Chart Data

If you’re new to ChartMogul, get to know how charts work.

You will find the Chart Data table listing MRR movements under some charts in ChartMogul. If you don’t see MRR movements, refer to the notes section of the chart’s article for details about chart data.

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. 

Screenshot of a Chart Data table showing new business, expansion, contraction, churn and reactivation MRR over three months.

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 record in another tab. 

Screenshot of a Chart Data table highlighting the cell showing expansion MRR in November 2024. Selecting the cell reveals an Activity table listing expansion movements in that month.

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.

Screenshot of a Chart Data table highlighting the MRR Entering Segment and MRR Leaving Segment rows.

ChartMogul displays these additional rows when you use the Plan > is one 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.

The breakdown includes neutral movements, which are subscription changes that do not affect the customer’s MRR. For example, when someone switches between equally priced plans.

Screenshots of the MRR Leaving Segment activities for August 2024 with a neutral movement highlighted.

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.

Screenshot of a Chart Data table highlighting 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.

Exporting Chart Data

To export Chart Data as a CSV file:

  1. Click EXPORT (CSV).
    Screenshot of a Chart Data table showing the placement of the Export (CSV) button.
  2. Name your file and click SAVE.
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