Frequently asked questions

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General

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What types of businesses is Bigdelta for?

Bigdelta is designed for subscription-based (SaaS) businesses that want to monitor and grow their recurring revenue. It works best for B2B SaaS companies that need visibility into metrics like MRR, churn, and expansion.

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Can I use Bigdelta with my team?

Yes. You can invite team members from Settings → Team Members. The number of seats available depends on your subscription plan.

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Is my data secure?

Bigdelta uses secure connections for all integrations. No billing credentials are stored directly. All data is encrypted in transit and at rest.

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Can I switch between multiple workspaces?

Yes. If you have access to more than one workspace, click your profile menu in the navigation to switch between them.

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Billing and plans

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What counts as an “active account”?

An active account is a customer record that has had billing activity (such as payments or subscription changes) within the current period. Your plan tier is based on the number of active accounts in your workspace.

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Can I change plans at any time?

Yes. You can upgrade or downgrade your plan from Settings → Plans. Changes take effect on your next billing cycle.

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Do you offer a free plan?

Bigdelta is free for your first 250 customers. The Free plan includes all prebuilt moments and email and Slack alert actions — no credit card required. You can upgrade to a paid plan whenever you need advanced features like custom moments, webhook actions, and more.

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Data and integrations

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Which billing providers are supported?

Bigdelta supports Stripe, PayPal, Shopify Partners, PayMe, and Solidgate. You can also manually import payment data using the API or by creating records directly.

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How often does data sync?

Data syncs continuously after the initial import. New events and changes from your billing provider appear in Bigdelta automatically. Sync frequency varies by provider — some update with no delay, while others may take up to a few hours for certain data types.

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Can I import data manually?

Yes. You can create records manually within Bigdelta, and you can use the API or tracking keys to send event data from your website or application.

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How do I track events from my product?

Create a Tracking Key from Settings → Access Keys. You will receive a code snippet to add to your website or app. Share it with your developer to get set up — it is usually a quick task.

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How long does the initial Stripe sync take?

The initial sync typically completes within a few minutes. For larger accounts with thousands of customers and years of transaction history, it may take longer. You can check the sync status under Settings → Accounts.

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Can I connect multiple Stripe accounts?

Yes. You can connect multiple payment provider accounts to the same workspace. Go to Settings → Integrations to add additional connections.

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What happens to my data if I disconnect an integration?

Disconnecting an integration stops new data from syncing. Existing data that was already imported remains in your workspace. You can reconnect at any time to resume syncing.

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Can I use Bigdelta without a billing provider?

Yes. You can use Bigdelta without connecting a billing provider by creating records manually or importing data through the API. However, connecting a billing provider is recommended for the best experience, as it automatically populates revenue data, stages, and metrics.

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Features

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Can I create custom metrics?

Yes. When creating a report, choose “Formula” as the data source and combine metrics using math expressions. For example, you could calculate Expansion MRR divided by Total MRR to see your expansion rate.

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Can I share dashboards with people outside my team?

Dashboards can be shared through scheduled Slack messages and email delivery. Dashboard snapshots can also be viewed via a public link.

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Can I automate actions without coding?

Yes. Moments let you build automated workflows using a visual interface — no coding required.

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What email templates are available?

Bigdelta includes templates for Activation/Onboarding, Adoption, Engagement, Monetization, Retention, Trust, and Lifecycle emails. You can also build emails from scratch using the drag-and-drop email editor.

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What keyboard shortcuts are available?

Press Cmd+K (Mac) or Ctrl+K (Windows) to open global search. Use the arrow keys to navigate search results and press Enter to open a record.

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What is the difference between Revenue Stages and Product Stages?

Revenue Stages (Paying, Trialing, Non-Paying, Churned) reflect an account’s payment status and are assigned automatically from billing data. Product Stages (Engaged, Activated, Non-Activated, Dormant) reflect how actively an account is using your product and require event tracking to be set up.

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Can I use webhooks to connect Bigdelta to other tools?

Yes. You can add a webhook action step to any Moment. Webhooks support GET, POST, PUT, DELETE, and PATCH methods, and you can include personalization variables in the URL and body. This lets you connect Bigdelta to tools like Zapier, n8n, or any custom API.