Overview

Generated 2026-06-13 07:32 UTC

Overview

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

live · 2026-06-13 07:32 UTC
MONTHLY RECURRING REVENUE
$33,778
TRUE LTV (per paying sub)
$102.98
$26.79/mo ARPU · 80.0% margin · 4.8mo lifespan
52,253 signups → 2,140 paid the $1.99 trial (4.1%); the other 95.9% never purchased. Below: the two paths to a paid plan — the 1,773 trials that have settled (367 still trialing, excluded), plus 364 who subscribed directly (no trial).
Day 0
6
Day 1
128
Day 2
67
Day 3
66
Day 4
48
Day 5
27
Day 6
25
Day 7
6
Subscribers Healthy

The paid base is growing — 1,261 paying subs with 373 more in trial. Net adds positive.

Net new payers
ARPU $26.79
Trialing now 373
Active paying subs · daily
Retention & churn At risk

Monthly churn is 25.6% (involuntary share 9.1%) and NRR at 75.2% — the base is eroding faster than expansion can replace it. Card-recovery is the cheapest lever.

Net revenue retention 75.2%
Involuntary churn 9.1%
Voluntary churn 16.6%
Churn rate · daily (30d rolling)
Acquisition At risk

Activation is just 4.6% — most signups never send a message. The funnel leaks before users see product value, which caps everything downstream.

Activation rate 4.6%
Signups / day (avg) ~1,371
Activation rate · daily
Engagement At risk

Stickiness is 7.2% — most users come once and don't return regularly. May be normal for one-off intent (ask a question, leave), but worth probing if you want session frequency as a moat.

Daily active users 147
Stickiness (DAU/MAU) 7.2%
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
+$22,760
+206.6% MRR growth vs 30 days ago
Quick ratio 58.15 Healthy
New + expansion +$23,158
MRR movement · weekly last 12 weeks
Acquisition At risk

Signups at ~1371/day look fine in volume, but only 4.6% activate — most never message. The top of the funnel leaks before it produces real users.

New signups · 30d
43,119
Signups / day (avg) ~1,371
Activation rate 4.6%
Trialing now 373
Conversion Watch

Signup→paid is 5.0% with trial→paid at 60.88%. Defensible but a real ceiling on growth.

Signup → paid
5.0%
Trial → paid · 60d 60.88%
Paid 1st cycle · 60d 937
Payment auth rate · 60d 81.48%
Expansion & retention Watch

New + expansion is outrunning churn (quick ratio 58.15), but NRR is 75.2% and churn is 25.6%/mo — growth leans heavily on new business.

New + expansion MRR
+$23,158
Quick ratio 58.15
Net revenue retention · 30d 75.2%
Gross MRR churn · monthly 25.6%
Daily signups
avg ~1,371/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 211 882,071 1,118,865 $443.77
claude-haiku-4-5 chat 18,275 70,030,189 18,220,962 $201.42
claude-opus-4-6 chat 1,659 12,008,547 2,036,321 $138.69
gpt-5.4-pro chat 49 241,215 270,784 $109.48
gpt-5.5 chat 703 2,920,948 1,221,833 $105.24
claude-opus-4-5 chat 990 5,756,983 1,316,478 $77.12
black-forest-labs/FLUX-2-pro image 843 0 0 $42.15
claude-sonnet-4-6 chat 847 3,828,722 938,741 $31.96
gpt-5.4-nano chat 14,563 55,503,459 10,546,722 $30.36
pixverse-v6 video 80 0 0 $19.50
gemini-2.5-flash chat 2,632 7,566,976 3,355,372 $13.32
grok-4 chat 492 2,138,605 175,169 $11.30
gemini-2.5-pro chat 277 1,058,515 387,406 $10.57
claude-sonnet-4-5 chat 128 605,497 251,214 $6.98
veo-3.1-fast video 5 0 0 $6.06
elevenlabs-music music 22 0 0 $4.92
gpt-5 chat 26 50,860 57,792 $3.66
eleven_multilingual_v2 tts 10 14,908 0 $2.33
gpt-5.4 chat 10 44,733 59,332 $1.95
seedance-2 video 1 0 0 $1.30
text-embedding-3-small document 2,132 33,944,307 0 $0.85
PrunaAI/p-image image 41 0 0 $0.51
kling-2.5-turbo-pro video 1 0 0 $0.46
deepseek-reasoner chat 35 57,334 51,246 $0.35
gpt-4.1 chat 23 49,548 11,520 $0.24
gpt-5.4-mini chat 26 63,402 26,681 $0.21
mistral-large chat 2 133,140 3,929 $0.09
text-embedding-3-small chat 5,035 2,692,866 0 $0.07
moonshot-32k chat 7 19,283 3,319 $0.04
grok-3 chat 2 1,980 1,403 $0.03
gpt-5-mini chat 2 4,679 6,736 $0.02
deepseek-chat chat 18 37,728 12,247 $0.01
mistral-small chat 10 13,906 7,516 $0.00
moonshot-128k chat 2 95 224 $0.00
gpt-5-nano chat 1 49 205 $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 · 2,454 subs

Gross churn (monthly)
25.6%
620 cancellations / 30.0d
Voluntary churn
16.6%
401 subs · user-initiated
Involuntary churn
9.1%
219 subs · 35.3% 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 168
too_expensive declined cancelled 125
other (none) cancelled 70
not_using declined cancelled 59
(none) (none) saved_at_intro 41
switching (none) cancelled 25
technical_problems declined cancelled 22
not_using declined abandoned 13
missing_features declined cancelled 9
too_expensive declined abandoned 7
other (none) abandoned 6
missing_features accepted cancelled 6
too_expensive accepted saved_by_offer 5
hard_to_use declined cancelled 5
too_expensive (none) abandoned 4
not_using (none) abandoned 3
switching (none) abandoned 3
too_expensive (none) cancelled 2
not_using accepted saved_by_offer 2
technical_problems declined abandoned 1
technical_problems accepted saved_by_offer 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
38.3%
612 of 1,597 resolved subs
Renewed past 1st cycle
985
paid 2+ invoices
In flight (outcome pending)
908
paid 1, still active
Total paying subs
2,505
≥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
38
with ≥5 paying customers
Top market
🇺🇸 United States
908 paying customers
Coverage (paying)
97.3%
2,437 of 2,505
Coverage (all customers)
94.6%
23,150 of 24,481

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 908 $21,725 $23.93 471 73.3% 453 28.3%
🇦🇺 Australia AU 269 $6,310 $23.46 228 59.0% 210 39.0%
🇨🇦 Canada CA 181 $5,657 $31.26 145 66.4% 150 32.7%
🇬🇧 United Kingdom GB 118 $2,680 $22.71 98 60.7% 93 39.8%
🇹🇷 Türkiye TR 115 $1,716 $14.93 104 39.6% 91 58.2%
🇷🇴 Romania RO 110 $1,471 $13.37 102 52.2% 68 47.1%
🇺🇦 Ukraine UA 81 $1,022 $12.62 70 63.4% 42 31.0%
🇵🇱 Poland PL 74 $1,251 $16.91 57 56.5% 46 39.1%
🇭🇰 Hong Kong HK 53 $1,425 $26.89 42 73.7% 40 22.5%
🇸🇬 Singapore SG 53 $1,499 $28.29 44 70.7% 41 29.3%
🇻🇳 Vietnam VN 44 $939.43 $21.35 40 34.2% 39 64.1%
🇫🇷 France FR 39 $1,089 $27.93 28 83.3% 25 20.0%
🇧🇬 BG BG 30 $305.65 $10.19 23 25.0% 21 71.4%
🇹🇭 Thailand TH 24 $479.69 $19.99 18 43.8% 16 56.3%
🇨🇳 CN CN 23 $499.67 $21.72 19 58.8% 17 35.3%
🇬🇪 GE GE 22 $409.69 $18.62 19 69.2% 13 23.1%
🇵🇭 Philippines PH 20 $541.74 $27.09 15 50.0% 12 50.0%
🇸🇦 Saudi Arabia SA 20 $325.74 $16.29 15 40.0% 15 60.0%
🇪🇸 Spain ES 20 $453.71 $22.69 17 64.3% 14 35.7%
🇲🇩 Moldova MD 19 $307.72 $16.20 19 50.0% 18 50.0%
🇭🇺 Hungary HU 16 $335.79 $20.99 12 50.0% 10 40.0%
🇰🇷 South Korea KR 15 $245.81 $16.39 13 30.8% 13 61.5%
🇮🇳 India IN 13 $229.86 $17.68 10 25.0% 10 80.0%
🇱🇹 LT LT 12 $191.84 $15.99 11 40.0% 10 60.0%
🇳🇴 Norway NO 11 $323.85 $29.44 6 66.7% 6 33.3%
🇱🇻 LV LV 10 $235.86 $23.59 8 66.7% 6 33.3%
🇲🇾 Malaysia MY 9 $155.88 $17.32 7 60.0% 5 40.0%
🇧🇪 Belgium BE 9 $107.88 $11.99 8 42.9% 7 42.9%
🇮🇱 Israel IL 7 $103.90 $14.84 6 50.0% 6 50.0%
🇬🇷 Greece GR 6 $147.93 $24.66 4 25.0% 4 75.0%
🇦🇪 UAE AE 6 $101.91 $16.99 6 50.0% 6 50.0%
🇮🇩 Indonesia ID 6 $101.91 $16.99 6 50.0% 6 50.0%
🇮🇹 Italy IT 6 $41.93 $6.99 3 100.0% 1 0.0%
🇦🇿 AZ AZ 5 $97.94 $19.59 3 33.3% 3 33.3%
🇩🇰 Denmark DK 5 $9.95 $1.99 2 0.0% 1 100.0%
🇷🇸 RS RS 5 $99.92 $19.98 5 60.0% 5 40.0%
🇩🇪 Germany DE 5 $69.93 $13.99 3 66.7% 3 0.0%
🇵🇹 Portugal PT 5 $105.95 $21.19 3 0.0% 2 100.0%