You can now access four new attributes that show a customer’s current value if they’re active or their last known value if they’ve canceled. This gives you the full story, even after someone leaves.

These fields help you build better segments, measure revenue impact, and get clearer insight into churn and retention.

You’ll find them on the Customers page, under filters, to create segments:

Need help getting started? Learn more about filtering customers in Baremetrics.

Ever wish you could zoom out and see the big picture? Now you can. Our metrics graphs just got a shiny new quarterly view!

Toggle to "Quarterly" in the interval dropdown and watch your data shift into 3-month snapshots - perfect for spotting seasonal trends, planning ahead, or just feeling smug about that Q2 growth curve. 📈

Give it a try next time you want to think big!

Starting in June 2025, we’re rolling out three new Recover metrics to give you a clearer view of your payment recovery efforts:

• Attempted recovery charges
• Attempted recovery amount
• Attempted recovery rate

Previously, recovery rates were based on all failed charges, even if we didn’t attempt to recover them. That included one-time charges and first-time failures, which payment providers often cancel immediately.

With these new metrics, we’re now focusing only on charges we actually tried to recover. That means your recovery rate reflects what Baremetrics helped recover from real recovery efforts, making it much more accurate and actionable.

Got a big account with lots of data? We’ve added a new way to handle it. Large imports can now be routed through a dedicated queue, so things don’t get bogged down in the regular processing flow.

This means fewer slowdowns, more consistent performance, and a smoother experience overall, especially for accounts with high data volume.

We just launched a new page that lets you request data exports from right within your account settings. Whether you're deep-diving into reports or want a copy for safekeeping, you’ve now got complete control. No back-and-forths. No extra steps. Just click and go. 

Hit the export button, and we’ll bundle your data into a CSV zip file and send it straight to your inbox. 📬✨

Data Exports

📊 MRR Per Customer Report: All Time

- See each customer's monthly paid MRR since their subscription began
- Great for investor reports and due diligence
- Spot long-term trends in customer value
- Request up to 6 times per day

📉 Retention Tables Report

- Get a detailed view of customer retention over time
- Filter by segments and choose specific timeframes (even all-time!)
- Perfect for understanding churn and loyalty patterns
- Customize before exporting by applying segments from your account.

📆 Active Subscriptions Report

- Snapshot of all active subscriptions on a specific date
- Includes plan info and MRR details
- Ideal for monthly reports and internal reviews
- Pick a date and export—up to 6 times per day.

We've made some changes to enhance the way Apple refunds are processed in our system. Now, when refunds are created, they are directly associated with their respective plans, which ensures more accurate net revenue calculations.

This update simplifies the processing logic and improves the accuracy of financial data, particularly when multiple refunds occur for a single plan on a given day. This means you can trust that your revenue insights are more precise than ever.

We've improved the main graph functionality to ensure clearer and more consistent exports. Now, when using Compare Plans, Compare Segments, or Compare Dates, the graph export button will generate a CSV that accurately reflects the segmented data shown in the graph.

These updates apply across all metrics using the main graph. 

If you notice anything unexpected, feel free to reach out—we appreciate your feedback!

1. Click on New Trials, Converted Trials, or Canceled Trials in the top right.

2. Click on the Compare Plans button.

3. Select the plans you'd like to compare from the drop-down menus on the graph.

We’re not allowing this option on conversion rate just yet, as we're validating additional options for trial conversion calculations—but stay tuned!

We know that some customers require a personal touch when it comes to retention and feedback. That’s why we’ve introduced a new feature that lets you exclude specific customers from:

✅ Recovery Emails – Prevent automated recovery messages for customers you want to personally follow up with.

✅ Cancellation Insights Emails – Keep certain customers from receiving automated cancellation surveys, so you can gather feedback in your own way.

This update ensures that you can personally handle outreach for high-priority accounts while still benefiting from automation for others.

To use this feature, go to a customer’s profile, click Actions, and select the exclusion options that fit your approach.

Let us know how this helps your workflow! 🚀

We’ve rolled out a new setting for you to choose when you want customers to be considered canceled for our Recurly integration! Now, if you cancel your customer's subscriptions at the term's end, you can opt in to let subscriptions stay active until the end of their billing period instead of canceling immediately. This means your customers will contribute to MRR and be active until their terms end—making things much smoother if you have a majority of annual subscriptions.

To enable this setting, you'll need to ask in chat!