Overview

Generated 2026-06-17 08:10 UTC

Overview

One read on the business — and whether each area is healthy.

live · 2026-06-17 08:10 UTC
MONTHLY RECURRING REVENUE
$37,710
TRUE LTV (per paying sub)
$118.85
$26.39/mo ARPU · 80.0% margin · 5.6mo lifespan
71,126 signups → 2,752 paid the $1.99 trial (3.9%); the other 96.1% never purchased. Below: the two paths to a paid plan — the 1,920 trials that have settled (832 still trialing, excluded), plus 468 who subscribed directly (no trial).
Day 0
9
Day 1
173
Day 2
185
Day 3
115
Day 4
107
Day 5
128
Day 6
66
Day 7
58
Subscribers Healthy

The paid base is growing — 1,429 paying subs with 841 more in trial. Net adds positive.

Net new payers
ARPU $26.39
Trialing now 841
Active paying subs · daily
Retention & churn At risk

Monthly churn is 23.0% (involuntary share 9.8%) and NRR at 73.8% — the base is eroding faster than expansion can replace it. Card-recovery is the cheapest lever.

Net revenue retention 73.8%
Involuntary churn 9.8%
Voluntary churn 13.2%
Churn rate · daily (30d rolling)
Acquisition At risk

Activation is just 4.4% — most signups never send a message. The funnel leaks before users see product value, which caps everything downstream.

Activation rate 4.4%
Signups / day (avg) ~1,746
Activation rate · daily
Engagement Watch

Stickiness is 8.9% with 218 daily and 2,456 monthly actives. Steady but not yet a clear upward trend.

Daily active users 218
Stickiness (DAU/MAU) 8.9%
Active users · daily

Growth

Where new revenue comes from — and whether each stage of the funnel is healthy. Each metric shows its own window, labeled inline.

NET NEW MRR · LAST 30 DAYS
+$26,692
+242.2% MRR growth vs 30 days ago
Quick ratio 39.23 Healthy
New + expansion +$27,390
MRR movement · weekly last 12 weeks
Acquisition At risk

Signups at ~1746/day look fine in volume, but only 4.4% activate — most never message. The top of the funnel leaks before it produces real users.

New signups · 30d
53,279
Signups / day (avg) ~1,746
Activation rate 4.4%
Trialing now 841
Conversion Watch

Signup→paid is 4.8% with trial→paid at 61.79%. Defensible but a real ceiling on growth.

Signup → paid
4.8%
Trial → paid · 60d 61.79%
Paid 1st cycle · 60d 1,014
Payment auth rate · 60d 82.64%
Expansion & retention Watch

New + expansion is outrunning churn (quick ratio 39.23), but NRR is 73.8% and churn is 23.0%/mo — growth leans heavily on new business.

New + expansion MRR
+$27,390
Quick ratio 39.23
Net revenue retention · 30d 73.8%
Gross MRR churn · monthly 23.0%
Daily signups
avg ~1,746/day
Daily new paying subs
gross adds
Dashed tail = today so far (partial day, not yet complete)

How actively users are interacting with the app and which features they reach for.

DAU / WAU / MAU (60d)

Feature usage (daily, 60d)

What the model layer is costing and where the tokens are going.

Daily spend (60d)

Daily total + 7-day rolling average

Monthly totals (last 12 months)

Models & mix

Top models (30d)
ModelTypeEventsIn tokensOut tokensCost (USD)
gpt-5.5-pro chat 250 879,254 1,338,932 $517.83
claude-haiku-4-5 chat 19,675 77,617,525 19,649,753 $219.83
claude-opus-4-6 chat 1,830 13,849,070 2,328,572 $159.32
gpt-5.4-pro chat 65 151,956 308,120 $115.39
gpt-5.5 chat 725 3,124,558 1,336,009 $114.21
claude-opus-4-5 chat 1,151 6,844,303 1,403,024 $86.62
black-forest-labs/FLUX-2-pro image 1,319 0 0 $65.95
pixverse-v6 video 123 0 0 $38.01
gpt-5.4-nano chat 17,675 65,860,942 12,403,408 $35.85
claude-sonnet-4-6 chat 848 3,912,781 929,591 $32.10
elevenlabs-music music 62 0 0 $19.92
gemini-2.5-flash chat 3,383 10,320,493 4,455,535 $17.79
gemini-2.5-pro chat 392 1,651,691 529,738 $15.09
grok-4 chat 489 2,111,360 179,148 $11.28
claude-sonnet-4-5 chat 226 1,283,495 283,122 $10.12
eleven_multilingual_v2 tts 19 63,801 0 $9.97
veo-3.1-fast video 5 0 0 $6.06
gpt-5 chat 26 50,860 57,792 $3.66
gpt-4.1 chat 229 617,637 202,100 $3.57
text-embedding-3-small document 3,863 69,944,835 0 $1.75
gpt-5.4 chat 21 50,026 46,686 $1.63
seedance-2 video 1 0 0 $1.30
PrunaAI/p-image image 59 0 0 $0.74
kling-2.5-turbo-pro video 1 0 0 $0.46
gpt-5.4-mini chat 40 184,327 42,935 $0.41
deepseek-reasoner chat 27 39,479 18,039 $0.16
mistral-large chat 8 171,916 15,971 $0.14
text-embedding-3-small chat 7,677 4,062,966 0 $0.10
moonshot-32k chat 9 19,809 3,859 $0.04
moonshot-128k chat 3 9,792 1,248 $0.03
grok-3 chat 2 1,980 1,403 $0.03
deepseek-chat chat 29 60,903 22,484 $0.02
gpt-4o-mini document 10 75,000 7,264 $0.02
mistral-small chat 11 14,563 8,558 $0.01
mistral-medium chat 7 141 1,318 $0.01
gpt-5-nano chat 4 8,901 4,114 $0.01
grok-3-mini chat 1 135 44 $0.00

Cohort retention, customer lifetime value, and reasons users are leaving.

Paying-customer cohort retention · cohort = month of first full-plan payment · retention = still paid-up at month N

The "are paying customers durable?" chart. Each line is a cohort of full-plan payers grouped by the month of their first real plan payment — the trial-conversion charge, or the purchase itself for no-trial subs. Trial fees don't start a cohort; whether trials convert is the funnel's job, this chart asks whether converts stay. M0 = 100% by definition; the M1, M2, M3 slope is what tells you whether new payers stick. Each customer is measured on their own renewal clock: retained at M1 means their paid coverage extends past their personal one-month mark — so quarterly and annual prepays count for every month they bought instead of reading as churn. A customer only enters a point's denominator once their mark is a week past (dunning grace), so the newest point rests on the matured slice of the cohort — hover a point to see its n — and firms up as the rest reach their renewal date. Renewals that settle later than the grace still count once they land, on the next daily rebuild.

Paying-customer usage retention · cohort = week of first paid invoice · retention = used the product (messaged) that week

The "do paying customers keep using the product?" chart — paying cohorts grouped by the week they first paid, where each point is the % who sent a message in week N, not the % who paid. Because paying customers who go quiet tend to cancel next, this leads the payment-churn signal above — and weekly granularity catches the drop-off within days, not a month later. It's also immune to annual-billing blind spots: usage is continuous even when the next renewal is far off. Unlike the payment chart, W0 is not 100% by construction — it's the share who actually used the product the week they first paid. Weeks that haven't fully closed are left off, so the newest cohort shows fewer points, not a collapse to zero.

Activated-user retention curves · cohort = users whose first message was in week W

The product-fit signal. Cohort is users who actually activated (sent ≥1 message); retention measures how many came back to message in week N. W0 is ~100% by definition. The W1, W2, W3 slope is what tells you whether the product earns repeat use. Weeks that haven't fully closed are left off, so the last point on each cohort line is always a complete week — the newest cohort therefore shows fewer points, not a false collapse to zero.

Signup retention curves · cohort = all signups (W0 ≈ activation rate)

Same chart but anchored on signup-week (not activation). W0 is your activation rate — only a few % of signups send any message at all. Useful as a "raw funnel-completion" view, but the chart above is closer to what most people mean by "retention."

Churn rates · 30.0d window · 3,113 subs

Gross churn (monthly)
23.0%
705 cancellations / 30.0d
Voluntary churn
13.2%
404 subs · user-initiated
Involuntary churn
9.8%
301 subs · 42.7% of total churn
Weekly cancellations by type (last 12 weeks)

Churn signals (last 30 days)

Top cancellation reasons (cancellation_attempts)
ReasonOffer responseOutcomeCount
(none) (none) abandoned 197
too_expensive declined cancelled 152
other (none) cancelled 88
not_using declined cancelled 83
(none) (none) saved_at_intro 55
switching (none) cancelled 32
technical_problems declined cancelled 30
not_using declined abandoned 14
missing_features declined cancelled 12
hard_to_use declined cancelled 10
too_expensive declined abandoned 9
other (none) abandoned 7
missing_features accepted cancelled 6
too_expensive accepted saved_by_offer 5
too_expensive (none) abandoned 4
switching (none) abandoned 3
not_using (none) abandoned 3
too_expensive (none) cancelled 2
not_using accepted saved_by_offer 2
technical_problems accepted saved_by_offer 2
technical_problems declined abandoned 1
missing_features accepted abandoned 1
Free-text feedback (cancellation_feedback)
DayReasonFeedback
2026-05-27 other no
2026-05-27 missing_features none
2026-05-27 other other
2026-05-27 too_expensive wrong ai
2026-05-27 other I want the official claude site
2026-05-27 other just came to experiment
2026-05-27 other -----
2026-05-27 need_break i want to
2026-05-27 not_using N/A
2026-05-27 too_expensive it, little bit expensive for me
2026-05-27 other Thought this was Anthropic.
2026-05-27 too_expensive ex
2026-05-27 too_expensive subscribed on accident
2026-05-27 not_using Acces full files that are attached
2026-05-27 too_expensive PLEASE I NEED TO CANCEL NOT WHAT I EXPECTED
2026-05-27 missing_features !
2026-05-27 switching dont like this i want my 1.99 back
2026-05-27 not_using i dont need it
2026-05-27 not_using i dont need it
2026-05-27 missing_features I don't like it.
2026-05-27 need_break no
2026-05-27 other d
2026-05-27 too_expensive uu
2026-05-27 other the monthly billing is a little sneaky.
2026-05-27 other p

1st-cycle churn (global) · of paid subs whose first-cycle outcome has resolved

1st-cycle churn
41.0%
743 of 1,813 resolved subs
Renewed past 1st cycle
1,070
paid 2+ invoices
In flight (outcome pending)
1,408
paid 1, still active
Total paying subs
3,221
≥1 paid invoice

Cancellation feedback themes

Each dot is one piece of free-text feedback. Colors are themes identified by Claude in a single Messages API call. Edges connect each response to a few others in the same theme — the spring layout then groups them into visible clusters. Hover a dot to read the feedback, click a theme card to focus that cluster.

Where your paying customers live, and how each market performs on trial conversion and first-cycle retention.

Countries
44
with ≥5 paying customers
Top market
🇺🇸 United States
1,105 paying customers
Coverage (paying)
96.1%
3,096 of 3,221
Coverage (all customers)
94.4%
23,875 of 25,280

By country

Countries sorted by paying-customer count. 1st-cycle churn = paid-once-and-canceled subs ÷ subs whose first-cycle outcome has resolved (renewed or canceled). In-flight subs are excluded from the denominator.
Country Paying Revenue (USD) Avg LTV Trials (60d) Trial conv % Resolved 1st-cycle churn
🇺🇸 United States US 1,105 $25,562 $23.13 582 73.2% 546 28.9%
🇦🇺 Australia AU 309 $6,784 $21.95 228 59.0% 227 43.2%
🇨🇦 Canada CA 204 $5,985 $29.34 145 66.4% 152 33.6%
🇺🇦 Ukraine UA 159 $1,455 $9.15 71 64.3% 53 41.5%
🇹🇷 Türkiye TR 149 $1,814 $12.18 105 40.2% 101 61.4%
🇬🇧 United Kingdom GB 136 $2,948 $21.68 98 60.7% 97 42.3%
🇷🇴 Romania RO 126 $1,658 $13.16 102 53.6% 80 52.5%
🇵🇱 Poland PL 119 $1,417 $11.90 57 56.5% 51 41.2%
🇸🇬 Singapore SG 62 $1,671 $26.95 44 71.4% 43 30.2%
🇭🇰 Hong Kong HK 55 $1,507 $27.40 42 73.7% 42 26.2%
🇻🇳 Vietnam VN 51 $1,031 $20.22 40 34.2% 40 65.0%
🇫🇷 France FR 48 $1,107 $23.07 28 83.3% 29 31.0%
🇧🇬 BG BG 38 $349.57 $9.20 23 25.0% 25 76.0%
🇹🇭 Thailand TH 30 $491.63 $16.39 18 43.8% 20 55.0%
🇨🇳 CN CN 30 $561.60 $18.72 20 55.6% 20 35.0%
🇪🇸 Spain ES 29 $649.62 $22.40 17 64.3% 15 40.0%
🇸🇦 Saudi Arabia SA 29 $439.65 $15.16 15 40.0% 15 60.0%
🇭🇺 Hungary HU 26 $355.69 $13.68 12 50.0% 14 57.1%
🇵🇭 Philippines PH 26 $553.68 $21.30 15 50.0% 15 60.0%
🇬🇪 GE GE 24 $413.67 $17.24 19 69.2% 16 37.5%
🇮🇹 Italy IT 22 $101.77 $4.63 3 100.0% 4 75.0%
🇲🇩 Moldova MD 21 $311.70 $14.84 19 50.0% 19 52.6%
🇮🇳 India IN 20 $271.79 $13.59 10 25.0% 10 80.0%
🇬🇷 Greece GR 20 $251.79 $12.59 4 25.0% 5 80.0%
🇮🇱 Israel IL 17 $247.80 $14.58 6 50.0% 6 50.0%
🇱🇹 LT LT 16 $199.80 $12.49 11 40.0% 12 66.7%
🇰🇷 South Korea KR 15 $245.81 $16.39 13 30.8% 13 61.5%
🇩🇪 Germany DE 14 $265.84 $18.99 3 66.7% 3 0.0%
🇳🇴 Norway NO 14 $473.82 $33.84 6 66.7% 6 33.3%
🇲🇾 Malaysia MY 13 $163.84 $12.60 7 60.0% 7 57.1%
🇱🇻 LV LV 12 $239.84 $19.99 8 66.7% 6 33.3%
🇩🇰 Denmark DK 10 $67.90 $6.79 2 0.0% 3 100.0%
🇧🇪 Belgium BE 10 $157.87 $15.79 8 42.9% 8 50.0%
🇮🇩 Indonesia ID 10 $205.87 $20.59 6 50.0% 6 50.0%
🇵🇹 Portugal PT 9 $161.91 $17.99 3 0.0% 3 100.0%
🇸🇪 Sweden SE 8 $121.91 $15.24 1 100.0% 2 50.0%
🇫🇮 Finland FI 8 $75.90 $9.49 3 66.7% 4 50.0%
🇦🇲 AM AM 7 $43.92 $6.27 4 25.0% 4 75.0%
🇳🇱 Netherlands NL 7 $269.92 $38.56 2 50.0% 2 50.0%
🇦🇿 AZ AZ 7 $101.92 $14.56 3 33.3% 3 33.3%
🇷🇸 RS RS 6 $279.91 $46.65 5 60.0% 5 40.0%
🇭🇷 HR HR 6 $41.93 $6.99 4 25.0% 4 75.0%
🇦🇪 UAE AE 6 $101.91 $16.99 6 50.0% 6 50.0%
🇨🇭 Switzerland CH 6 $107.94 $17.99 0 0