Refunds by product and launch, as a share of revenue |
| See the whole business | Subscription dashboards ignore one-time sales; sales reports ignore recurring revenue | Courses, coaching, and memberships side by side |
Whether you use Stripe Checkout, Payment Links, Paddle, or a course platform that connects to your own Stripe account, link it with read-only OAuth.
Type "How much did my last launch make?" or "Who missed a payment-plan instalment?" and get the answer and chart immediately.
Keep launch revenue, collections, refunds, and membership growth on one screen.
Course creators, cohort-based course runners, coaches, and consultants who sell through their own Stripe or Paddle account - whether through one-time sales, payment plans, memberships, or coaching retainers.
Ministry of Economy and Innovation
Startup AlbaniaThe Chartsy program is realized with the financial support of the Albanian Government through the Ministry of Economy and Innovation, under the Grant 2026 scheme, and is implemented by the Innovation4Albania Agency.