Excluding customers from metrics

ChartMogul allows you to exclude individual customers from your metrics. When you exclude a customer, they remain visible in customer lists but are removed from metric calculations. Any changes you make are stored in ChartMogul only and don’t affect your billing system data. Your exclusions are preserved when you resync the source or receive webhook updates.

Learn about other ways you can correct data in ChartMogul:

• Editing MRR data
• Merging customers
• Adding subscriptions manually
• Updating data imported from a billing system

Here’s what we cover in this article:

• Before you begin
• Reasons for excluding customers
• How excluding customers works
• Batch excluding customers
• Excluding a customer from their customer profile
• Re-including an excluded customer

Before you begin

• Learn how to add and edit data using data tables.
• Learn about customers and customer records.

Reasons for excluding customers

Here are some common cases when you may want to exclude customers from metrics:

• Test customers — You added customers for testing purposes and don’t want them affecting your metrics or appearing in reports.
• Incorrectly billed customers — A customer was billed incorrectly, and you want to exclude them from metrics while you manually recreate their billing data with correct information. This can also be achieved by updating the incorrect billing information.
• Duplicate customers — You accidentally created duplicate customer records and want to exclude one while preserving the data for audit purposes.

How excluding customers works

Here are some details you should understand about excluding customers from metrics:

• Excluding customers is not available for previous versions of our Chargebee and Recurly integrations.
• ChartMogul preserves your exclusions during resyncs and webhook updates.
• Excluded customers remain visible in ChartMogul but are removed from metric calculations.
• Customer records, opportunities, tasks, notes and other associated data are preserved.
• Data for excluded customers continues to sync from your billing system, but all updates remain excluded from metrics.
• Excluding customers doesn’t delete lead and trial dates imported from the billing system. To stop such customers from appearing in charts like Leads and Free Trials, you’ll need to remove the dates manually.

Batch excluding customers

To batch exclude customers from within source tables:

1. Navigate to Settings & Data > Sources and select the source to exclude customers from.
2. Click the Customers tab.

3. Select the rows of customers you want to exclude and click EXCLUDE [X] SELECTED ROWS.

   

4. Confirm by clicking OK.
5. Click RELOAD to refresh the table.

The rows of excluded customers will be grayed out, and their data won’t contribute to metric calculations.

Excluding a customer from their customer profile

To exclude a customer from their customer profile:

1. Navigate to the customer profile.

2. Click the dots next to the customer name and choose Exclude from metrics.

   

3. Confirm by clicking OK.

The source name in the Details section will be grayed out, indicating the customer is excluded from metric calculations.

Re-including an excluded customer

To re-include a previously excluded customer:

1. Navigate to the customer profile.

2. Click the dots next to the customer name and choose Stop excluding from metrics.

   

3. Confirm by clicking OK.

ChartMogul will re-include this customer in metric calculations.