Reclassification of subscription activity

ChartMogul gives you the option to group MRR movements for certain subscription changes (activities). This does not impact the value of reported MRR.

To configure this setting, go to Settings & Data > Data Settings and select an option from the Reclassify upgrades/downgrades that occur drop-down. Click SAVE CHANGES to apply your selection.

Learn more about data settings.

By default, ChartMogul reclassifies updates and downgrades that occur within 60 minutes of a new subscription or churn. We recommend leaving this setting enabled. You can set the reclassification window to a value from 1 minute to 90 days. To disable reclassification of subscription activity, select Never reclassify subscription activity.

For example, when reclassification of subscription activity is on and a new customer purchases multiple new subscriptions at the same time, ChartMogul classifies them both as a New Business MRR movement (vs. New Business followed by Expansion).

A summary of these events can be seen on the customer's record.

When reclassification of subscription activity is off, a new subscription that consists of two plans will generate one New Business MRR movement and one Expansion MRR movement.

Reclassification of subscription activity also groups movements for Churn and Reactivation.

In cases where a combination of Contraction and Expansion happens within the selected time frame, the individual activities are still classified as a Contraction and an Expansion as appropriate, even though they are grouped and summarized on a customer's page according to the overall effect of the event.

For example, a customer expands their overall MRR by $100 by downgrading their Plan A by $50 while purchasing an additional add-on worth $150. In that case, this event will still consist of two different activities: a Contraction and Expansion activity of $50 and $150, respectively, which will be reflected as such in the MRR breakdown of the charts.

How does this affect my charts and tables?

Except for the MRR Movements chart, reclassification of subscription activity does not affect your charts, but it does influence their breakdown in the Chart Data table. For example, when enabled, the number of MRR movements contributing to New Business, Churn and Reactivation typically increase, while Expansion and Contraction typically decrease.

In the example above, Canna Labs canceled both of their plans within one minute of one another, so both activities contributed to Churn MRR.

Had reclassification of subscription activity been turned off, only the last activity for Canna Labs (i.e., the cancellation of the Growth Annual plan) would have been classed as Churn, and the cancellation of the Startup Annual plan would have been classed as a Contraction.