Configuring Subscription Analytics settings
You’ll need to be an Admin or Owner in ChartMogul to access and change Subscription Analytics settings.
Learn about the various data settings in ChartMogul Subscription Analytics and how to configure them. Some settings are applied globally to all sources in your account. Others are configured individually at the source level.
Here’s what we cover in this article:
Global settings
Global data settings apply to all sources in your account and cannot be configured individually for each source.
To access them, go to Settings & Data > Data Settings. Some of the options are specific to Subscription Analytics:
- Record churn in your reports — Controls how ChartMogul recognizes churn. Read a separate article about the setting.
- Reclassify upgrades/downgrades that occur — Allows you to group MRR movements for certain subscription activities. Read a separate article about the setting.
- Free customer handling — Determines how ChartMogul classifies customers who have downgraded from a paid to a free plan. Available to some accounts created before January 30, 2025. Learn more.
Free customer handling
The Free customer handling setting is inactive for ChartMogul accounts opened on or after January 30, 2025 and those who had the default option selected on that day. For these accounts, ChartMogul uses the default option: classifying paying customers who switch to a free plan (or who receive a 100% discount) as Active.
For those who still have this setting active, it works for all sources in accounts opened on or after August 17, 2022. For accounts opened before that date, this setting only works with the following source types: Stripe, Recurly, Maxio, and Braintree. For all other source types, ChartMogul uses the default option.
Changing your Free customer handling setting in ChartMogul only affects transactions going forward. To apply this setting to your existing data, you’ll need to re-sync your source.
The Free customer handling setting determines how ChartMogul classifies customers who have downgraded from a paid to a free plan.
ChartMogul offers two Free customer handling options:
- Classify paying customers who switch to a free plan (or are given a 100% discount) as Active (default) — ChartMogul continues to classify previously paying customers who subsequently downgrade to a $0 plan (or receive a 100% discount) as Active. These customers do not contribute to your Customer Churn Rate.
- Classify paying customers who switch to a free plan (or are given a 100% discount) as Cancelled — ChartMogul classifies customers who move to a $0 plan (or receive a 100% discount) as Cancelled. These continue to contribute to all of your churn rate metrics.
ChartMogul doesn’t create subscriptions for customers you’ve not billed more than $0.00 in subscription fees and — depending on the billing system — either doesn’t import these customers or imports them and classifies them as Leads. Learn more about customer statuses.
On October 2, 2025, we introduced “trial” as a third invoice line item type (alongside the existing “subscription” and “non-recurring” types) and enabled support for zero-value subscription line items. We’re gradually making the functionality available to all accounts.
The update replaces the Free customer handling setting and comes with new filters and improvements to the Subscriptions and Subscription History tables on customer records.
Source-level settings
Source-level settings are configured individually for each source.
To access them, go to Settings & Data > Sources and click the cog icon by the source you want to update.
In the configuration modal, expand Data Settings grouped into sections: Misc Settings, Invoice Handling Settings and Handling Past-due Subscriptions. Not all sections are present for all source types.
Misc Settings
This section groups various settings available to a given source type.
Transaction fee handling
Google Play, Google Sheets, PayPal, third-party, and custom sources allow you to decide how to handle transaction fees by selecting one of the two options:
- Do not deduct transaction fees from my MRR and cash flow metrics (default)
- Deduct transaction fees from both my MRR and cash flow metrics
Read a separate article about the setting.
Importing pending invoices
Chargebee (latest version) and Stripe sources give you the option to import pending invoices from the billing system.
For Chargebee, select Import pending Chargebee invoices into ChartMogul to ensure your MRR data reflects pending invoices in Chargebee.
For Stripe, select Import pending invoice items to ensure your MRR data reflects prorated subscription updates in Stripe, even for invoices with pending or draft line items.
Other settings
Some sources have additional settings in the Misc Settings section.
- Use Developer Proceeds instead of Customer Price for calculating MRR — Excludes transaction fees and sales tax/VAT from subscription and revenue metrics by using Developer Proceeds instead of Customer Price to calculate MRR. Developer Proceeds are calculated as Customer Price minus taxes and fees.
- Split subscribers per app — Creates separate customer records for customers who have subscribed to more than one app. Learn more.
- Only import customers who have at least one invoice — Excludes customers without an invoice (for example, leads).
- Import customers that have been deleted in Stripe — Imports deleted Stripe customers into ChartMogul.
Invoice Handling Settings
Invoice handling settings are available for Braintree, Chargebee (latest version), Google Sheets, Recurly (latest version), Stripe, third-party and custom sources. They allow you to control how ChartMogul classifies customers with open invoices.
With Google Sheets, Recurly, Stripe, third-party and custom sources, you can apply different behavior to automatic and manual collection methods.
Read a separate article about the settings.
Handling Past-due Subscriptions
For App Store Connect, Braintree, Chargebee (latest version), GoCardless, Google Play, Google Sheets, PayPal, Recurly (latest version), Stripe and third-party sources, you can control how ChartMogul handles past-due subscriptions.
Read a separate article about the settings.
Updating source-level settings
When adjusting source-level settings, you have three options for how to apply your changes:
- Save Settings — Applies the new settings only to future data updates.
- Save and Reprocess Data — Applies the new settings to both the existing and future data, without reimporting data from your billing system.
- Save and Reimport Data — Applies the new settings and resyncs the source to reimport all data from your billing system, including records filtered by previous settings.