#tiredporkchop
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Thank you
More info:
I work for a small company where we maintain online communities. We use Circle and Stripe. We are a small company so I'm trying to do this at a lower cost before I offer a more expensive solution. ๐ We manually have been doing this for 2023 but we're realizing calculations are way off (we are an education company, but.. you know.. I'm not a math gal), and both Circle and Stripe do not seem to display the information in an easy way, so they require manually mathing.
Specifically what I want: Ideally, a system that runs once a week, pulls subscription data from Stripe and aggregrates necessary data, and pops everything into a spreadsheet in a new row. It would do this once a week.
What I have tried:
Zapier/Stripe/Google Sheets
Integromat (make)/Stripe/Google Sheets
A couple of Stripe apps but they were a little expensive
Syft Analytics but they didn't have the integrations I wanted
Google Apps Scripts (I don't know how to code but I am pretty good at figuring things out- not this thing though)
I considered having all subscriptions come into a spreadsheet tab and then creating a dashboard off of that, but I am unsure how to handle it when someone cancels their subscription (for example). We have used Zapier + Google Sheets plus a few other things to create a different system (basically: you submit a form for a coupon, it goes into a spreadsheet, then specific paths happen depending on the submission, and an email is sent) and it works great, but maybe this isn't the solution here.
My current solution if I can't think of anything else is to pay for the Better Reports app on Stripe, pull data once a week, and input it to our spreadsheet. Better Reports is able to pull all of our specific data, and I can save the reports to pull (and edit dates) whenever needed. I do not mind this, but if I can automate more, I will.
Any ideas, advice, suggestions?
๐ reading - give me a few min
Take your time! I've been doing this for 7 hours straight so it's probably time for a break so I can get other work things done ๐ฅฒ HAHA
Fair, fair. Can you say more about what data you're trying to pull and aggregate in what way?
pulls subscription data from Stripe and aggregrates necessary data
Directly from Stripe there are fundamentally 3 sources:
1/ Raw API results from customers / subscriptions / invoices / payments
2/ Dashboard built in charts & exports
3/ Custom reports using Sigma
But the details are very much in exactly what you're looking at and how you combine that data (for exactly the nuanced reasons you note like discounts, cancellations etc)
This would be like.. I'm going to use the past week as an example, because that's just easiest:
- Total revenue for the past week
- all currently active subscribers
- new subscribers in the past week
- cancellations in the past week
those are probably the main things
so the hard part is like, some of it is just the past week, but then there's a total number of currently active ๐ฅด
There are other tools like our prebuilt reports: https://stripe.com/docs/reports/select-a-report
but these dont really look at things from a subscription perspective
And new reporting features under development like advanced revenue reporting: https://stripe.com/docs/revenue-reporting
oh neat yeah, the advanced reporting is probably what we would really want. i have developed blinders to any platform being like "additional feature??? check it out???" ๐ right now it's like.. i can pull all the data, i can probably format it pretty quick, but all of it takes me probably 2-3 hours total. ๐ not fun once a week
Honestly, you're likely already doing this the best way thats going to get you specifically what you need. It's possible that other 3rd party analytics/reporting will get you a suitable result but less customizable, but I can't really speak to that vs your requirements
If you already have a flow, making that easier to run/update is likely a good option
Sweet, okay. I think you're probably right, unfortunately. Thank you!! Sometimes someone to bounce words off of really helps. ๐