Understanding Active Trials | Guides | Metrikia
Beginner1 min

Understanding Active Trials

Why Stripe trial deals (amount=0) stay isolated from Cash and Profit until the first real payment arrives.

In one sentence

An Active Trial is a Stripe deal in trial period (amount = 0) that is NOT counted in yesterday Profit or Cash collected until the first real payment lands.

Why this isolation

Without this logic, a free Stripe trial would inflate the "won deals" counter and dilute multi-touch attribution (paths with value 0). Some accounts accumulated hundreds of them, polluting the dashboard before this fix.

Trial lifecycle

  1. Trial start: Stripe checkout completed, amount=0, mtk_vid captured, Lead created, Deal created as TRIAL_PENDING
  2. Touchpoints accumulate: every ad click during the trial adds a visitor touchpoint
  3. First real payment: Stripe invoice.paid with amount > 0 triggers Deal.activateFromFirstPayment
  4. Won: status = WON, DealWonEvent fires, ConversionPath built with ALL accumulated touchpoints

Where to see Active Trials

Dashboard > BUSINESS PULSE section > "ACTIVE TRIALS" stat shows total TRIAL_PENDING deals for the tenant.

Why not in Profit / Cash

  • Profit = signed deals (contract amount). A trial = 0EUR contractualised -> 0 in Profit.
  • Cash collected = sums actually received. A trial = 0EUR received -> 0 in Cash.

Technical reference

To go further, check out our blog, the documentation or contact support.

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