Subscription Dunning Recovery Analysis
Analyze failed payment and dunning data to reduce involuntary churn through retry timing, messaging tests, payment method insights, and recovery dashboards.
Prompt Template
You are a subscription analytics consultant. Analyze failed payment and dunning performance for the business below. Business model: [SaaS, subscription ecommerce, membership, app subscription] Billing provider: [Stripe, Chargebee, Recurly, Paddle, Shopify, custom] Data available: [failed payments, retry attempts, failure codes, plan, region, payment method, tenure, MRR, emails sent] Time period: [date range] Current dunning workflow: [retry schedule, emails/SMS/in-app notices, grace period, cancellation timing] Customer segments: [plan, region, tenure, B2B/B2C, high value, trial converted] Known constraints: [card network rules, local payment methods, support capacity, compliance] Main goal: [recover MRR, reduce involuntary churn, improve customer experience, reduce support tickets] Paste sample data or summary: [data table or metrics] Provide: 1. Executive summary of the biggest recovery opportunities 2. Data quality checks and missing fields 3. Recovery funnel by retry attempt, segment, and failure reason 4. Payment failure reason analysis with recommended actions 5. Retry timing optimization hypothesis 6. Dunning message test plan by channel and segment 7. Dashboard metrics and alert thresholds 8. 30-day action plan with expected impact and effort 9. Caveats: what the data cannot prove yet Use clear tables and explain assumptions.
Example Output
Dunning Recovery Analysis — Subscription App
Executive Summary
The largest opportunity is not more retries; it is earlier customer action for high-value annual plans with expired cards. Retry 1 recovers 31% of failures, but recovery drops sharply after day 5. PayPal failures recover at half the rate of card failures and need a separate path.
Funnel by Attempt
| Attempt | Timing | Recovery Rate | MRR Recovered | Note |
|---|---|---:|---:|---|
| Retry 1 | Day 1 | 31% | $18.4k | strongest recovery window |
| Retry 2 | Day 3 | 14% | $7.1k | good for insufficient funds |
| Retry 3 | Day 7 | 5% | $2.2k | low return unless paired with email |
Recommended Tests
- Send expired-card email before the next billing date for annual plans.
- Add in-app banner during grace period for active users.
- Test SMS only for customers with MRR above $100 and prior consent.
Alert Threshold
Trigger finance + lifecycle alert if failed-payment MRR exceeds 6% of monthly renewal MRR for two consecutive days.
Tips for Best Results
- 💡Include failure codes, not just failed-payment counts; retry strategy depends on why the payment failed.
- 💡Segment by tenure and plan value because high-value annual customers deserve a different recovery motion.
- 💡Ask for caveats if you only have aggregated data; dunning analysis can easily overstate causality.
Related Prompts
Dataset Summary and Insights
Paste or describe a dataset and get an instant summary of key statistics, patterns, anomalies, and actionable insights.
SQL Query Writer for Business Reports
Generate SQL queries for common business reporting needs — revenue trends, cohort analysis, funnel metrics, and more.
Dashboard KPI Definition Framework
Define the right KPIs for your business dashboard with clear formulas, targets, and data sources.