This guide explains how to access and use the Insights dashboard in PalmsTrack Subscription Tracker Pro. Under Subscription Tracker → Insights, you’ll find high‑level subscription insights, spending forecasts, cost breakdowns, a detailed expense summary, benchmarking tools, and export options.
Use Insights to quickly understand your highest‑cost subscriptions, renewal forecasts, forecasted expenses, spending breakdowns, and compare your site’s subscription costs against anonymized WordPress benchmarks. Get actionable visibility into your subscription spending—empowering you to forecast budgets, uncover savings, benchmark against peers, and produce shareable expense reports with ease.
Key Metrics Dashboard
- Highest‑Cost Subscription: Identifies the single subscription with the largest cost.
- Total Subscriptions: Total number of active subscriptions.
- Renewals This Month: Number of upcoming renewals within the current month.
- Renewals Within 30 Days: Count of renewals due in the next 30 days.
Projected Annual Spend
Scroll down to view the stacked bar chart forecasting your monthly subscription costs for the next year. Use the timeframe dropdown to adjust your forecast window and hover over segments for individual subscription details.
Cost Breakdown Reports
- Costs by Tag: Monthly, annual, and lifetime totals grouped by tag.
- Costs by Category: Spend organized by category (e.g., Free, Premium, Hosting, Services).
Subscription Expense Summary
This table lists each subscription—grouped by category—with monthly, annual, and estimated yearly totals. Use it to audit your complete recurring spend in one view.
WordPress Insights (Benchmarking)
Compare your spending patterns to anonymized data from other WordPress sites. Choose your site type, niche, and traffic level, agree to anonymized data submission, then click See My Site’s Insights to generate a personalized benchmark report.
Exporting Reports
To share or archive your expense data, click the Download PDF button at the top‑right of the Subscription Expense Summary table. This exports a formatted PDF report of all subscriptions and costs.
Tips & Best Practices
- Review Insights weekly to proactively manage renewals and budget.
- Use cost breakdowns to identify high‑spend tags or categories for cost optimization.
- Run WordPress Insights benchmarking quarterly to compare against industry trends.
- Export expense reports monthly for bookkeeping and stakeholder reporting.
- Adjust chart timeframe to align with quarterly or annual planning cycles.