Recurly is a subscription management service that is designed to provide a variety of billing models to its users - per month, per usage, etc., - and then process recurring charges through those models. Recurly can use data gathered from subscriptions to generate analytics for a company. It also supports integrations with other sales management tools. These can provide users with a more seamless experience and deeper analytic data.
Chartio is a business intelligence solution that prides itself on ease of use. With its out-of-the-box connections to Snowflake, Google BigQuery, Amazon Redshift, and other popular data sources — along with its ability to provide direct access to information in Google Sheets, CSVs, and cloud applications — Chartio deploys in a few clicks and doesn't require additional hardware.
Popular Use Cases
Bring all your Recurly data to Amazon Redshift
Load your Recurly data to Google BigQuery
ETL all your Recurly data to Snowflake
Move your Recurly data to MySQL
Recurly's End Points
Track data about the status of a customer’s subscription - recurring, new, canceled, etc., - and which plans they are subscribing to. This data can help demonstrate the success or failure of various subscription models and show the most popular time periods to subscribe.
Retrieve data about any purchase or payment processed through Recurly, including the amount of the transaction, customer contact information and the status of the transaction i.e.,whether it is declined, voided, or successful. This data can then be used to provide analytics about the actual revenue being generated by your company.
Gather all of the information related to an invoice that has been sent to a customer, including charges, refunds, credits and discounts. This field also includes the payment history for invoices, which can be used to track trends and help with predictive analysis.
Set up and detail the various plans that your subscriptions use. This field includes data about the plans - how much they costs, what the billing rates are, etc., - and also provides customer data about who is using what plans. This can assist in scoring leads and segmenting your customers by lifecycle stage.
Store all of your data about a customer’s account, including contact information and billing history. You can also use this to track a customer’s current and historical subscription data, which can provide you with insights into your general business performance and help you determine which subscription plans are most profitable.
Chartio's End Points
Chartio Analytics with Visual SQL
Chartio's 'visual SQL' makes it easy for anyone without coding experience to explore, transform, and visualize your data through an intuitive, drag-and-drop user interface. When employees without SQL knowledge can set up a custom report in minutes, this frees up data and engineering teams to focus on more important tasks. Moreover, since the platform is built on SQL, Chartio offers more advanced capabilities to those with SQL knowledge.
Chartio's visual user interface makes it easy to customize dashboards for a more brand-consistent experience. Chartio also allows you to schedule and automate the sharing of dashboards by email, PDF, or a link. In addition, you can create alerts to track your most important metrics and receive notifications that tell you when to take action in response to new developments. Lastly, Chartio dashboards offer a 'Snapshots' tool for viewing historical data and keeping track of the most important metrics for your company.
Chartio Data Security and Compliance
Chartio's database connections offer full control by utilizing a reverse SSH tunnel for the connection. The platform also makes it easy to manage your team members' access and permissions to different types of information. Finally, transferred data is subjected to SSL-encryption, so you don't have to worry about your information being exposed.
Chartio Business Intelligence Features
Chartio's advanced business intelligence features offer the following: (1) data blending to combine different types of data for more robust insights; (2) data stores to save data segments in Chartio without needing to change operational databases; (3) drill-downs to easily dig deeper into your data; (4) drag-and-drop table joins that are automatically built into queries when using Chartio's visual SQL interface; (5) customizable schemas by writing SQL to create specialized tables and columns; (6) extrapolation features to forecast future trends; and many other features.