How to track subscriptions and MRR

The Subscriptions page is your subscriber ledger: every customer paying you on a recurring basis, in one list.

• Each subscription stores a customer name, an optional email, and a plan, a free-text field, so "Pro", "Team", "Enterprise Annual", or whatever your actual plan names are, all work without needing to predefine a plan catalogue.
• MRR is entered directly on the subscription as the normalized monthly amount. If you bill annually, enter the monthly-equivalent value so it rolls up correctly next to your monthly plans.
• Status moves through Trial → Active → Past Due → Cancelled.
• Started date is required and anchors every calculation BrandOps makes about this subscriber, including the MRR trend chart. Renewal date is optional and drives the Renewals & past due widget.
• Add Notes for anything that doesn't fit elsewhere: a discount you promised, a downgrade conversation, churn risk signals.

The dashboard's MRR trend chart is the fastest way to see whether your recurring revenue is heading up or down, and it's built entirely from your subscription records. There's no separate revenue ledger to keep in sync.

• The 8-week trend is reconstructed, not stored: for each past week, a subscription counts toward that week's MRR if it had already started and hadn't yet cancelled by that week's end.
• This is a reasonable approximation, not full revenue-recognition accounting. It can't tell you whether a subscriber was on Trial or Active at a specific past date, only whether they'd started and not yet cancelled, so treat the trend as directional rather than a finance-grade historical ledger.
• Trial subscriptions are excluded entirely from both the current MRR figure and the historical trend, since they're not paying revenue yet.
• Churn rate (MTD) = subscriptions cancelled this month ÷ subscriptions that were active at the start of this month. It resets each calendar month.
• The week-over-week delta next to your current MRR compares this week's total to last week's, so you can catch a slide before it shows up in your monthly numbers.

The Renewals & past due widget on your dashboard exists so nothing important gets buried in a list of dozens of subscribers.

• It surfaces any subscription whose renewal date has already passed or falls due today, plus every subscription currently marked Past Due, regardless of its renewal date.
• Subscriptions shown here are sorted soonest-due first, and Past Due subscribers are visually flagged so you can prioritise collections conversations.
• Trial, Active, and Past Due subscriptions are all eligible to appear; Cancelled subscriptions are excluded since there's nothing left to renew.
• Clicking through takes you straight to the full Subscriptions list to take action: mark as renewed, follow up, or update status.

Subscriptions only appears in your sidebar once your brand is configured as a SaaS business.

• Go to Settings → Brand tab and set Business Type to SaaS.
• The Subscriptions link appears in your sidebar immediately, alongside the MRR trend and Renewals & past due widgets on your dashboard.
• Ecommerce, Consulting, and Freelance brands see their own dedicated modules in place of Subscriptions. Business Type only changes which modules are visible, not your underlying account.
• You can change Business Type again later without losing any subscription data you've already entered.