Prepaid Shipments Report

The Prepaid Shipments Report tracks the performance of your prepaid subscription offers—products where customers pay upfront for multiple scheduled shipments. This report shows you how prepaid orders progress through their lifecycle: from initial purchase, through active shipping, to either successful completion of all scheduled shipments or cancellation. It's essential for understanding prepaid offer health and forecasting upcoming fulfillment obligations.

What This Report Includes

This report covers orders placed on prepaid subscription offers, organized by the original order date. It tracks each prepaid order through four distinct lifecycle stages: new order, cancellation, active shipping, and completed fulfillment.

Orders Included:

Only orders placed on prepaid subscription offers (offers configured with multiple shipments per cycle)
Tracks each prepaid order through its full lifecycle: new, cancelled, active, and completed
Test orders are excluded
Date range is based on Order Date (when the prepaid subscription order was placed)

Why This Matters: Prepaid subscriptions represent advance revenue commitments with corresponding fulfillment obligations. Understanding how many prepaid orders are active, how many complete their full shipment cycle, and how many cancel early is critical for accurate revenue recognition, inventory planning, and cash flow management.

Prerequisites

This report requires prepaid offers configured with multiple shipments per billing cycle.

Report Metrics

New Prepaids

The count of new orders placed on a prepaid subscription offer during the selected period. Each new prepaid represents a customer who has committed to and paid for multiple future shipments. This metric shows your prepaid acquisition volume and helps you forecast upcoming fulfillment demand—every new prepaid order creates a series of scheduled shipments that your operation will need to fulfill.

Prepaid Shipping Cancelled

The count of prepaid sales that have been cancelled or refunded during the selected period. Cancellations end the prepaid shipment cycle early, meaning remaining scheduled shipments will not be fulfilled. A high cancellation rate may indicate issues with product satisfaction, buyer's remorse on the prepaid commitment, or misaligned expectations about the prepaid offer terms. Monitoring this metric helps you identify retention opportunities and evaluate whether your prepaid offers are attracting committed customers.

Prepaid Shipping Active

The count of prepaid orders that are currently in an active shipping state—they have been purchased, are not cancelled, and still have remaining shipments to be fulfilled. These represent your current prepaid fulfillment obligations. This is a point-in-time inventory metric that tells you how many prepaid customers are expecting upcoming shipments. Use it for capacity planning, inventory forecasting, and understanding the scale of your ongoing prepaid commitments.

Prepaid Shipping Complete

The count of prepaid sales that have successfully completed all of their scheduled shipments. These customers received every shipment they paid for, representing a fully fulfilled prepaid commitment. A high completion rate is a strong indicator of prepaid program health. Completed prepaids are also your best candidates for renewal offers, since these customers demonstrated commitment through the entire prepaid cycle. Compare this against New Prepaids to understand your long-term prepaid fulfillment success rate.

Available Dimensions

Use these dimensions to slice and filter your prepaid shipment data for deeper analysis.

Dimension	Description
Subscribed Date	The date the subscription was created
Subscribed Hour	Hour of day when the subscription was created (0–23)
Subscribed Day Of Week	Day of the week the subscription was created
Subscribed Week	ISO week number of subscription creation
Subscribed Month	Month and year of subscription creation
Subscribed Year	Year the subscription was created
Next Shipment Date	The date of the next scheduled shipment
Customer ID	The customer's ID in the system
Customer Email	The customer's email address
Customer Name	The customer's full name
Customer Information	Combined customer details (name, email, phone) for searching
Connection	The connection (CRM instance) associated with the customer
Order ID	The unique order identifier
Order Offer ID	The unique identifier for a specific offer within an order
Offer Status	The current status of the offer
Connection Offer Status	The offer status as defined by the connection
Is Blacklist	Whether the customer is on the blacklist
Is Gift	Whether the order was marked as a gift
Device	The device used to place the order
Device Type	The type of device (e.g., Desktop, Mobile, Tablet)
Offer	The offer associated with the subscription
Offer Name	Display name of the offer
Offer Code	The unique offer code
Offer Type	The type of offer (e.g., Recurring, One Time Sale)
Primary Offer Category	Primary category assigned to the offer
Secondary Offer Category	Secondary category assigned to the offer
Campaign	The campaign associated with the order
Primary Campaign Category	Primary category assigned to the campaign
Secondary Campaign Category	Secondary category assigned to the campaign
Charge Frequency	How often the subscription is billed
Shipping Frequency	How often shipments are sent
Is Prepaid Offer	Whether the offer is a prepaid subscription
Is Recurring	Whether the offer involves recurring billing
Discount Code	Discount or coupon code applied to the order
Discount Name	Display name of the applied discount
Discount Category	Category of the applied discount
Ship Country	Shipping destination country
Ship State	Shipping destination state or province

Key Business Insights

Completion Rate is your prepaid program's report card. Divide Prepaid Shipping Complete by New Prepaids (for mature cohorts) to understand what percentage of prepaid customers receive all their shipments. This is the ultimate measure of prepaid offer success.
Cancellation timing matters as much as cancellation volume. Early cancellations (before any shipments) may indicate offer messaging issues, while mid-cycle cancellations may point to product satisfaction problems. Look at cancellation patterns relative to the shipment schedule.
Active Prepaid count drives your fulfillment forecast. Each active prepaid represents guaranteed upcoming shipments. Use this number to plan inventory procurement, warehouse capacity, and carrier volume commitments.
New Prepaid trends reveal offer market fit. Rising new prepaid orders suggest strong customer appetite for your prepaid value proposition. Declining acquisition may signal the need to refresh your offer terms, pricing, or product selection.
Compare New Prepaids against the sum of Cancelled, Active, and Complete. For any given cohort, these four states should account for all prepaid orders. If numbers don't reconcile, some orders may be in a transitional state worth investigating.

Optimization Strategies

Analyze your cancellation-to-completion ratio by offer. If certain prepaid offers have significantly higher cancellation rates, investigate whether the product, pricing, or shipment frequency is misaligned with customer expectations. Adjusting offer terms can dramatically improve completion rates.
Use completion data to build renewal campaigns. Customers who complete their full prepaid cycle are your warmest prospects for repeat purchases. Time your renewal outreach to arrive just as their final shipment is delivered.
Monitor Active Prepaid trends for fulfillment capacity planning. A growing active prepaid base means increasing fulfillment obligations. Ensure your warehouse capacity, inventory levels, and carrier agreements can scale with your prepaid growth.
Test different prepaid structures. Use this report to compare performance across different prepaid configurations—varying the number of shipments, shipment frequency, or discount levels—to find the optimal structure that maximizes both conversion and completion.

Pro Tips

Look at mature cohorts for accurate completion analysis. New Prepaids from recent periods will still show as Active, making completion rates appear artificially low. Focus on cohorts old enough to have completed their full shipment cycle for meaningful completion rate analysis.
Track the ratio of Active to New over time. A healthy prepaid program should show Active counts growing proportionally with New Prepaids. If Active counts are flat while New Prepaids rise, cancellations may be absorbing your growth.
Use this report alongside your revenue reports. Prepaid revenue is collected upfront, but fulfillment costs are spread across the shipment cycle. Understanding the shipment status of your prepaid base helps you match revenue recognition with actual fulfillment progress.

Frequently Asked Questions

Q: What qualifies as a "prepaid" offer in this report? A: This report includes orders placed on subscription offers configured for multiple pre-paid shipments. These are offers where the customer pays once for a series of scheduled future shipments rather than being billed separately for each shipment cycle.

Q: Can a single prepaid order appear in multiple status columns? A: No—each prepaid order exists in exactly one state at any given time. It starts as a New Prepaid, then moves to either Active (shipping in progress), Cancelled (terminated early), or Complete (all shipments fulfilled). The report shows you the distribution across these lifecycle stages.

Q: Why might my Active count seem high relative to New Prepaids? A: Active Prepaids accumulate over time because they represent all orders currently in their shipment cycle. A prepaid offer with 6 monthly shipments means customers stay in the Active state for up to 6 months. The Active count reflects the cumulative inflow of new prepaids minus outflows from completions and cancellations.