> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Average Transaction, Recharge

> Average Transaction for Recharge stores. Tracked live in Vortex IQ Nerve Centre. How to read it, why it matters, and how to act on it.

**Metrics type:** [Supporting Metrics](/nerve-centre/overview#metrics-types-explained)  •  **Category:** [Payment Gateway](/nerve-centre/connectors#connectors-by-type)

## At a glance

> The **average value of a successful Recharge charge** in the period: `total_volume ÷ total_transactions`. On Recharge specifically this is dominated by the monthly base subscription price (USD 79 for an Athletic Greens-style brand, USD 25 for a coffee subscription, USD 40 for a meal-kit), with build-a-box add-ons inflating it and annual prepaid charges (USD 790 in one go) creating large outliers. AOV is the single best card for diagnosing plan-mix shifts.

|                                |                                                                                                                                                                                             |
| ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **What it counts**             | `SUM(total_price) ÷ COUNT(*)` over Recharge `/charges` where `status = SUCCESS`.                                                                                                            |
| **Currency**                   | Currency-grouped. A multi-currency store sees a separate AOV per currency (USD AOV, GBP AOV, EUR AOV) NOT a blended single number.                                                          |
| **Fees / processing cost**     | **Gross.** AOV is what the customer was charged, not what hit the bank.                                                                                                                     |
| **Refunds**                    | NOT deducted from numerator.                                                                                                                                                                |
| **Failed / declined payments** | Excluded entirely (numerator and denominator).                                                                                                                                              |
| **Build-a-box add-ons**        | Inflate AOV. A USD 79 subscription with USD 30 of add-ons reads as a USD 109 AOV charge.                                                                                                    |
| **Annual prepaid distortion**  | A single USD 790 annual prepaid charge in a window of mostly USD 79 monthly rebills will pull the AOV up materially. Use the trend with annual-vs-monthly toggle to separate.               |
| **Plan swaps**                 | Counted at the prorated delta amount; small swaps (USD 5, 20) drag AOV down slightly.                                                                                                       |
| **Time window**                | `30D vsP` default.                                                                                                                                                                          |
| **Alert trigger**              | `change >10% vsP` either direction. AOV moves are usually plan-mix shifts; sudden moves merit investigation.                                                                                |
| **Reading hints**              | Rising AOV: add-on attach rate growing, plan-mix shifting to higher tier, annual cohort billing this period. Falling AOV: discount campaign, plan downgrades, low-AOV starter SKU launched. |
| **Roles**                      | owner, finance, operations                                                                                                                                                                  |

## Calculation

Calculated automatically from your Recharge data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.

## Worked example

"Daily Greens Co", same supplement brand. April 26 USD-only AOV calculation (excluding GBP for clarity):

| Cohort                                     | Charges    | Total revenue     | Avg charge    |
| ------------------------------------------ | ---------- | ----------------- | ------------- |
| Monthly subscribers, base only             | 14,210     | USD 1,122,590     | USD 79.00     |
| Monthly subscribers, with collagen add-on  | 2,840      | USD 275,480       | USD 97.00     |
| Monthly subscribers, with vitamin D add-on | 1,180      | USD 107,380       | USD 91.00     |
| Monthly subscribers, with both add-ons     | 190        | USD 20,710        | USD 109.00    |
| Annual prepaid renewals                    | 312        | USD 246,480       | USD 790.00    |
| Recharge Checkout first-orders             | 1,840      | USD 145,360       | USD 79.00     |
| Plan swaps (proration)                     | 84         | USD 4,800         | USD 57.14     |
| **Period total (USD)**                     | **20,656** | **USD 1,922,800** | **USD 93.07** |

```text theme={null}
USD AOV (this card)         = USD 1,922,800 ÷ 20,656                = USD 93.07

Without annual prepaid skew = (1,922,800 - 246,480) ÷ (20,656 - 312) = USD 82.51
                              (much closer to the "true" monthly AOV)

With only base monthly      = 1,122,590 ÷ 14,210                    = USD 79.00 (the catalogue price)
```

What the merchant should notice:

1. **Period AOV (USD 93.07) is materially above the catalogue price (USD 79).** The 312 annual prepaid renewals at USD 790 each pull the average up by USD \~10.50. Add-on attach rate adds another USD \~3.50. The remaining USD 0.50 is rounding / plan swaps. AOV reading without context misleads.
2. **Add-on attach rate is the most actionable lever.** 4,210 of 18,420 monthly subscribers (\~23%) attached an add-on. Each add-on subscriber generates USD \~12, 30 of incremental monthly revenue at near-zero acquisition cost. Optimising add-on placement in the customer portal is high-ROI.
3. **Annual prepaid distortion is real.** April reads USD 93.07; a quiet month with no anniversary cohort would read USD \~82.50. Year-over-year compare on the same month controls for this; raw month-over-month does not.
4. **First-order AOV equals base monthly.** USD 79 first-order matches the monthly catalogue price because Daily Greens does not bundle add-ons or apply a starter discount on first order. Brands that DO discount the first-order (BFCM, "first month USD 39" promos) see a depressed first-order AOV that pulls the period AOV down during heavy acquisition spend.
5. **Plan-swap charges (USD 57.14 average) are the proration delta**, not the new plan price. They drag AOV slightly. A swap-heavy month (often a downgrade campaign) reads lower AOV without indicating any structural problem.

## Sibling cards merchants should reference together

| Card                                                                              | Why pair it with Average Transaction                                                       |
| --------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------ |
| [`rec_total_volume`](/nerve-centre/kpi-cards/recharge/total-volume)               | Numerator. AOV × txn count = volume.                                                       |
| [`rec_total_transactions`](/nerve-centre/kpi-cards/recharge/total-transactions)   | Denominator.                                                                               |
| [`rec_volume_trend`](/nerve-centre/kpi-cards/recharge/volume-trend)               | Daily AOV trend exposes plan-mix evolution over time.                                      |
| [`rec_top_payment_methods`](/nerve-centre/kpi-cards/recharge/top-payment-methods) | Method mix correlates with AOV (Amex traffic skews higher AOV).                            |
| [`rec_refund_rate`](/nerve-centre/kpi-cards/recharge/refund-rate)                 | High AOV plans churn at different rates than low AOV plans; cross-check.                   |
| Shopify [`average_order_value`](/nerve-centre/shopify/average_order_value)        | Storefront-wide AOV. Recharge AOV usually higher (subscriptions tend to be larger basket). |
| Stripe / Shopify Payments AOV                                                     | Processor-wide AOV. Includes non-subscription orders.                                      |

## Reconciling against the vendor's own dashboard

**Where to look in the Recharge merchant portal:**

[admin.rechargepayments.com](https://admin.rechargepayments.com). The closest comparable view is **Recharge Admin → Analytics → Subscriptions → AOV** for the same date range. Recharge admin also exposes a "median charge" metric next to AOV which controls for annual-prepaid skew.

**Why our number may legitimately differ from the Recharge merchant portal:**

| Reason                           | Direction                                     | Why                                                                                                                                               |
| -------------------------------- | --------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Annual prepaid handling**      | Theirs may exclude, ours includes             | Recharge admin sometimes filters annual prepaid from the AOV tile to give a "monthly recurring" figure. This card includes all `SUCCESS` charges. |
| **Time zone bucketing**          | Boundary days off                             | Same as Total Volume.                                                                                                                             |
| **Currency**                     | Ours splits by currency, theirs may aggregate | Recharge admin offers a USD-rolled AOV; this card preserves per-currency AOV.                                                                     |
| **Failed-then-recovered timing** | Same as Total Volume                          | Successful retries shift between snapshots.                                                                                                       |

**Cross-connector reconciliation:**

| Comparison                                                                                         | Expected relationship       | When divergence is legitimate                                                                                           |
| -------------------------------------------------------------------------------------------------- | --------------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| `rec_avg_transaction` ↔ [`shopify.average_order_value`](/nerve-centre/shopify/average_order_value) | Recharge AOV usually higher | Subscription orders tend to be larger basket than one-time storefront purchases. The gap is the "subscription premium". |
| `rec_avg_transaction` × `rec_total_transactions` ≈ `rec_total_volume`                              | Always                      | Internal identity.                                                                                                      |

***

<details>
  <summary><em>Documentation cross-reference</em></summary>

  * [`recurly.rec_avg_transaction`](/nerve-centre/kpi-cards/recurly/average-transaction)
  * [`stripe.stripe_avg_transaction`](/nerve-centre/kpi-cards/stripe/average-transaction-value)
</details>

## Known limitations / merchant FAQs

**"AOV jumped 15% but my catalogue prices haven't changed, why?"**
Three usual suspects on Recharge: (1) it's an annual prepaid anniversary month, the prepaid charges (USD 790) skew the average; (2) add-on attach rate is rising, customers are sticking collagen / vitamin D / coffee adds onto their core subscription; (3) plan-mix shift, customers migrating from a USD 49 starter SKU to the USD 79 flagship SKU.

**"AOV dropped 10% suddenly, what changed?"**
Most often a discount campaign just kicked in (Recharge's Promotions module applied X% off to a cohort of rebills) or a new lower-priced plan launched and customers are signing up for it. Check Recharge Promotions activity and SKU launches in the same week.

**"Why is the median charge so much lower than the average?"**
Annual prepaid skew. The mean (average) is dragged up by a few USD 790 outliers; the median is the typical monthly rebill (USD 79). On any subscription business with a meaningful annual cohort, mean > median. Use the median for a more representative monthly-customer picture.

**"My subscription price is fixed, why does AOV vary day-to-day?"**
Daily mix changes. Day-of-month with the largest monthly-only cohort billing reads at AOV \~USD 79. The day with annual anniversaries reads higher. The day with mostly add-on subscribers reads slightly higher. Day-to-day noise is normal; week-over-week or month-over-month is the clean read.

**"Recharge Pro vs Standard, does AOV calculate differently?"**
No, the formula is identical. Pro and Standard differ only in the platform fee Recharge charges *you*, not in what the customer paid. Customer-paid is `total_price`; this card divides that.

**"How do I get a 'true monthly recurring AOV' that excludes annual prepaid?"**
Filter `recurring_type != prepaid` in the Recharge admin, or use the median-charge tile. We're adding a "monthly-only AOV" sibling card on the roadmap. In the meantime: subtract (annual prepaid revenue) from numerator, subtract (annual prepaid count) from denominator, recalculate.

**"Plan swaps drag AOV down, is that good or bad?"**
Neither inherently. Swap charges represent actual customer activity (upgrades, downgrades, frequency changes); the small dollar amount of a swap charge is just the proration delta. Heavy swap volume often indicates engaged subscribers tinkering with their plan, which correlates positively with retention. The AOV depression from swaps is cosmetic.

**"AOV is higher in GBP than in USD when converted, why?"**
UK pricing for Daily Greens-style brands is typically set higher than USD when converted at FX (e.g. USD 79 / GBP 65 = 1.21 vs spot FX of \~1.27). The local-currency price is a UK-market positioning decision, not an FX-driven one. Many DTC brands intentionally price higher in GBP / EUR to fund local fulfilment costs.

***

### Tracked live in Vortex IQ Nerve Centre

*Average Transaction* is one of hundreds of KPI pulses Vortex IQ tracks across Recharge and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English.

[Start for free](https://app.vortexiq.ai/login) or [book a demo](https://www.vortexiq.ai/contact-us) to see this metric running on your own data.
