Products
Products mirror what customers subscribe to. Product groups bundle related plans into one bucket for analysis.
A product in SaaSFlow represents one of your offerings, for example "Pro plan", "Enterprise", or a custom plan you negotiated with a single customer. Every subscription change references a product, which lets the Subscriptions report break recurring revenue down by product and lets you scope dashboards to the products you care about.
How products are populated
- Stripe: one SaaSFlow product per Stripe product. Billing interval and currency live on the subscription, so "Pro monthly" and "Pro yearly" appear as separate products only when they are separate products in Stripe.
- HubSpot: products come from the products referenced by deal line items.
- Manual: add products on the Products page when you track subscriptions outside an integration.
Product names follow the connected integration when exactly one external product is linked. Rename a product in SaaSFlow to keep your own name through future syncs. Products with multiple external links keep their SaaSFlow name. Changing a group or saving an unchanged name does not stop automatic name updates.
Product pages and integration links
Products linked to an integration show its mark on the Products page. Hover the mark to see the linked ids; click it to open the product in the integration where one has a page (Stripe, HubSpot). Digistore24 shows the id only, since it has no product page to link to.
Open a product to see its committed MRR over time, what moved it in a chosen period
(new, reactivated, upgraded, downgraded and cancelled subscriptions), the ten customers
paying most for it today, and the recent CMRR changes booked on it. The All customers
button opens the customers list filtered by product. The public API exposes the same
filter as productId on the customers list endpoint.
Filtering by integration
The Products, Customers and Vendors pages share a Linked to filter. It lists only the integrations at least one row is linked to, plus Linked to any integration and Not linked. Use Not linked to find records created by hand that a later import never matched.
Product groups
A product group bundles related products into one bucket: "Pro" spanning the monthly, yearly, and customized Pro plans, or "Legacy" for retired plans you still bill. A product belongs to at most one group, and ungrouped products are fine.
Create groups on the Products page with New group, then drag products between groups, use the product's menu, or set the group field when editing a product. Groups appear in three places:
- The Products page arranges products into group sections, each with the group's committed MRR.
- The product filter on dashboards shows groups as parent checkboxes, so one click scopes every subscription metric to the whole bucket.
- The MRR by product chart has a Groups toggle that stacks one series per group instead of one per product.
Filtering to a whole group also fixes plan-switch noise: a customer moving from Pro monthly to Pro yearly stays one continuous subscription in the numbers, instead of churn on one product and new business on the other.