ChartMogul glossary

The ChartMogul glossary defines common terms used across ChartMogul and the Help Center. Use it as a quick reference while you work.

• For Subscription Analytics terms, see the Subscription Analytics glossary.
• For CRM terms, see the ChartMogul CRM glossary.

Active subscriber

An Active Subscriber has at least one active and no past-due subscriptions. Learn about customer and subscription statuses.

Automation

An automation is a rule you create to streamline workflows. It has three parts:

• Triggers — events that start the automation
• Conditions — rules that must be met
• Actions — what ChartMogul does when conditions are met

Learn about automations.

Calculated Data

Data calculated in ChartMogul, such as MRR movements. Export this data using a destination for further analysis in your data stack. See also source data.

Cancelled

A Cancelled Subscriber has all their subscriptions expired or terminated. Learn about customer and subscription statuses.

Contact

An individual who works for a company with a current or past relationship with your business. ChartMogul stores contacts on customer records.

Customer

An individual or company with a current or past relationship with your business, viewable in ChartMogul from Customers. ChartMogul stores information such as customer details, contacts, custom attributes, and subscriptions on a customer record.

Customer Profile

The page in ChartMogul where a customer record is displayed and managed. From a customer profile, you can view and edit the customer’s details, subscriptions, invoices, contacts, and other information. Read more about customers and customer profiles.

Customer Record

The underlying data structure that stores an individual or company with a current or past relationship with your business, such as a lead, a current subscriber, or a former subscriber. ChartMogul classifies each record with a customer status. You can view and manage customer records on customer profiles.

Custom Attribute

An additional data attribute you add to a customer, contact, or opportunity such as a customer’s last login, the marketing campaign used to acquire them, or the name of their account manager to help with search, filtering, and segmentation. Read more about custom attributes in ChartMogul.

Custom Source

A specific type of source used to import data to ChartMogul without using an integration. A custom source can also be used to import historical data, contacts, manual subscriptions, or when you have customers billed outside of your integration. Import data using the API, structured or flexible CSV import, manual subscriptions, or data tables. Each source must contain plan, customer, and invoice data for ChartMogul to calculate metrics and analytics correctly.

Destination

An external system, such as an Amazon S3, you’ve connected to ChartMogul to export data such as MRR movements, customers, custom attributes, and tags for further analysis. ChartMogul offers standard and advanced destinations. Learn more.

Discount

The amount paid by the customer has been reduced, for example, as a result of applying a coupon.

External ID

The unique identifier for a customer, contact, plan, invoice, line item, transaction, subscription, or subscription event. External IDs can be imported from an integration, added manually, or provided using the API. See also UUID.

Forecast

A Forecast is a projection of future business performance. ChartMogul generates forecasts using subscription events (records of changes to a subscription) or opportunities (potential deals in your pipeline). For example, committed monthly recurring revenue (CMRR).

Integration

A connection between ChartMogul and an external system for exchanging data. Use integrations to import customer and subscription billing data, or to export metrics for further analysis. See also third-party integration. Learn more about ChartMogul integrations and apps.

Lead

A Lead is a non-paying individual or company who may eventually become an active subscriber. This includes people on a free trial and those who've only made non-recurring payments. ChartMogul has four lead statuses:

• New Lead
• Working Lead
• Qualified Lead
• Unqualified Lead

Learn about customer and subscription statuses.

Measurement Interval

The unit of time used to subdivide a report's reporting period into individual report intervals. Options are:

• Day
• Week
• Month
• Quarter
• Year

New Lead

The default status for customers. If you’re using ChartMogul CRM, use this status while researching if the lead is a good fit to purchase your product or service. Learn about customer and subscription statuses.

Non-recurring

A single or one-time purchase by a customer such as an add-on or setup fee. Specified as a non-recurring (in-app through the ChartMogul interface) or one timevia CSV or API) invoice line item. Non-recurring (one-time) purchases do not contribute to MRR.

Payment

A transaction where cash has been received from the customer, and the payment amount has been applied to an invoice.

Prorated

A prorated charge adjusts the price of a product or service to reflect how long the customer used it. For example, a yearly subscription costs 50% less if the customer uses it for only half a year.

Qualified Lead

A non-paying customer who is a good fit to purchase your product or service based on your business’ lead qualification criteria. Learn about customer and subscription statuses.

Refund

A transaction where cash has been returned to the customer, and the refund amount has been applied to an invoice.

Reimport

An action to have ChartMogul update your source and re-import up-to-date data from your integration. Learn more about applying changes to source-level settings or review your integration guide.

Report Interval

A discrete date range. In the context of a report, one subdivision of the report’s reporting period based on the chosen measurement interval. For example, a reporting period of January 1, 2022–March 31, 2022 with a measurement interval of month results in the following report intervals: January, February, and March (2022).

Reporting Period

The range of dates you establish for a report when choosing a from and to date using the date range drop-down menu. Used in conjunction with the measurement interval to establish a report’s report intervals.

Reprocess

An action to have ChartMogul update the data in your account without reimporting data from your integration. Learn more about applying changes to source-level settings.

Source

A repository within ChartMogul for your business’ data which ChartMogul uses to store customers and calculate metrics and analytics. Import data using an integration or add a custom source. All datasets must be in the same source for ChartMogul to calculate metrics and analytics correctly. Learn more about importing data for Subscription Analytics or CRM.

Source Data

Data imported from your billing source, transformed to the ChartMogul data model. Export this data using a destination for further analysis in your data stack. See also calculated data.

Tag

A keyword or term added to a customer record to classify and group customers in ChartMogul. Learn more. See also custom attribute.

Third-party Integration

An integration created and maintained by a company other than ChartMogul. See a list of third-party integrations.

Transaction

An attempt to collect and settle a payment (or refund) for an invoice. The status of a transaction can be successful or failed. Transaction data is not required in ChartMogul; however, it is used to generate transaction reports.

Transaction Fee

The fee paid to a third-party provider for a transaction — for example, a credit card, payment processing, or platform usage fee. Read about how ChartMogul handles transaction fees.

Unqualified Lead

A non-paying customer who is not a good fit to purchase your product or service, or becomes unresponsive to calls and emails. Learn about customer and subscription statuses.

UUID (Universally Unique Identifier)

A unique string of 32 hexadecimal characters with four hyphens (such as 6b08636e-6358-11ee-b023-cf509e20fc46) that ChartMogul generates to identify each source, customer, contact, opportunity, plan, plan group, subscription, etc. See also external ID.

Webhook

A webhook sends data from one app to another when an event occurs. ChartMogul sends an HTTP POST to the URL you configure with a predefined payload. Read more about ChartMogul's support for webhooks.

Working Lead

A customer who is in the initial stage of your business’ sales process. Learn about customer and subscription statuses.