Chargebee reports
and dashboards
Bring your Chargebee data into Filament. Create dashboards, build reports and explore your questions in plain English.
Your Chargebee data, connected.
Chargebee shows you subscription metrics and revenue dashboards, but understanding which marketing campaigns drive your highest-value subscribers or how customer acquisition costs compare to lifetime value requires connecting billing data to your ad platforms and CRM.
Filament links Chargebee to your marketing and analytics tools so you can explore subscription economics, cohort performance, and revenue attribution without manual exports.
Data we sync
SubscriptionsExample fields: Subscription id, Plan id
Track subscription lifecycle with subscription_id, plan_id, status, current_term_start, current_term_end, billing_period, and mrr. See which plans drive the most revenue and when customers are likely to churn.
subscription_idplan_idstatusmrrcurrent_term_endbilling_period
CustomersExample fields: Customer id, Email
Analyze customer profiles with customer_id, email, created_at, billing_address, payment_method, and customer_type. Connect to your CRM to see which acquisition channels bring in the highest-value subscribers.
customer_idemailcreated_atbilling_addresspayment_method
InvoicesExample fields: Invoice id, Subscription id
Track billing activity with invoice_id, subscription_id, total, amount_due, status, date, and line_items. Understand payment timing and identify revenue recognition patterns across your customer base.
invoice_idsubscription_idtotalstatusdateline_items
TransactionsExample fields: Transaction id, Invoice id
Monitor payment flows with transaction_id, invoice_id, amount, payment_method, status, date, and gateway. Spot failed payments early and analyze which payment methods have the highest success rates.
transaction_idinvoice_idamountpayment_methodstatusgateway
Credit NotesExample fields: Credit note id, Customer id
Track refunds and adjustments with credit_note_id, customer_id, total, reason_code, date, and line_items. Understand why customers request refunds and which products have the highest return rates.
credit_note_idcustomer_idtotalreason_codedate
Coupons and CreditsExample fields: Coupon id, Discount type
Analyze promotional effectiveness with coupon_id, discount_type, discount_amount, duration, redemptions, and promotional_credits. See which offers drive conversions and calculate the true cost of acquisition.
coupon_iddiscount_typediscount_amountdurationredemptions
Subscription ItemsExample fields: Item id, Subscription id
Break down subscription components with item_id, subscription_id, item_price_id, quantity, unit_price, and amount. Understand which add-ons and features customers value most.
item_idsubscription_iditem_price_idquantityamount
Plans and AddonsExample fields: Plan id, Name
Review product catalog with plan_id, name, price, period, addon_id, and pricing_model. Compare plan performance and identify which pricing structures convert best.
plan_idnamepriceperiodpricing_model
Chargebee works well with
Google Ads
Connect Chargebee subscription data with Google Ads campaign performance to see which keywords and ad groups drive the most monthly recurring revenue. Calculate true customer acquisition costs by matching ad spend to subscription lifetime value.
HubSpot
Connect Chargebee billing data with HubSpot contacts and deals to track which lead sources convert to paying subscribers. Analyze how sales cycle length affects plan selection and identify which marketing touchpoints correlate with higher customer lifetime value.
See the
whole picture.
Filament brings your apps together in a managed warehouse. Build dashboards, share reports and ask questions in plain English.
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Your questions, answered.
How do I connect Chargebee?
This connection uses Fivetran.
You need a Chargebee Admin or Owner account. Check which Product Catalog version your site currently uses; it may have changed since the site was created.
- In Chargebee, open Settings → Configure Chargebee → API Keys and Webhooks → API Keys.
- Select Add API Key → Read-only Key → All. Name the key, select Create Key and copy it.
- Note your site’s subdomain: for
example.chargebee.com, enterexample. - Open Apps in Filament and add Chargebee. Use the connection for your site’s Product Catalog version.
- Enter the API key and subdomain, select Save & Test, then return to Filament and complete setup.
For Product Catalog 2.0, syncing ramps requires Chargebee to enable the Ramp feature on your account. Ask your Chargebee account manager if it is unavailable.
How far back does Filament sync Chargebee data?
Filament syncs your complete Chargebee history, including all subscriptions, invoices, transactions, and customer records from day one. This lets you analyze year-over-year trends, cohort performance, and long-term customer lifetime value without limitations.
Can I connect multiple Chargebee sites to Filament?
Yes. If you run multiple Chargebee sites for different products, regions, or brands, you can connect each one to Filament. This is particularly useful for agencies managing billing for multiple clients or businesses operating separate subscription products.
Does Filament update Chargebee data in real-time?
Filament syncs Chargebee data every few hours, which is frequent enough to track daily revenue trends, monitor churn, and spot payment issues. For most subscription business analytics, this refresh rate provides current insights without overwhelming your systems.
Can I see which marketing campaigns drive subscription revenue?
Yes, when you connect Chargebee to your marketing tools like Google Ads, Facebook Ads, or your CRM. Filament matches customers across platforms so you can ask questions like which campaigns generate the highest monthly recurring revenue or which channels have the best customer lifetime value.
Which Chargebee KPIs can I track?
Monthly recurring revenue: normalise active subscription charges to a monthly amount; define how discounts, trials and usage charges are treated. Customer churn: customers lost during a period divided by paying customers at its start. Average recurring revenue per customer: MRR divided by active paying customers. Keep currencies separate.