Subscriptions (CRM)
This is where you manage individual subscription records: which company booked which product on which plan, since when, at what revenue, and whether it auto-renews. Each subscription also keeps an event history showing what's happened since the contract started.
What can I do here?
- Create, edit, cancel, and reactivate subscriptions
- Filter and search by product, status, billing type, period, and auto-renewal
- Open a subscription to see details, billing periods, and the full event history
- View metrics such as MRR, ARR, and churn rate across all subscriptions (MRR = recurring revenue per month, ARR = that revenue projected to a year, churn rate = share of subscriptions cancelled in the period)
Step by step
- Create a new subscription: Click "New Subscription", choose a company and product, enter plan, amount per month, duration, and trial status if applicable, and save.
- Cancel a subscription: Open the subscription, choose "Cancel", and confirm — this action can be undone.
- Reactivate a subscription: Open a cancelled subscription and choose "Reactivate".
- Check details: Open a subscription to see billing periods, tariff price, and the full event history (start, renewal, cancellation, upgrade, downgrade, …).
Fields explained
| Field | Meaning | Notes/Effect |
|---|---|---|
| Company | The company the subscription belongs to | |
| Product | The SELLERLOGIC product booked | |
| Plan | Name of the booked tariff | |
| Status | Current state of the subscription | See "Values & statuses" below |
| Duration | Billing period of the plan | See "Values & statuses" below |
| Amount / Month | Monthly price of the plan | |
| Start Date / End Date | Beginning, or planned/actual end, of the subscription | |
| Auto-Renewal | Whether the subscription renews automatically | Affects whether it counts as "expiring soon" |
| Units Limit | Maximum usage volume, if the product is usage-based | |
| Billing Periods | Individual, already-billed or current periods of the subscription | Shows plan, amount, and whether it's the current period |
| Event History | Chronological list of all changes to the subscription | e.g. started, renewed, cancelled, upgrade, downgrade, reactivated |
Values & statuses
Status (subscription_status)
| Value | Plain-language meaning | What happens |
|---|---|---|
| Active | The subscription is running and paid | Counts toward MRR/ARR |
| Trial | The subscription is in a free trial period | No revenue attributed yet |
| Expired | The end date is in the past | |
| Inactive | The subscription is neither active nor in trial |
"Scheduled" is not a backend status of its own — it's a badge computed on the client: it appears automatically whenever a subscription's start date is in the future. It cannot be selected as a filter — the status filter only offers Active, Trial, Expired, and Inactive.
Duration (subscription_period_type)
Monthly, Yearly, Unlimited.
Billing type
Freemium, Paid — whether the subscription incurs cost at all.
Frequently asked questions
What's the difference between "Cancel" and "Delete"?
A cancelled subscription remains as a record with its full history and can be reactivated; there's no true delete function on this page.
Why does a subscription show status "Trial" even though it's flagged active?
The displayed status is derived from several fields (start/end date, trial flag, active flag) — a trial flag takes precedence over the plain active flag.
Where do I see the aggregate view across all products?
See Products & Subscriptions for the product-level analytics instead of individual subscription records.
How MRR, ARR and churn rate are calculated
All metrics are computed live when the page opens, across all subscriptions. What counts is not the stored active flag alone, but whether a subscription is actually active: marked active and without an end date that has already been reached.
| Metric | Calculation |
|---|---|
| MRR (monthly recurring revenue) | Sum of the amount per month of all actually active subscriptions. The stored amount is already a monthly value — yearly plans are not divided by 12. Trial subscriptions with a recorded amount are included. |
| ARR (annual revenue) | Simply MRR × 12. |
| Churn rate | Share of recently lost subscriptions: subscriptions cancelled or expired in the last 30 days divided by (currently active + those lost). A rolling 30-day window, as a percentage. |
Displayed status: the status per row is derived from several fields in a fixed order (first matching rule wins): Scheduled (start date in the future) → Expired (end date in the past) → Trial (trial flag) → Active (active flag) → otherwise Inactive. This is why the trial flag takes precedence over the plain active flag, and "Scheduled" arises purely from a future start date.
How to improve MRR and churn
The metrics reflect real contracts — they improve through sales and retention work, not through changes in the view:
- Prevent cancellations / reactivate. Every subscription lost in the last 30 days raises the churn rate; a reactivated subscription lowers it again immediately.
- Secure auto-renewal. Prevents silent expiries, which also count as churn.
- Upgrades and higher plans. A higher amount per month directly increases MRR and ARR.
- Manage trials cleanly. Trials count toward MRR as soon as an amount is recorded — realistic amounts keep the metric meaningful.