Analytics
Subscription
A subscription is one of your accounts: the organization, workspace, or billing entity that a group of your users belongs to. Where the user profile focuses on a single person, the Subscription view rolls those people up into the account they share.
Subscriptions are optional. Some customers only track individual users; if your product has accounts, teams, or plans, pass subscription context and Foldspace groups users into them automatically.
Subscription metrics
Section titled “Subscription metrics”For top-line numbers across all accounts, add these Audience & Revenue widgets on the Dashboard:
| Widget | Measures |
|---|---|
| New Subscriptions | The acquisition of new subscription plans within a selected timeframe. |
| Active Subscriptions | The count of active subscription plans currently in use — visibility into revenue streams. |
Open a single subscription to drill into one account.
Subscription snapshot (left panel)
Section titled “Subscription snapshot (left panel)”The left panel identifies the account by its subscription ID (with a copy button) and lists its attributes in two groups:
- Default attributes — system-generated: Identify ID, Created Date, Last Seen Date, and Last Modified Date.
- Custom attributes — the fields you send for the account, such as
plan_type(for example,Enterprise_MAX_Annual). Define these under Attribute settings.
Main panel
Section titled “Main panel”Two tabs:
Conversations
Section titled “Conversations”Every conversation tied to the account, most recent first. Search by keyword, and use the agent selector (top right) to filter to a single agent. Each row shows the user, a short topic summary, and the date, with an icon to open the conversation; conversations that received positive feedback show a thumbs-up.
The roster of individual users linked to this subscription. Open any one to see their user profile.
Common uses
Section titled “Common uses”- Account health: scan the custom attributes (for example
plan_type) alongside the Last Seen Date to see the plan and how recently the account was active. - Churn risk: a stale Last Seen Date flags a dormant account.
- Quality review: skim the Conversations list for the topics users are raising and which ones got positive feedback.