How can I see which trials were started in the Trial Performance dashboard?

You can find the total number of trials started in a specific month by following these steps:

 

  1. Download the Subscriptions export for the month you are reconciling and set a Subscription status of All.
  2. Go to the trial_started_at column and remove all subscriptions that have this field empty, as this means that they did not subscribe to a plan with a free trial. 
  3. Scroll down the column to ensure all trial_started_at dates were within the time range you are analyzing. For example, if you're looking at number of trials started in March 2020, you'd want to ensure that this column only includes dates between March 1, 2020 - March 31, 2020. 
  4. Add up the total subscriptions and that sum is the total # of trials started in that time period.