How I Build a Baremetrics Dashboard That Drives SaaS Decisions

A Baremetrics dashboard works best when each tile answers a decision. Revenue shifts, trials stall, and cards fail. A good dashboard shows which of the three happened, how large the move is, and where to look next.

This guide shows how to design a Baremetrics dashboard around decisions, how to build and share a custom view with the steps from the official help center, and how to read the numbers without being fooled. Plan prices and limits come from the official Baremetrics pricing page. Confirm every figure there before you buy.

Start with decisions, not charts

Write down the calls the team makes each week before touching a widget. Most SaaS teams return to three questions. Is revenue growing? Are customers staying? Is demand turning into clean recurring revenue?

Those three questions set the top row. Lead with MRR, net new MRR, churn, and active customers. MRR shows pace. Net new MRR shows whether new sales beat downgrades and cancellations. Churn shows whether the bucket has a crack. Active customers adds scale, because revenue can rise while the customer base thins.

Next add ARPU, lifetime value, and trial conversion. ARPU helps judge pricing and plan mix. Lifetime value works as a directional signal, not a promise, because the number comes from past behavior. Trial conversion shows whether onboarding works. When failed payments matter, add a failed charges view, because avoidable churn is the easiest churn to cut.

Baremetrics plans and what each unlocks

Baremetrics prices plans by the annual recurring revenue tracked, not by seats. The pricing page lists three tiers. Figures below come from the plan table on the page. The page also shows conflicting numbers in its search description, so treat the live plan cards as the final word.

Plan	ARR tracked	Price on the page	Dashboard-relevant features
Launch	Up to $360K listed on the card, free up to $180K in the table	Free up to $180K ARR, then $49 per month	28+ subscription metrics, Trial Insights, email reports, autogenerated segments, data enrichment, chat support
Growth	$360K to $3.6M	$69 per month	Adds custom dashboards, unlimited segmentation, benchmarks, goal tracking, advanced exports, Slack and Intercom integrations
Scale	$3.6M and above	$409 per month	Adds scenario planning, budget and expense tracking, Analytics API, dedicated support rep

Two add-ons apply to any plan. Payment Recovery costs $129 per month flat or 10 percent of recovered revenue. Cancellation Insights costs $129 per month. Annual billing can cut up to 35 percent off the listed price on Growth and Scale, and Launch is month-to-month only. Because the page lists custom dashboards under Growth, a team on Launch should check the current plan cards before planning role-based views.

Pick metrics for the first row

Each tile should pair with a second metric which explains the first. A single number invites a wrong story. The table below pairs the common first-row metrics with a diagnostic partner.

Metric	Question answered	Diagnostic partner
MRR	How large is recurring revenue now?	Net new MRR and the MRR movement breakdown
Net new MRR	Do new sales beat losses?	Churned MRR and contraction MRR
User churn	How many customers left?	Revenue churn, so a loss of large accounts shows up
Revenue churn	How much recurring revenue left?	Cancellation reasons from Cancellation Insights
ARPU	Is the average account growing?	Plan mix by segment
Trial conversion	Does onboarding work?	Source or plan segment
Failed charges	Is money leaking through billing?	Payment Recovery results

Baremetrics defines user churn as cancelled customers in the last 30 days divided by active customers 30 days ago. Revenue churn uses lost MRR from downgrades and cancellations over MRR 30 days ago. The help center says revenue churn is generally the better metric to watch, especially with many plans. When revenue churn runs higher than user churn, the business is losing higher-value customers.

Build a custom Baremetrics dashboard step by step

The help center describes a short build process. Follow the order below, because the segment must exist before the dashboard can use the segment.

Save a segment first

Open Segment Your Metrics and filter customers by any attributes you need, such as Stripe customers in New York. Add as many filters as the view requires. Save the segment with a clear name, because dashboard builders pick segments by name later.

Create and fill the dashboard

1. In the Control Center, open the dropdown menu and choose Create New Dashboard.
2. Name the dashboard after the audience, such as Finance weekly or Growth funnel.
3. Select the metrics to display and apply the saved segment to each tile where relevant.
4. Add more metrics until the view answers its decisions and no more.
5. Click Share with team to let teammates see the dashboard, then click Save.
6. Reopen the dashboard later by hovering over the arrow in the Control Center.

To remove a dashboard, click the gear icon beside the name in the dropdown and choose Remove View. The help article does not list specific widget types, so confirm the available tiles inside your own account before promising a layout to stakeholders.

Share a view without a login

The Share button at the top of a dashboard creates a link. Recipients do not need a Baremetrics login. External viewers see a clean page with no navigation and no dashboard switcher. Only metrics and numbers data appear, and customer tiles are removed. This differs from the investor links feature, which shares the entire dashboard. A custom dashboard link lets you choose which metrics an outsider sees, so share finance detail with an auditor and growth detail with an advisor, not everything with everyone.

Role-based dashboard layouts

One dashboard for everyone creates fog. Build one core view, then add lighter versions for each team. The layouts below are suggestions, not Baremetrics templates. Baremetrics also publishes dashboard examples and templates for more ideas.

View	Top row	Second row	Decisions supported
Executive	MRR, net new MRR, revenue churn	Benchmarks and goal tracking from the Growth plan	Hiring pace, targets, pricing
Finance	MRR, ARPU, failed charges	Upgrades, downgrades, cancellations	Collections, budget, risk
Growth	Trial conversion, new customers, expansion MRR	Segments by plan or source	Spend, onboarding, packaging

Executives want a windshield. Finance wants the engine bay. Growth wants the funnel and its leaks. Each team shares one source of truth but not one screen.

Read the numbers with care

Baremetrics follows its own counting rules. Several of these rules surprise new users, so learn them before presenting a number to the board. The Stripe help article lists the behaviors below.

• Baremetrics counts only customers with a paid invoice.
• Discounts come out of MRR, so a coupon lowers the number below list price.
• Customers unpaid for more than 30 days count as cancelled.
• Auto-cancellation happens 31 days after the first failed invoice.
• Paused subscriptions count as churned, then as reactivations when payments resume.
• Only one coupon can be active per subscription.
• Changing a plan description in Stripe overrides the plan name shown in Baremetrics.
• Several of these behaviors are configurable, so check the settings before comparing against other tools.

Annual plans need patience. The help center says annual plans younger than one year do not appear on churn dashboards until a year passes, and their rates take time to stabilize. A new annual product can therefore look healthier than the facts support.

Run a weekly dashboard review

1. Open the executive view and compare this week with the prior week.
2. Check net new MRR first, then break the result into new, expansion, contraction, and churned MRR.
3. Open the finance view and scan failed charges.
4. Open the growth view and compare trial conversion by segment.
5. Write one sentence for each surprise, such as a price change or a launch.
6. Share the dashboard link with the team and note one action per owner.

A short written note beside each review prevents drama. A big annual conversion, a batch of recovered failed charges, or a currency move can shift a line without any change in demand. Keep the note with the report so future readers understand the shape.

Review the dashboard itself every quarter. Remove tiles nobody opened. Rename segments whose meaning drifted. Check whether a new plan or price needs a new segment. A dashboard with fewer, sharper tiles gets read. A dashboard with forty tiles gets ignored.

FAQ about the Baremetrics dashboard

Which plan includes custom dashboards?

The pricing page lists custom dashboards under the Growth plan. The help article does not name a plan, so verify on the current pricing page.

Can investors view a dashboard without an account?

Yes. A shared dashboard link needs no login. Customer tiles are removed from shared views.

How many metrics does Baremetrics track?

The pricing page lists 28 or more subscription metrics on the Launch plan. An older Baremetrics article cites 26 key metrics, so the count has grown.

Can I segment a dashboard by plan or region?

Yes. Save a segment with any filters, then apply the segment to the tiles on a custom dashboard.

Why does my churn number differ from a spreadsheet?

Baremetrics uses a 30-day window, counts delinquent customers as cancelled after 30 days, and treats paused subscriptions as churned. A spreadsheet rarely applies the same rules. Align definitions before comparing.

Conclusion

A strong Baremetrics dashboard starts with decisions, pairs every metric with a diagnostic partner, and gives each team its own view. Save segments first, build the custom dashboard from the Control Center, and share limited links with outsiders. Learn the counting rules for paused, delinquent, and discounted accounts. Then the next dip in the line tells you where to look first.