Review sales performance
Change the time range
Under the chart, choose a time range:- W: This week
- 4W: Last 4 weeks
- 12W: Last 12 weeks
- 6M: Last 6 months
- 12M: Last 12 months
- 24 months: Last 24 months
- All time: The account’s available sales history
- Custom: Choose a start and end date
Read the key metrics
Monthly recurring revenue (MRR)
MRR converts each eligible subscription’s billing period to a monthly equivalent. It includes eligible Active, Overdue, and Expiring subscriptions. Paused subscriptions and instalment plans are excluded, along with one-off payments, setup fees, refunds, and other non-recurring charges. MRR uses the recurring service price; it does not separately deduct any tax included in that price. For example, a subscription billed at $60 each month contributes $60 to MRR. One billed at $720 each year also contributes $60 per month. MRR describes the value of recurring billing; it is not the amount collected that month. Use a Sales or Payouts report for actual transactions. The trend chart shows the previous six completed calendar months and the current value. Historical points are estimates based on current subscription prices and recorded start, pause, and end dates. They do not reconstruct every past price change.Subscriber churn
Churn starts with customers who had an ongoing subscription at the beginning of the last 30 days. It measures how many of those customers lost their final ongoing subscription through cancellation during that period. For example, if 100 customers were subscribed at the start and 5 ended their final ongoing subscription, churn is 5%. Scheduling a cancellation does not count until the subscription ends. A customer whose other ongoing subscription continues is not counted as churned. Fixed-term subscriptions and instalment plans are excluded. The trend chart shows the previous six completed calendar months and the current 30-day value. Tap the information button on MRR or Subscriber churn to read the calculation rules.Customer value and subscriber lifetime
Open Customer LTV or Avg sub lifetime for a detail view when enough data is available. Both views let you change the chart timeframe and filter the included services or subscriptions. Customer LTV reflects recorded Paid and Processing payments; it does not predict future spending or deduct refunds. It can differ from Total Paid in the All Customers export, which excludes successfully refunded payments. Subscriber lifetime combines each customer’s subscription periods, counting overlapping periods once and leaving out gaps between subscriptions. The expired-only filter has a different effect in each view:- Customer LTV: Includes expired subscriptions and one-off purchases.
- Avg sub lifetime: Includes expired subscriptions only.
Set a sales goal
Set an annual target to see a goal line on the chart:- Open the
...menu and choose Set Goal, or select the existing goal amount. - Enter the annual target. Newie also shows its approximate weekly equivalent.
- Return to the chart to compare sales with the target line for your selected range.
Investigate sales activity
Check pending bank payments
Bank-debit payments may take up to 3 business days to process after the customer submits them. While Newie is waiting for the result, Sales shows a Pending section below the chart and metric cards. Open the pending total to see the transactions still waiting for confirmation. Once the bank confirms the payment, the sale appears in the dated sales history. The money can still appear as Clearing in Payouts until it becomes available for a scheduled payout. If the payment fails instead, Newie notifies you.Read the sales history
Completed sales are grouped by date. Each date shows the total sold that day before Newie fees, followed by the sales that make up that total. Each sale row shows the customer, service or plan, amount and status. It may also show refund, clearing or payout details:- Clears [date]: The payment has succeeded, but the funds are still clearing.
- Cleared [date]: The funds have finished clearing and have moved into your Cleared Balance.
- Payout [date]: The funds have been included in a payout or are tied to a payout.
Open one sale
Select a sale to open its one-off purchase or invoice. Check the customer, service, amount, payment method and current status there. From a subscription or instalment invoice, you can also open the related subscription or plan. Available actions depend on the payment status and sale type. You may see:- Chat with Customer: Message the customer.
- Email Customer Receipt: Send the customer a receipt for the sale.
- Download Customer Receipt: Save a copy of the receipt.
- Refund: Refund an eligible paid sale.
- Request Email: Ask a customer who used Sign in with Apple private relay to confirm a direct email address for service delivery.
Share a chart or export sales
Use the share button on the Sales screen to create a chart image. The share screen lets you choose the preset chart ranges, Last 24 months, or All time, and toggle Goal, Newie Logo, Sales Figures, and Transparent Background. Leave Sales Figures off when you want to share the shape of the chart without showing the total amount. Use Export Sales from the... menu when you want a CSV or PDF sales export. Review the report range in the export screen before generating the file.
Review one service’s sales for a month
- Choose Export Sales and set Start and End to the dates you want to include.
- Export as CSV and open it in a spreadsheet.
- Filter the Services column to the service, then total the matching Amount rows. Exclude the file’s Totals: row, which covers the whole export.