You will find the Chart Data table listing MRR movements under some charts in ChartMogul.
For each of the five MRR movement types (New Business, Expansion, Contraction, Churn, and Reactivation), ChartMogul lists the total MRR amount and the number of activities associated with each movement type for the selected period and segment you've chosen.
Using Chart Data to dig deeper into your data
The Chart Data table helps you quickly drill down into your metrics and see which type of customer activity resulted in a particular change.
To get more details of a movement type, click the cell in the table to view the Activity table. This shows the subscription activities for the movement. Click an activity to open the customer's profile in another tab.
How plan filters affect Chart Data
When you filter the data to see MRR for a particular plan, the MRR breakdown only shows activities resulting in a customer having a particular plan. For instance, if you filter by Plan A and a customer switches from Plan A to Plan B, you would not see this activity in Contraction MRR.
However, you will see such plan switches included in the MRR Entering Segment and MRR Leaving Segment rows. These rows show the total value of a subscription before it left or entered the segment you are filtering by. So, for example, when a customer switches from a Plan A ($50 in MRR) to Plan B ($30 in MRR), MRR Leaving Segment is $50.
ChartMogul displays these additional rows when you use the Plan is any of filter, and when MRR movements enter or leave the segment, you are filtering by. It also works for plan groups, so if you have a plan group for your annual plans, you can see the customers who are moving into such a plan.
Remember that once you click a cell for one of the new rows, ChartMogul displays the activities resulting in the plan on a subscription being changed. The size of the activity is not the same as the size of the subscription before the change.
A current limitation is that MRR that entered or left the segment only includes the MRR from switches that also resulted in changes in MRR. So, for example, if someone changed from Plan A to Plan B, but the MRR remained the same, then this will not be included in the breakdown.
Effect of currency fluctuations
When you receive payments in currencies other than your account's primary currency, MRR will vary depending on exchange rates. However, as the customer is still paying the same amount in their local currency, this is not captured as an activity but rather in the Exchange Rate Impact row.
The Exchange Rate Impact row shows the net change in MRR due to changes in the exchange rate between the different payment currencies and your account's primary currency.
In the drill-down, you can see a list of the fluctuations. For dates in which there was also an activity (e.g., an expansion), ChartMogul shows the size of the movement. However, cases where a subscription's quantity changes multiple times a day may cause the numbers in the table not to align fully.