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Read recurring health

Who can see this Owner, Admin

Recurring health tracks your subscriptions themselves — when one starts, stops, or struggles to charge — which is a different unit from the one-off gifts everywhere else in DonorCARE.

A recurring donation isn’t one gift, it’s a standing instruction to charge again. So this page counts subscriptions rather than donations: how many are currently active, how much they’re worth added together, and how many stopped this month versus how many started. A subscription that’s still trying — retrying a failed card, waiting on an updated one — isn’t counted as lost, because it hasn’t actually stopped yet.

MRR — the total recurring amount of every currently active subscription, added together as-is. A monthly, a quarterly and a yearly gift are summed at face value rather than converted to a common monthly rate, so this is a straightforward total, not a normalised one.

Churn — a subscription that was actually cancelled, or whose stored card expired outright. Counted in the month that happened. A subscription stuck retrying a failed charge is not churn — it shows up under at-risk instead, until it either recovers or is formally cancelled or lapses.

Retry success rate — of the subscriptions that ever hit a failed charge, the share that went on to charge successfully afterwards. It measures recovery, not the overall share of attempted charges that succeed.

At risk — four live counts: subscriptions paused after failed charges, cards expiring within 30 days, card updates still pending, and subscriptions nudged to come back that haven’t yet. None of these are tied to a date range — they’re where things stand right now.

Do

  • Treat “paused” subscriptions as a separate worklist from churn — they’re recoverable, and working through the at-risk counts is how you keep them from becoming churn next month.

Don’t

  • Read MRR as a clean “per month” figure if you take quarterly or yearly recurring gifts too — it’s everything active, added together at its own billing amount, not converted to a monthly-equivalent rate.

The Lifetime Value by Frequency table is all-time for each donor’s subscription — it isn’t limited to the period you might have picked elsewhere on this page.

An invented organisation has 40 active monthly subscriptions worth RM50 each and 5 active yearly ones worth RM600 each. MRR reads RM2,800 (40 × RM50 + 5 × RM600) — a sum of what’s currently charging, not a per-month-equivalent figure. That same month, 3 subscriptions are formally cancelled and 1 more lapses because its saved card expired: that’s 4 counted as churned. Meanwhile 6 subscriptions are paused after a failed charge and still retrying — none of those 6 count as churn yet, but they’re the at-risk list worth working through before they do.

Screenshots use sample data. Every screen on this page is captured against a demo organisation seeded with generated donors, amounts, receipt numbers and campaigns. Any resemblance to a real person or organisation is coincidental.