Subscription program retention analysis

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In the dashboard

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Recommended tables

• Orders: obt_orders
• Order lines: obt_order_lines
• Customers: obt_customers

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Key concepts

• Subscription orders can be flagged in obt_orders through fields such as is_subscription_order and is_recurring_subscription_order.
• Subscription lines can be flagged in obt_order_lines through fields such as is_order_line_subscription, order_line_type, and subscription_order_sequence.
• If you’re validating against your subscription platform, start by aligning the definition of active, new, and cancelled.
• If the cart can mix subscription and one-time items, line-level analysis is usually more accurate for product questions.

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Suggested workflow

1. Filter to valid orders: is_order_sm_valid = TRUE.
2. Choose the right grain:
   • use obt_orders for customer retention and order-level subscription reporting
   • use obt_order_lines for mixed carts, bundles, free gifts, and product-level subscription questions
3. Analyze:
   • subscription order frequency
   • time between subscription orders
   • churn proxy (no subscription orders in X days)
   • product mix inside subscription carts
4. If you have a direct integration, reconcile key counts to the source platform.

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Example: order-level subscription retention trend

SELECT
  DATE_TRUNC(DATE(order_processed_at_local_datetime), MONTH) AS month_start,
  subscription_order_sequence,
  COUNT(*) AS order_count,
  SUM(order_net_revenue) AS net_revenue
FROM `your_project.sm_transformed_v2.obt_orders`
WHERE is_order_sm_valid = TRUE
  AND is_subscription_order = TRUE
  AND order_processed_at_local_datetime >= DATETIME_SUB(CURRENT_DATETIME(), INTERVAL 365 DAY)
GROUP BY 1, 2
ORDER BY month_start DESC, subscription_order_sequence;

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Example: line-level subscription mix

SELECT
  order_line_type,
  subscription_order_sequence,
  COUNT(*) AS line_count,
  SUM(order_line_net_revenue) AS net_revenue
FROM `your_project.sm_transformed_v2.obt_order_lines`
WHERE is_order_sm_valid = TRUE
  AND order_processed_at_local_datetime >= DATETIME_SUB(CURRENT_DATETIME(), INTERVAL 180 DAY)
GROUP BY 1, 2
ORDER BY net_revenue DESC;

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Related resources

• Subscription Flags
• Order Type (sm_order_type)
• Why doesn’t ReCharge subscription data match SourceMedium reports?