使用 Stripe Sigma 更快地获得更深入的洞察

为什么选择 Stripe Sigma

从 SQL 和 AI 驱动的 Stripe 数据中获取洞察

Stripe Sigma使企业能够轻松探索和分析其Stripe数据,以便在Stripe 管理平台内更快地获得商家见解。

进行数据驱动的决策

精确到交易级别,深入了解数据,跟踪趋势,并分析数据中的模式。使用 SQL 或自然语言提示,快速获得涉及业务问题的答案。

创建完全自定义的报告

通过创建符合您需求的自定义指标和报告来监控业务。可以从头编写 SQL,使用预构建模板开始,也可以在 AI 助手的帮助下修改现有报告。然后,将报告转化为动态图表,轻松实现数据的可视化。

利用 AI 获取答案

使用我们的人工智能助手轻松获得简单商家问题的答案。用简单的英语提问,即可立即获得自定义报告所需的查询,无需编码。

轻松协作

通过共享查询、将自定义报告发布到Stripe 管理平台以及安排将报告直接发送到他们的收件箱,使您的团队保持同步。

使用案例

不同团队如何使用 Stripe Sigma

从创始人到财务团队,任何人都能轻松从 Stripe 数据中获取洞察——无需掌握 SQL 知识。只需输入您的问题,由 AI 驱动的 Stripe Sigma 助手便会将其转化为查询语句并生成相应报告。

我们进行抗辩的争议占比多少?

我们二月份的收款额是多少?

哪些客户还未支付账单?

哪些收款与最近的银行提现相一致?

每月现金流变化是多少?

我们公司的日余额是多少?

我们有多少活跃客户?

客户为什么对付款提出争议?

我们目前最受欢迎的订阅计划是哪个?

来自各支付卡品牌的付款分别有多少笔?

来自不同客户渠道的收入有多少?

使用 Stripe Sigma,业务团队可更加高效地经营公司

使用 Stripe Sigma,财务团队可更快完成关账工作

使用 Stripe Sigma,数据团队可分析从 ARPU 到流失的一切问题

使用 Stripe Sigma,产品管理团队可寻找新的商机。

业务运营

我们进行抗辩的争议占比多少?

--This template returns an itemized list of disputed charges for the past 30 days, --along with information such as whether evidence has been submitted and the status of the dispute -- Note: if you have currencies that do not have cents (e.g. JPY), you should not divide by 100.0 select charges.id as charge_id, date_format(disputes.created, '%Y-%m-%d') as dispute_date, date_format(charges.created, '%Y-%m-%d') as charge_date, charges.card_brand, disputes.reason, disputes.status, disputes.amount / 100.00 as dispute_amount, disputes.currency, disputes.evidence_details_has_evidence as evidence_saved, case when disputes.evidence_details_submission_count = 0 then false else true end as evidence_submitted from disputes join charges on charges.id = disputes.charge_id where date(charges.created) >= date_add('day', -30, current_date) order by 2 desc
~

业务运营

我们二月份的收款额是多少?

-- This template returns a monthly summary of your activities, including all payments in the UTC time zone -- Note: this query may need to be modified to handle additional payout/transfer types if you are using Connect -- monthly_balance_transactions is a temporary table that aggregates and pivots different -- balance_transaction types on a monthly basis for each currency -- Note: only months with at least 1 balance transaction will be returned with monthly_balance_transactions as ( select date_trunc('month', case when type = 'payout' then available_on else created end) as month, -- payouts are considered when they are posted (available_on) currency, sum(case when type in ('charge', 'payment') then amount else 0 end) as sales, sum(case when type in ('payment_refund', 'refund') then amount else 0 end) as refunds, sum(case when type = 'adjustment' then amount else 0 end) as adjustments, sum(case when type not in ('charge', 'payment', 'payment_refund', 'refund', 'adjustment', 'payout') and type not like '%transfer%' then amount else 0 end) as other, sum(case when type <> 'payout' and type not like '%transfer%' then amount else 0 end) as gross_transactions, sum(case when type <> 'payout' and type not like '%transfer%' then net else 0 end) as net_transactions, sum(case when type = 'payout' or type like '%transfer%' then fee * -1.0 else 0 end) as payout_fees, sum(case when type = 'payout' or type like '%transfer%' then amount else 0 end) as gross_payouts, sum(case when type = 'payout' or type like '%transfer%' then fee * -1.0 else net end) as monthly_net_activity, count_if(type in ('payment', 'charge')) as sales_count, count_if(type = 'payout') as payouts_count, count(distinct case when type = 'adjustment' then source_id end) as adjustments_count from balance_transactions group by 1, 2 ) -- Compute the month_end_balance for each month and format output -- Note: if you have currencies that do not have cents (e.g. JPY), you should not divide by 100.0 select date_format(month, '%Y-%m') as month, currency, sales / 100.0 as sales, refunds / 100.0 as refunds, adjustments/100.0 as adjustments, other / 100.0 as other, gross_transactions / 100.0 as gross_transactions, net_transactions / 100.0 as net_transactions, payout_fees / 100.0 as payout_fees, gross_payouts / 100.0 as gross_payouts, monthly_net_activity/100.0 as monthly_net_activity, sum(monthly_net_activity + gross_payouts) over(partition by currency order by month)/100.0 as month_end_balance, -- use SUM Window Function sales_count, payouts_count, adjustments_count from monthly_balance_transactions where month < date_trunc('month', current_date) -- exclude current, partial month order by 1 desc, 2
~

业务运营

哪些客户还未支付账单?

-- This template returns all unpaid invoices and relevant customer and plan information -- Note: if you have currencies that do not have cents (e.g. JPY), you should not divide by 100.0 select date(invoices.date) as invoice_date, invoices.amount_due / 100.0 as amount_due, invoices.attempt_count, invoices.customer_id, customers.email, plans.name as plan_name from invoices join subscriptions on invoices.subscription_id = subscriptions.id join plans -- join subscriptions on plans to get plan name on subscriptions.plan_id = plans.id join customers -- join on customers to get customer email on invoices.customer_id = customers.id where not invoices.paid -- filter out paid and forgiven invoices and invoices.status != 'uncollectible' order by 2 desc, 1
~

财务

哪些收款与最近的银行提现相一致?

-- This template returns itemized information for transfers/payouts linked to -- automatic transfers within the past 30 days select date(transfers.date) as transfer_date, transfers.id as transfers_id, transfers.amount/100.0 as transfer_amount, transfers.status as transfers_status, balance_transactions.id as balance_transaction_id, balance_transactions.source_id as balance_transaction_source_id, balance_transactions.type as balance_transaction_type, balance_transactions.currency, balance_transactions.amount/100.0 as balance_transaction_amount, balance_transactions.net/100.0 as balance_transaction_net, charges.statement_descriptor as statement_descriptor, disputes.reason as disputes_reason, refunds.reason as refund_reason from transfers join balance_transactions on balance_transactions.automatic_transfer_id = transfers.id left join charges on charges.id = balance_transactions.source_id -- balance_transactions.source_id can be used to join on charges, disputes, and refunds table. left join disputes on disputes.id = balance_transactions.source_id left join refunds on refunds.id = balance_transactions.source_id where transfers.type = 'bank_account' and transfers.date >= date_add('day', -30, current_date) order by transfers.date desc, transfers.id, balance_transactions.created desc
~

财务

每月现金流变化是多少?

-- This template returns gross processing volume for each currency per month, assuming a local timezone of PT -- Note: charges can change over time, for example if a charge gets refunded. -- Always use the balance transactions table if you need to create reports for accounting purposes -- charges_timezone_conversion is a temporary table that converts timestamp with UTC timezone to 'America/Los_Angeles' timezone with charges_timezone_conversion as ( select date_trunc('month', created at time zone 'America/Los_Angeles') as month, currency, amount from charges where captured -- filter out uncaptured charges ) -- Compute the monthly gross charges for each month and currency select date_format(month, '%Y-%m') as month, currency, sum(amount)/100.0 as gross_charges from charges_timezone_conversion where month >= date_add('month', -24, date_trunc('month', current_timestamp at time zone 'America/Los_Angeles')) group by 1, 2 order by 1 desc, 2
~

财务

我们公司的日余额是多少?

-- This template returns the balance at the end of every day in the UTC time zone -- daily_balance_transactions is a temporary table that aggregates and pivots different -- balance_transaction types on a daily basis for each currency with daily_balance_transactions as ( select -- payouts are considered when they are posted (available_on) date(case when type = 'payout' then available_on else created end) as day, currency, sum(net) as daily_balance, sum(case when type = 'payout' then net else 0 end) as payouts, sum(case when type <> 'payout' then net else 0 end) as net_transactions, sum(case when type in ('charge', 'payment') then net else 0 end) as payments, -- net = amount - fee sum(case when type in ('payment_refund', 'refund', 'payment_failure_refund') then net else 0 end) as refunds, sum(case when type = 'transfer' then net else 0 end) as transfers, sum(case when type = 'adjustment' and lower(description) like 'chargeback withdrawal%' then net else 0 end) as chargeback_withdrawals, sum(case when type = 'adjustment' and lower(description) like 'chargeback reversal%' then net else 0 end) as chargeback_reversals, sum(case when type = 'adjustment' and lower(description) not like 'chargeback withdrawal%' and lower(description) not like 'chargeback reversal%' then net else 0 end) as other_adjustments, sum(case when type not in ('payout', 'transfer', 'charge', 'payment', 'refund', 'payment_refund', 'adjustment') then net else 0 end) as other_transactions from balance_transactions group by 1, 2 ) -- Compute the current_balance for each day and format output select day, currency, -- use SUM Window Function to calc. running total sum(daily_balance) over(partition by currency order by day)/100.0 as current_balance, payouts/100.0 as payouts, net_transactions/100.0 as net_transactions, payments/100.0 as payments, refunds/100.0 as refunds, transfers/100.0 as transfers, chargeback_withdrawals/100.0 as chargeback_withdrawals, chargeback_reversals/100.0 as chargeback_reversals, other_adjustments/100.0 as other_adjustments, other_transactions/100.0 as other_transactions from daily_balance_transactions order by 1 desc, 2
~

数据分析

我们有多少活跃客户?

-- This template returns itemized subscription information for each customer and plan select subscriptions.customer_id as customer_id, customers.email as customers_email, subscriptions.plan_id as plan_id, plans.nickname as plan_name, subscriptions.quantity as quantity, case when subscriptions.canceled_at is null and subscriptions.ended_at is null then 'active' else 'inactive' end as state, date_format(subscriptions.created, '%Y-%m-%d') as created_date, date_format(subscriptions.start, '%Y-%m-%d') as start_date, date_format(least(subscriptions.canceled_at, subscriptions.ended_at), '%Y-%m-%d') as end_date from subscriptions join plans -- join subscriptions on plans to get plan name on subscriptions.plan_id = plans.id left join customers on subscriptions.customer_id = customers.id order by 2
~

数据分析

客户为什么对付款提出争议?

-- This template returns the number of disputes grouped by reason and dispute status select reason, -- reason given by cardholder for dispute status, -- current status of dispute count(id) as disputes, count_if(evidence_details_submission_count > 0) as disputes_with_evidence_submitted from disputes group by 1, 2 order by 3 desc
~

产品管理

我们目前最受欢迎的订阅计划是哪个?

-- This template returns itemized subscription information for each customer and plan select subscriptions.customer_id as customer_id, customers.email as customers_email, subscriptions.plan_id as plan_id, plans.nickname as plan_name, subscriptions.quantity as quantity, case when subscriptions.canceled_at is null and subscriptions.ended_at is null then 'active' else 'inactive' end as state, date_format(subscriptions.created, '%Y-%m-%d') as created_date, date_format(subscriptions.start, '%Y-%m-%d') as start_date, date_format(least(subscriptions.canceled_at, subscriptions.ended_at), '%Y-%m-%d') as end_date from subscriptions join plans -- join subscriptions on plans to get plan name on subscriptions.plan_id = plans.id left join customers on subscriptions.customer_id = customers.id order by 2
~

产品管理

来自各支付卡品牌的付款分别有多少笔?

-- This template returns the number of charges and amounts for each card type, by currency select coalesce(card_brand, 'Non-card or Other') as card_brand, currency, count(id) as charge_count, sum(amount)/100.0 as total_amount from charges where captured group by 1, 2 order by 4 desc
~

产品管理

来自不同客户渠道的收入有多少?

-- This template returns itemized information for charges and associated customer metadata (from charges_metadata) -- charges_metadata_dictionary is a temporary table that creates a row for every charge_id with a dictionary of associated metadata with charges_metadata_dictionary as ( select charge_id, map_agg(key, value) metadata_dictionary -- MAP_AGG creates a key:value dictionary from charges_metadata group by 1) select charges.created, charges.id, charges.customer_id, charges.amount/100.0 as amount, metadata_dictionary['customer_source'] as customer_source -- 'customer_source' is the key we are accessing and returning the associated value (provided via metadata) from charges left join charges_metadata_dictionary on charges.id = charges_metadata_dictionary.charge_id where date_trunc('year', charges.created) = date_trunc('year', current_date) and charges.captured order by charges.created desc limit 1000
~

将数据转化为可操作的业务洞察

学习使用 Stripe 数据工具发掘营收机会并优化运营。本指南涵盖可追踪的关键业务指标,助您做出更好的商业决策。

预构建模板

为快速解答而优化

我们已经为不同类型的业务编写了对最有用报告的查询。从计算 ARPU 到分析客户最喜欢使用的支付方式,您可以通过编辑我们的某个预构建模板快速上手,也可以从头开始,完全定制您的报告。内置的 AI 助手还可以帮助您创建自定义 SQL 查询。

~
NORMAL
100%
0/1
ln
:
1

易用架构

Stripe 数据,随时可用

采用侧边栏,可以快速获得存储在 Stripe 中的数据结构的全貌(包括您发给我们的任何额外的元数据),使得跨 Stripe 产品的所有相关数据——付款、提现、客户、订阅、退款等等——都可以很方便地结合起来。

支付表单
balance_transactions_fee_details
balance_transactions
ID Varchar
金额 长整型数字
available_on 时间戳
创建时间 时间戳
货币 Varchar
描述 Varchar
费用 长整型数字
净额 长整型数字
状态 Varchar
类型 Varchar
source_id Varchar
automatic_transfer_id Varchar

预览完整架构

专为协作而设计

保存查询并分享给团队

保存常用查询以随时再次运行,或分享有用查询的链接,让您的团队成员也可使用。

我们在法国有多少客户?

select id, email, shipping_address_country from customers where shipping_address_country = 'FR'
~

我们上个月的收款额是多少?

with monthly_balance_transactions as ( select date_trunc('month', case when type = 'pa' from monthly_balance_transactions where month = date_trunc('month', date '2017') order by 1 desc, 2
~

可否提醒一下每月经常性收入的计算方式?

with calendar_days as ( select day cast(captured_amount/customer_count as dec from monthly_summary order by 1 desc, 2
~

定价

估算您的费用

开始 30 天免费试用,访问所有 Stripe 数据,使用 SQL 或自然语言提示创建自定义报告。试用期结束后,将根据贵商家处理的收款和授权请求总数计算月费。

0

每月收款笔数

0

每月费用估计

联系销售 
  • 0-500

    $0.03/

  • 501-1,000

    $0.027/

  • 1,001-5,000

    $0.024/

  • 5,001-50,000

    $0.021/

  • 50,001+

基础设施费

交易量较大、订单金额较高或业务模式特殊的公司可享受定制计费方案。联系我们的销售团队以了解更多。

为您的企业简化账户管理并加快数据分析

通过 Stripe Organizations,您可以在控制面板中集中管理多个 Stripe 账户下的所有业务线或子公司,并可利用 Stripe Sigma 分析所有账户的数据,从而获取全新的商业洞察。

sigma.sc-cn

准备好开始了?

用您的 Stripe 数据分析并创建自定义报告。

了解运作机制

自定义 Stripe 报告编写详细说明。

将 Stripe 连接到您的数据仓库

将 Stripe 数据集中到数据存储目标位置,简化分析并获取额外的洞察。

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