Analysis Types

Revenue by Plan Tier

Understand revenue distribution:

### Revenue Distribution by Plan

| Plan | Customers | MRR | % Revenue | % Customers |
|------|-----------|-----|-----------|-------------|
| Enterprise | 25 | $7,475 | 42% | 8% |
| Pro | 150 | $7,425 | 42% | 50% |
| Starter | 125 | $2,850 | 16% | 42% |
| **Total** | 300 | $17,750 | 100% | 100% |

### Insights

- **Enterprise** drives 42% of revenue with only 8% of customers
- **Pro** is the sweet spot: balanced revenue and customer share
- **Starter** may be underpriced (42% of customers, 16% of revenue)

Upgrade/Downgrade Patterns

Track plan migrations:

### Plan Migration Analysis - Last 90 Days

#### Upgrades (+$5,200 MRR)
| From | To | Count | MRR Impact |
|------|-----|-------|------------|
| Starter | Pro | 45 | +$3,150 |
| Pro | Enterprise | 10 | +$2,000 |
| Trial | Starter | 30 | +$870 |

**Upgrade Rate:** 12% of eligible customers

#### Downgrades (-$1,800 MRR)
| From | To | Count | MRR Impact |
|------|-----|-------|------------|
| Enterprise | Pro | 5 | -$1,000 |
| Pro | Starter | 12 | -$840 |

**Downgrade Rate:** 4% of paid customers

#### Net Movement
**Net Plan Change MRR:** +$3,400

Time-Based Analysis

Understand when billing events occur:

### Billing Event Timing

#### Upgrades by Day of Month
Most upgrades occur:
1. Day 1-3 (after seeing monthly limit)
2. Day 15 (mid-month evaluation)
3. Day 28-31 (before renewal)

#### Downgrades by Subscription Age
| Age | Downgrade % | Reason |
|-----|-------------|--------|
| 0-3 mo | 2% | Wrong plan initially |
| 3-6 mo | 4% | Testing value |
| 6-12 mo | 6% | Budget review |
| 12+ mo | 3% | Stable usage |

#### Churn by Day of Week
Most cancellations: Monday (budget reviews)
Fewest cancellations: Friday (distracted)

Billing Analysis Output

When analyzing billing, provide:

## Billing Analysis Report

**Period:** [Date Range]
**Total Customers:** [N]
**Total MRR:** $[amount]

### Revenue Mix

| Category | MRR | % | Trend |
|----------|-----|---|-------|
| Monthly billing | $[X] | [%] | [↑/↓/→] |
| Annual billing | $[Y] | [%] | [↑/↓/→] |

### Plan Performance

| Plan | ARPU | Retention | LTV | Health |
|------|------|-----------|-----|--------|
| Enterprise | $[X] | [%] | $[X] | [🟢/🟡/🔴] |
| Pro | $[X] | [%] | $[X] | [🟢/🟡/🔴] |
| Starter | $[X] | [%] | $[X] | [🟢/🟡/🔴] |

### Pricing Insights

1. **[Insight 1]**: [Data point] → [Recommendation]
2. **[Insight 2]**: [Data point] → [Recommendation]
3. **[Insight 3]**: [Data point] → [Recommendation]

### Optimization Opportunities

| Opportunity | Est. Impact | Effort |
|-------------|-------------|--------|
| [Opportunity 1] | +$[X] MRR | [Low/Med/High] |
| [Opportunity 2] | +$[X] MRR | [Low/Med/High] |

Pricing Optimization

Price Sensitivity Analysis

Price Point	Conversion	Revenue/Customer	Total Revenue
$19/mo	8%	$19	$1,520
$29/mo	6%	$29	$1,740
$39/mo	4.5%	$39	$1,755
$49/mo	3%	$49	$1,470

Feature-Based Pricing

Analyze which features drive upgrades:

### Feature Usage by Plan

| Feature | Starter | Pro | Enterprise |
|---------|---------|-----|------------|
| Core feature | 95% | 98% | 100% |
| Advanced feature | 12% | 78% | 95% |
| Premium feature | 0% | 15% | 82% |

### Upgrade Triggers

| Feature | Upgrade Correlation |
|---------|-------------------|
| API access | +65% upgrade rate |
| Team features | +45% upgrade rate |
| Advanced reports | +30% upgrade rate |

Annual vs Monthly

Analyze billing frequency preference:

### Billing Frequency Analysis

| Metric | Monthly | Annual |
|--------|---------|--------|
| Customers | 240 (80%) | 60 (20%) |
| MRR | $12,000 | $6,000 |
| Avg LTV | $1,200 | $2,400 |
| Churn rate | 5%/mo | 2%/mo |
| Discount offered | 0% | 20% |

### Recommendation

Annual billing customers:
- 2.5x lower churn
- 2x higher LTV
- Consider increasing annual discount to 25% to drive adoption

Churn Correlation Analysis

Identify Churn Predictors

### Churn Correlation Factors

| Factor | Churn Rate | vs Baseline | Correlation |
|--------|------------|-------------|-------------|
| Monthly billing | 5.2% | +2.1% | Strong |
| < 3 team members | 4.8% | +1.7% | Strong |
| No integrations | 4.5% | +1.4% | Medium |
| Low login freq | 4.2% | +1.1% | Medium |
| No support contact | 3.8% | +0.7% | Weak |
| **Baseline** | 3.1% | - | - |

### High-Risk Segments

1. **Monthly + < 3 team members**: 7.2% churn (2.3x baseline)
2. **Monthly + No integrations**: 6.1% churn (2x baseline)
3. **Low usage + No support**: 5.5% churn (1.8x baseline)

Stripe Queries

Revenue by Plan

# Get subscriptions by price
stripe subscriptions list --price=price_starter
stripe subscriptions list --price=price_pro
stripe subscriptions list --price=price_enterprise

Billing History

# Get customer invoices
stripe invoices list --customer=cus_xxx

# Get all invoices for analysis
stripe invoices list --created[gte]=1704067200 --limit=100

Optimization Recommendations

Common Optimizations

Finding	Recommendation	Expected Impact
Many downgrades at feature limit	Add usage-based tier	+10% retention
Low annual adoption	Increase annual discount	+15% LTV
High churn at month 3	Add month-2 check-in	-20% churn
Enterprise underpriced	Raise prices for new	+25% ARPU

Pricing Test Ideas

Value metric change: Per-seat vs per-usage
Tier restructure: Add middle tier or remove bottom
Feature repackaging: Move feature to higher tier
Discount strategy: Annual vs monthly incentives

Quick Reference

Key Ratios

Ratio	Formula	Healthy
ARPU	Total MRR / Customers	Growing
Revenue/Customer Concentration	Top 10% customers' MRR / Total	< 40%
Annual Billing %	Annual MRR / Total MRR	> 30%
Upgrade/Downgrade Ratio	Upgrades / Downgrades	> 3:1

Warning Signs

Signal	Issue	Action
Downgrade spike	Pricing too high	Review pricing
Low upgrade rate	Feature gap	Improve value prop
High churn on one plan	Plan-specific issue	Investigate
Revenue concentration	Customer risk	Diversify

Integration with Other Skills

Use stripe-webhooks for real-time billing events
Use subscription-lifecycle for customer context
Use revenue-recognition for overall metrics
Feed insights to churn-detection for targeting

billing-analysis

Billing Analysis

Configuration