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See Chargebee churn and revenue at risk in one answer
For leaders who want current churn and exposure numbers, just by asking their AI assistant.
On this page
Connector
Connect Chargebee, pick your AI tool and paste the prompt.
The problem
Churn reports are stale by the time anyone reads them
Churn and recurring revenue at risk are assembled in spreadsheets from several Chargebee exports. Pulling cancellations, adding up lost MRR and finding active subscriptions with unpaid dues takes long enough that the numbers are out of date.
Without PopdockAI
- Export cancelled subscriptions for the period
- Add up lost MRR by billing period
- Find active subscriptions with unpaid dues
- Check dunning status invoice by invoice
With PopdockAI
- Cancellations in the window are read and totalled
- Lost MRR is grouped by billing period
- Active subscriptions with unpaid dues are checked for dunning
- The ten largest at risk are listed, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Review churn over the last {lookback-days} days (default 30).
**Step 1: Cancellations**
Call chargebee-get-subscription with cancelled-at.from set to today minus {lookback-days} days. Total the mrr lost and group by illing-period-unit.
**Step 2: At-risk subscriptions**
Call chargebee-get-subscription with otal-dues.min set to 0.01 and active status. For each, call chargebee-get-invoice by subscription-id to see dunning-status.
**Step 3: Report**
MRR lost, number cancelled, MRR exposed by unpaid dues, and the 10 largest at-risk subscriptions with customer id, mrr and otal-dues.
**Rules & Guidelines:**
* This prompt is read-only. Only call the chargebee-get-* read tools. There are no write tools on this server; never claim to have changed anything in Chargebee.
* Quote amounts with their currency code and never add amounts in different currencies together.
* If a read returns nothing, say so plainly and stop rather than guessing.
**Validation:**
* If mrr is empty on the results, report counts only and say MRR was unavailable.Who it's for
One answer, three teams that use it
Executives
See churn without waiting for a report
MRR lost and MRR exposed come back in one answer, current to the day you ask.
How much MRR did we lose in Chargebee last month and how much is at risk now?
Customer success leads
Know which accounts to save next
The ten largest at risk subscriptions are named, so your team knows where to focus.
List the ten largest Chargebee subscriptions at risk from unpaid dues.
FP and A analysts
Feed churn into the forecast
Lost MRR grouped by billing period and the MRR exposed give you inputs for the revenue forecast.
Group Chargebee MRR lost to cancellations in the last 90 days by billing period.
How it works
What PopdockAI does when you ask
You give a look-back period and your AI assistant reads Chargebee for churn and risk. If recurring revenue is missing it reports counts only.
01
Ask
You give a look-back period, or use the last 30 days.
02
Count
It reads recent cancellations and totals the MRR lost.
03
Find risk
It finds active subscriptions with unpaid dues and checks their dunning status.
04
Report
You get MRR lost, MRR exposed and the ten largest at risk subscriptions.
What PopdockAI provides
The tools behind the answer
Ready made tools for Chargebee and one secure connection to your AI tool. No code, no exports.
chargebee-get-subscription
chargebee-get-invoice
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Current churn and revenue at risk in one answer
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One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.