StripeRevenueSubscription Change Analysis
Subscription Change Analysis measures the volume and revenue impact of changes to Stripe subscriptions over a period, broken down into upgrades, downgrades, quantity changes, interval switches and cancellations. It reads Stripe subscription and subscription_item events to classify each change and attach the monthly recurring revenue it added or removed. The result is a clear view of whether plan movement across your customer base is net expansionary or net contractionary.
Stripe metric
Net Subscription Change MRR = Upgrade MRR + Quantity Increase MRR - Downgrade MRR - Quantity Decrease MRR - Cancelled MRR
Subscription Change Analysis measures the volume and revenue impact of changes to Stripe subscriptions over a period, broken down into upgrades, downgrades, quantity changes, interval switches and cancellations. It reads Stripe subscription and subscription_item events to classify each change and attach the monthly recurring revenue it added or removed. The result is a clear view of whether plan movement across your customer base is net expansionary or net contractionary.
Full guide: definition, formula, and benchmarksHow to calculate Subscription Change Analysis
Net Subscription Change MRR = Upgrade MRR + Quantity Increase MRR - Downgrade MRR - Quantity Decrease MRR - Cancelled MRR
Why Subscription Change Analysis matters for Stripe users
A single recurring revenue figure hides the forces underneath it. Two months with identical MRR growth can have very different health if one is driven by new logos masking heavy downgrades and the other by genuine expansion within the existing base. Reading Stripe subscription changes directly tells you which it is.
For a team running billing on Stripe, this analysis shows whether your pricing and packaging are pushing customers up or down. It surfaces silent contraction, such as seat reductions or interval downgrades, before it shows up as churned revenue, and it confirms whether expansion plays are actually landing in the data.
Driver
Conversion rate
Outcome · 58% contribution
Revenue
Understand and act on Subscription Change Analysis with KPI Tree
Sync your Stripe subscription and invoice data into your warehouse and compute Subscription Change Analysis in KPI Tree, classifying each subscription event and attaching its MRR delta. Place it in a metric tree alongside customer lifetime value and cohort revenue analysis so plan movement is read in the context of the revenue it drives over time.
Assign RACI ownership to a revenue or finance lead so one person is accountable for explaining net movement each month, and set a monthly review cadence in KPI Tree tied to your billing close. Trends in upgrades versus downgrades then feed pricing and retention decisions rather than sitting unread in Stripe.
Get started with your Stripe data
MCPPull metrics from Stripe directly through the Model Context Protocol.
Connect your existing warehouse where Stripe data already lands.
Our professional services team can build you turn-key AI foundations in a matter of weeks. Data warehouse on Snowflake/BigQuery, ELT with Fivetran, all modelled in dbt with a semantic layer.
Related Stripe metrics Ready to add to your trees.
Customer Lifetime Value
PaymentsLTV = Average Revenue Per Customer × Average Customer Lifespan
Customer lifetime value (LTV) estimates the total revenue a customer will generate across all transactions over their relationship. For Stripe users, it aggregates both one-time and recurring payments into a comprehensive value figure.
View metricCohort Revenue Analysis
PaymentsCohort revenue analysis groups customers by the period in which they made their first Stripe payment and tracks the revenue each cohort generates over subsequent months. It reveals how monetisation and retention evolve for different acquisition vintages.
View metricAverage Revenue Per Transaction
PaymentsAvg Revenue Per Transaction = Total Revenue / Number of Successful Transactions
Average revenue per transaction measures the mean monetary value of each successful payment processed through Stripe. It reflects pricing effectiveness and purchase behaviour across your customer base.
View metricCustomer Acquisition Cost
PaymentsCAC = Total Sales & Marketing Spend / New Paying Customers Acquired
Customer acquisition cost (CAC) is the total sales and marketing expenditure required to acquire one new paying customer. When paired with Stripe payment data, it links spend to verified first-payment events rather than sign-ups alone.
View metricExplore Subscription Change Analysis across integrations
All Stripe metrics
Average Revenue Per TransactionCharge Success RateChargeback RateCustomer Lifetime ValueDispute Resolution RateFailed Payment Recovery RateFraud Detection RateGross Payment VolumeMonthly Recurring RevenueNet RevenuePayment Method DistributionPayout Timing AnalysisRecurring vs One-Time RevenueRefund RateRevenue by CurrencyRevenue by ProductRevenue Growth RateRevenue Per CustomerSubscription Churn RateSubscription Growth RateSubscription Upgrade RateTransaction Fee AnalysisTransfer Volume AnalysisTrial Conversion RateVolume by Payment MethodCard Decline RateCohort Revenue AnalysisCustomer Acquisition CostDispute RateGross Profit MarginRepeat Customer RateAverage Revenue Per UserCAC Payback PeriodChurn RateCohort AnalysisCoupon Effectiveness AnalysisCustomer Segmentation AnalysisFailed Payment AnalysisGross Revenue RetentionInvoluntary Churn RateNet Revenue RetentionPayment Method PerformancePayment Retry Success RatePayment Success RatePlan Migration AnalysisRevenue Cohort AnalysisRevenue Concentration AnalysisSeasonal Revenue PatternsSubscription Renewal RateTime To First PaymentEmpower your team to understand and act on Stripe data
Map what drives your metrics, measure progress at any grain, prove what works statistically, and deliver personalised action plans to every team member.
