Creating and managing plans
Plans in ChartMogul are the recurring products or services your customers subscribe to — ChartMogul uses them to generate subscriptions and calculate metrics like MRR (Monthly Recurring Revenue — the normalized monthly value of all active subscriptions) and churn (the rate at which customers cancel).
Plans imported via a billing source are created automatically when a customer is first invoiced. For custom sources, you can create and manage plans manually using the plan manager, data tables, or Google Sheets.
Navigate to Settings > Workspace > Plans to view, add, and manage plans.
You’ll need to be a Staff, Admin or Owner team member in ChartMogul to create and manage plans.
View, manage and add plans using the plan manager.
Here’s what we cover in this article:
What you need to know before adding a plan
You can only add plans using the plan manager if you select a custom source or a third-party-maintained billing system (e.g. SaaSync). You can’t add plans to ChartMogul-maintained integrations (e.g. Stripe) this way. To check who maintains your integration, see your billing system’s integration guide.
Plans in your billing system — the third-party service you use to invoice customers, such as Stripe — are imported automatically when a customer is first invoiced for that plan. You can also add plans using data tables or Google Sheets.
ChartMogul creates a subscription when it processes an invoice that links a customer to a plan within the same data source — a container that groups your customers, plans, and invoices together. All three, customer, plan, and invoice, must belong to that source.
How Billing Intervals Work
Plans consist of two parts: an interval unit (the time unit, such as Day, Month, or Year) and an interval count (the number of those units in one billing cycle). For example:
- For a weekly plan, choose Day as the interval unit and add 7 as the interval count.
- For a quarterly plan, choose Month as the interval and add 3 as the interval count.
- For a yearly plan, choose Month as the interval unit and add 12 as the interval count. Or, choose Year as the interval unit and add 1 as the interval count.
How to Create a Plan
- Navigate to Settings > Workspace > Plans. The Plans tab is selected by default.
- Click ADD PLAN.
- Choose the Source from the drop-down.
- Enter a Name and set the Interval.
- Click ADD.
ChartMogul saves your plan and adds it to the table.
How to view and manage plans
View all plans by navigating to Settings > Workspace > Plans. The Plans tab is selected by default.
Plans are displayed as a table with the following columns:
| Column name | Description | Sortable? |
|---|---|---|
| Name | The plan’s name. | Yes |
| Plan ID | The plan’s external ID. For plans created in ChartMogul, it’s the plan’s UUID without the "pl_" prefix. | Yes |
| Billing interval | The plan’s interval unit and interval count. For example, "Annually (x1)" for an annual plan or "Monthly (x3)" for a quarterly plan. | Yes |
| Source | The source the plan belongs to. | Yes |
| Belongs to a plan group | Any plan groups the plan belongs to. If the plan belongs to more than one plan group, hover over "Multiple" to display their names. | No |
| UUID | The plan’s UUID. | No |
Click the :font-invisible~gray: eye icon to hide a plan from the drop-down when filtering by plan in your charts and reports.
How to edit a plan
You can only edit a plan’s name. Once a plan is created, you cannot change its billing interval or the source it belongs to.
- Click the :edit~gray: Edit pen icon next to the plan you want to update.
- Enter a new Name and click Update.
Enter a new Name and click Update.
How to Delete a Plan
Deleting a plan is permanent. You can only delete plans that have no subscribers. You cannot delete plans belonging to integration sources.
To delete a plan, click the :trash-stroke~gray: Delete trashcan icon, then click OK to confirm.
