What Questions Does This Report Answer?
The Dunning Report will provide insight into reattempted declined transactions through the dunning schedule.
This report will look at the Original Attempt, then follow all subsequent retries for that renewal cycle until either the sale has been recovered or all retries have been attempted and the order has failed and is cancelled (declined).
- Monitoring and testing different dunning schedules to increase the Recovery Rate.
- Determining how many retries should be attempted and at what point the fees to reprocess become greater than the Recovered Revenue
What is the Date Operator Used?
Date Operator: Original Attempt Date
The date in which the charge was originally declined. All reattempts for that charge are tied back to the Original Decline Date.
What are the Prerequisites/Limitations with this report?
Prerequisites:
- The customer is enrolled in a recurring offer (Subscription) which requires a request to terminate any future charges.
- Dunning Profile is setup on the Offer within Sublytics OR
- Third Party Dunning Connection is setup on the Offer
- Retention Settings are being utilized (if applicable). Learn more here.
What Metrics are on this Report?
| Metric | Definition | Calculations |
|---|---|---|
| First Attempt Declines | The total count of first attempt charges for the current cycle that were declined. | |
| First Attempt Declined Revenue | The total revenue amount from first attempt charges for the current cycle that were declined. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | |
| Reattempts | The total count of declines that were reattempted at least once. | |
| Reattempt Rate | The percentage of charges that were reattempted through the dunning schedule. | Reattempts / First Attempt Declines |
| Total Dunning Attempts | The total count of declined reattempts. | |
| Average Dunning Attempts | The average number of dunning attempts on a declined sale. | |
| Recovered Sales | The total count of sales successfully recovered through the dunning schedule. | |
| Recovered Rate | The percentage of charges successfully recovered through the dunning schedule. | Recovered Sales / First Attempt Declines |
| Average Successful Recovery Cycle | The average number of dunning attempts before successful recovery for a single declined sale. | |
| Average Days To Recover | The average number of days before a single declined sale is successfully recovered. | |
| Dunning Discount | The total discount amount auto-applied to reattempt charges in dunning schedule. | |
| Recovered Revenue | The total revenue amount for sales successfully recovered through the dunning schedule. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | |
| Adjustments | The total amount of revenue from recovered sales lost to adjustments. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | Refunds + Chargebacks + Voids + Alerts |
| Net Recovered Revenue | The total net revenue amount recovered from dunning attempts. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | Recovered Revenue - Adjustments |
| Net Recovered Revenue Rate | The percentage of net revenue recovered from dunning. | Net Recovered Revenue / Declined Revenue |
| Active Dunning Count | The count of declined sales that are still active in the dunning schedule. | |
| Active Dunning Rate | The percentage of declined sales that are still active in the dunning schedule. | Active Dunning Count / Declines |
| Average Days In Dunning | The average number of days for declined sales to be in dunning. | |
| Average Dunning Discount | The average discount applied to successfully recover a declined sale in the dunning process. | Dunning Discount / Discounted Recovered Sales |
| Initial Revenue Attempt | The initial attempted revenue for the declined charge, for successfully recovered sales. | |
| Avg Dunning Discount Rate | The average discount rate applied to successfully recover a declined sale in the dunning process. | Dunning Discount / Initial Revenue Attempted |
| Refunds | The count of recovered transactions that were refunded. | |
| Refund Rate | The percentage of recovered sales that were refunded. | Refunds / Recovered Sales |
| Voids | The count of recovered transactions that were voided. | |
| Void Rate | The percentage of recovered sales that were voided. | Voids / Recovered Sales |
| Chargebacks | The count of recovered transactions that were charged back. | |
| Chargeback Rate | The percentage of recovered sales that were charged back. | Chargebacks / Recovered Sales |
| Alerts | The count of recovered transactions that had an alert. | |
| Alert Rate | The percentage of recovered sales that had an alert. | Alerts / Recovered Sales |
| First Attempt Charges | The total count of first attempt charges for the current cycle, based upon transaction ID. | |
| First Attempt Revenue | The total revenue amount charged on first attempts for the current cycle. This may not have all been successful. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | |
| Decline Rate | The percentage of attempted charges that were declined. | First Attempt Declines / First Attempt Charges |
| First Attempt Successful Charges | The total count of first attempt charges for the current cycle that were successful. | |
| First Attempt Successful Revenue | The total revenue amount from first attempt charges for the current cycle that were successful. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | |
| Total Successful Revenue | The total revenue from all successful charges. Revenue will pull from Company Settings whether to include Shipping and/or tax in Revenue | First Attempt Successful Revenue + Recovered Revenue |
| Discounted Recovered Sales | The total count of recovered sales that had a discount. |