Account Explorer
Filter and drill into individual accounts — MRR history, plan changes, renewal dates, and quantity timelines.
Account Explorer lets you drill into the aggregate metrics from Dashboard and Retention. Use it to find specific accounts, understand what’s driving revenue changes, and assess renewal exposure.
Filtering the account list
Section titled “Filtering the account list”You can filter accounts by:
For licensed or quantity-driven pricing, additional filters are available:
Account detail
Section titled “Account detail”Clicking an account opens its detail view, which includes:
Editing churn reasons
Section titled “Editing churn reasons”For churned accounts, Account Detail includes a Churn Reason card. Choose a reason, add an optional note, and click Save Reason.
Saved churn reasons appear on Retention’s Recently Churned Accounts table and Churn Reasons breakdown. The tag annotates the churn event only; it does not modify Stripe records, revenue movement facts, or cohort calculations.
Segment comparison
Section titled “Segment comparison”Use segment comparison to compare retention, revenue concentration, contraction rate, and renewal exposure across:
Exporting account data
Section titled “Exporting account data”Account lists and detail exports are available as CSV from the Account Explorer toolbar. Account table exports include every account matching the active filters and sort order, not just the current page. Account Detail exports include revenue history and invoices for the selected account. Retention exports include churn reason fields for recently churned accounts.
See Alerts & Digest for scheduled digest emails that summarize account-level signals weekly.