Chargebee + Orcabase
Your subscription numbers, straight from Chargebee.
Chargebee runs your billing. Orcabase turns it into answers: how MRR moved, which plans churn, and how much failed payments cost. Sync it through Fivetran and ask in plain words.
- Synced by Fivetran
- Syncs every 6 hours
- No Fivetran account needed
How much MRR hit failed payments recently, and how much came back?
$4.2k of MRR hit failed payments in the last three months; $2.9k was recovered.
- Retries and reminder emails won back 69%.
- Most losses were expired cards that were never updated.
- Annual plans failed least.
MRR hitting failed payments, $k
How I got this· 4 steps
- Looked at your Chargebee invoices and transactions
- Found invoices with failed payments
- Checked which were paid after retries
- Grouped the rest by reason
Example answer. Numbers are illustrative.
In plain words
How do I analyze Chargebee subscription data?
Fivetran copies your Chargebee subscriptions, customers, invoices and transactions into a database Orcabase hosts for you. You define the numbers you care about, like MRR and churn, once, and certify them.
Then you ask, like “how much MRR did we lose to failed payments?”, and the agent works it out, shows the chart and tells you how.
Ask in plain words
What you can ask about your Chargebee data
The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.
What’s our MRR, and how did it change this month?
How much did failed payments cost us, and how much came back?
Which plans churn most?
How many customers upgraded or downgraded last month?
What share of invoices are paid late?
Which coupons bring customers who stay?
How many subscriptions renew next month?
Show me revenue by plan for the last 12 months.
What comes in
Your Chargebee data, ready to ask about.
A copy in a database Orcabase hosts for you, with its own folder for each app.
Subscriptions
Customers
Invoices
Transactions
Credit notes
Plans and coupons
Numbers worth defining
Define them once. Every answer agrees.
Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Chargebee data.
MRR
Monthly value of active subscriptions, after discounts.
Churn rate
Share of subscriptions active at the start of the month that ended during it.
Recovered revenue
Failed payments later paid, as a share of all failed payments.
Expansion MRR
MRR added by upgrades and add-ons.
Dashboards to start with
Your Chargebee numbers at a glance.
Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.
Subscriptions
4 charts- MRR by month
- MRR movement
- Churn by plan
- Renewals next month
Collections
4 charts- Failed payments
- Recovered revenue
- Unpaid invoices
- Days to pay
Better together
Ask across Chargebee and the rest of your business.
The best questions need more than one app. The agent can pull from several sources for one answer.
How to connect
Connect Chargebee, step by step.
- 1
Find it in Sync data
In Orcabase, go to Sync data → Add source and search for Chargebee. Pick the database to sync into.
- 2
Connect Chargebee on Fivetran’s page
Fivetran’s page asks you to sign in to Chargebee, or for an API key. Your login goes to Fivetran, never to Orcabase.
- 3
Choose what to sync
Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.
- 4
Ask away
The first sync starts straight away. When it’s done, ask the agent about your Chargebee data.
What you’ll need
- A Chargebee login that can create an API key, like an admin.
- The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.
- How it connects
- Synced by Fivetran
- How fresh
- Every 6 hours, as standard.
- Where your data lives
- A copy in a database Orcabase hosts for you, with its own folder for each app.
- Who can set it up
- An admin in your organization.
- Your login
- You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
- Cost
- Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.
Can Orcabase change subscriptions or retry payments?
Will Orcabase’s MRR match Chargebee’s reports?
Do I need a Fivetran account?
How fresh is my Chargebee data in Orcabase?
What does syncing cost?
Your Chargebee data already has the answers.
Connect it, ask your first question, and pin the answers you want to see every week.