ChartMogul CRM glossary

ChartMogul CRM is a customer relationship management tool built into ChartMogul. This glossary defines the terms you'll encounter while using it.

For general ChartMogul terms, see the ChartMogul glossary. For Subscription Analytics terms, see the Subscription Analytics glossary.

CRM (Customer Relationship Management)

Short for Customer Relationship Management — a system for managing interactions with past, current, and future customers. In ChartMogul, CRM refers to our built-in CRM tool. Learn more.

Closed Lost

One of ChartMogul CRM’s default pipeline stages. Use this stage when you’ve lost an opportunity and no further sales work is needed or expected. Learn more about sales pipelines.

Closed Won

One of ChartMogul CRM’s default pipeline stages. Use this stage when you’ve won an opportunity and no further sales work is needed or expected. Learn more about sales pipelines

Discovery

One of ChartMogul CRM’s default pipeline stages. Use this stage when you’ve qualified a lead and they are in the initial stage of evaluating your product or service. Learn more about sales pipelines.

Deal

See opportunity.

Estimated Close

An estimated date of when you expect the prospect or customer to purchase your product/service.

Evaluation

One of ChartMogul CRM’s default pipeline stages. Use this stage when a lead is actively evaluating your product or service. Learn more about sales pipelines.

Forecast Category

The opportunity’s grouping based on its likelihood of closing, used to generate a sales forecast and specified when adding stages to a sales pipeline.

Negotiation

One of ChartMogul CRM’s default pipeline stages. Use this stage when a lead is in the final stages of evaluating your product or service. Learn more about sales pipelines.

Opportunity

A chance to sell your product/service and a potential source of new or additional revenue. For example, a qualified lead who has the potential to become a new subscriber or a current subscriber who’s interested in additional products/services. Learn more about creating and managing opportunities.

Owner

The primary salesperson responsible for the opportunity.

Sales Pipeline

A structured sales process made up of stages that your team moves each opportunity through. Learn more about setting up sales pipelines.

Sequences

An automated series of emails and tasks that moves a lead through a defined outreach journey. Sequences keep your team on track and ensure consistent follow-up.

Stage

The steps your team follows as they pursue each opportunity from inception through close. Stages are specific to each sales pipeline. The default stages are:

• Discovery
• Evaluation
• Negotiation
• Closed Won
• Closed Lost

Learn about setting up sales pipelines.

Value

The revenue you expect to win from the opportunity. For example, the additional monthly recurring revenue (MRR) you expect from a new subscription.

Verbal Commit

One of ChartMogul CRM’s default pipeline stages. Use this stage when a subscriber has communicated they would like to review their contract. Learn more about sales pipelines.

Win Likelihood

An estimate (as a percentage) of how likely you’ll successfully close the opportunity. As opportunities progress through the sales process, their win likelihood typically increases. An opportunity’s win likelihood is multiplied by its value for the Deal Stage Probability Forecast.