MRR data editing

MRR data editing enables you to connect customer subscriptions and manually edit MRR to ensure ChartMogul accurately reports customers’ subscription history. Editing a customer’s data in ChartMogul doesn’t impact data in your billing system.

Here’s what we cover in this article:

Before you begin

Reasons for manual data editing

Here are some cases when you may need to manually edit your MRR data:

  • Switching billing systems — When you switch billing systems, ChartMogul reports two separate subscriptions for a customer. MRR data editing allows you to connect these subscriptions for accurate reporting. Learn more about what happens in ChartMogul when switching billing systems.
  • Messy billing data coming through from your billing system — ChartMogul may generate inaccurate MRR movements when billing data isn’t imported correctly. For example, someone on your team set up a subscription in your billing system manually and didn’t configure it correctly. Manual MRR editing allows you to update these MRR movements. Learn more about MRR movements.
  • Customers reactivating soon after they’ve churned — MRR data editing allows you to remove short interruptions to customers’ subscriptions. These may happen, for instance, when a customer’s card has expired, and they only notice it once they lose access to your service.

Using manual data editing tools

You’ll need to have a Staff, Admin, or Owner user role to access data editing tools.

Navigate to a customer’s record and locate their Monthly Recurring Revenue chart to view the options to Edit MRR and Connect Subscriptions.

Screenshot of the Monthly Recurring Revenue graph. There are two links above the graph: Edit MRR and Connect Subscriptions.

Click and drag your mouse to zoom into a portion of the graph.

Double-click the graph or click Reset zoom to reset to the default zoom level.

Screencap of the Monthly Recurring Revenue graph. The user selects a portion of the screen from January to May, and only this period gets displayed in the graph. Then the user selects a shorter period, from late March to mid-May, and the graph zooms in on this period. Finally, the user clicks Reset zoom under the graph, and the graph resets to the initial zoom level.

Connecting subscriptions

Connecting subscriptions does not sum the MRR from two subscriptions. It combines subscriptions consecutively to create a seamless subscription history.

ChartMogul allows you to connect a customer’s subscriptions to accurately reflect your history with this customer. Subscriptions can only be connected when at least one of them has been canceled.

To connect subscriptions:

  1. Click Connect Subscriptions.
  2. Select two or more subscriptions and click Connect. The most recent active subscription will become the primary subscription.
    Screenshot of the Monthly Recurring Revenue graph. Text over the graph says, Select two or more lines and click Connect. Next to the text are two buttons: Cancel and Connect.
    After connecting subscriptions, expand the primary subscription in the Subscriptions list to reveal the ones connected to it.
    Screenshot of a portion of the Subscriptions table. The columns are labeled: Plan, ID, MRR, Billing Interval, Start Date, and Next Payment. The table lists the primary subscription to Gold Plan. The element is expanded showing a secondary subscription to Silver Plan.
  3. To revert your changes, click Disconnect Subscriptions.

Subscriptions with a gap period

There may be a gap between the end date of the old subscription and the start date of the new subscription. When connecting such subscriptions, ChartMogul fills the gap with the MRR amount from the old subscription.

There is no upper limit to the gap length between subscriptions.

The following graph shows two subscriptions with a gap period between them:

Screenshot of the Monthly Recurring Revenue graph showing two subscriptions. One subscription starts at the beginning of February and ends on April 2nd. This subscription has an MRR of 30 dollars throughout its course. There’s a gap between the end of this subscription and the start of the second subscription, which begins on April 9th and is still active. The second subscription has an MRR of 100 dollars throughout its course.

After connecting these subscriptions, the gap period is filled with the MRR amount from the old subscription:

Screenshot of the Monthly Recurring Revenue graph from the previous figure after connecting the two subscriptions. Now there is one subscription that starts at the beginning of February and is still active. The subscription starts with an MRR of 30 dollars. On April 9th, which is the beginning of the most recent subscription, the MRR changes to 100 dollars. The gap between the subscriptions has been filled with the MRR of the older subscription.

Subscriptions with an overlapping period

When connected subscriptions have an overlap in service periods, ChartMogul doesn’t sum their total MRR during the overlapping period. Instead, ChartMogul uses the MRR amount from the new subscription and overrides and ignores the MRR from the old subscription.

The following graph shows two subscriptions with overlapping service periods:

Screenshot of the Monthly Recurring Revenue graph showing two subscriptions. One subscription starts at the beginning of April and ends on May 14th. This subscription has an MRR of 100 dollars throughout its course. The service periods of both subscriptions overlap. The second subscription starts on May 7th and is still active. It has an MRR of 40 dollars throughout its course.

After connecting these subscriptions, the overlapping period is filled with the MRR amount from the new subscription, and the MRR amount from the old subscription in this period is ignored:

Screenshot of the Monthly Recurring Revenue graph from the previous figure after connecting the two subscriptions. Now there is one subscription that starts at the beginning of April and is still active. The subscription starts with an MRR of 100 dollars. On May 7th, which is the beginning of the most recent subscription, the MRR changes to 40 dollars. This means that the overlapping period from May 7th to May 14th has been filled with the MRR of the most recent subscription, and the MRR of the older subscription has been ignored in this period.

Editing MRR

ChartMogul allows you to edit MRR data to clean up incorrect MRR history. Editing MRR only changes historical MRR data.

Data edits cannot be removed. However, there is no limit to the number of times data can be edited.

Re-syncing a customer does not remove any MRR edits. Deleting and re-adding a source removes all MRR edits.

To edit the amount of MRR:

  1. Click Edit MRR.
  2. Select the red handle on a movement and move it up or down to the appropriate MRR value. You can also input an exact MRR value into the box on the bottom right.
  3. Click Save Changes to apply the modification.
  4. The graph will automatically reload to show the changes.

Screenshot of the Monthly Recurring Revenue graph in the MRR editing mode. The graph shows one subscription whose start is marked with a red circle. A tooltip next to the circle says, Silver Plan, $30 MRR, Feb 01, 2023 (00:00) (Wed). Below the graph, there’s an input field saying, $30 MRR.

Edited MRR is displayed as a yellow point. Hovering over this point displays the MRR edit, the date it was made, and the user who made the change.

Screenshot of the Monthly Recurring Revenue graph in the MRR editing mode. The graph shows one subscription whose start is marked with a red circle. A tooltip next to the circle says, Silver Plan, $30 MRR, Feb 01, 2023 (00:00) (Wed). Below the graph, there’s an input field saying, $30 MRR.

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