Configuring data settings

You’ll need to be an Admin or Owner in ChartMogul to access and change your data settings. Read more about user roles and permissions.

Learn about the various data settings in ChartMogul and how to configure them.

Here’s what we cover in this article:

Changing your data settings requires ChartMogul to recalculate and update data across your account. This process takes place in the background and typically completes within a few minutes.

General Settings

Access your general data settings by clicking Data & Config > Data Settings > General.

Time Zone

Select an appropriate time zone for your account from the drop-down. ChartMogul uses this time zone for all dates and timestamps displayed throughout the platform.

Screenshot of the Time zone drop-down with various time zones

Primary Currency

Select a primary currency for your account from the drop-down. ChartMogul uses this currency to report revenue and other subscription metrics.

Screenshot of the Primary Currency drop-down with various currencies

ChartMogul displays the customer’s currency in brackets next to their MRR movements and transaction amounts (in email notifications, data tables, and on their customer record) when a customer’s currency differs from your primary currency.

Read about ChartMogul’s support for 167 currencies and how we handle currency conversions.

Preferred Customer Name

Click Advanced settings to reveal this setting. Choose which data element ChartMogul displays as the customer’s name throughout the platform: company name, first and last name, or email address.Screenshot of the Preferred customer name drop-down menu with three options: company name, first and last name, and email address

When a customer record lacks a value for the data element you select as your preferred customer name (e.g., the customer has a first and last name, but no company name), ChartMogul uses the following fallback plan:

Preferred Customer Name 1st Fallback 2nd Fallback 3rd Fallback
Company Name First & Last Name Email Address External IDs
First & Last Name Company Name Email Address External IDs
Email Address External IDs    

External IDs are unique identifiers from your billing system, such as a Billing System ID or Subscriber ID.

First Day of Week

Click Advanced settings to reveal this setting. Set the first day of your week to either Sunday or Monday. ChartMogul uses this day to calculate and present MRR metrics on a weekly basis (i.e., when viewing the chart with the Week measurement interval selected).

Screenshot of the First Day of Week drop-down with Sunday and Monday as options.

Subscription Analytics

Access your subscription analytics settings by clicking Data & Config > Data Settings > Subscription Analytics.

Churn Rate Formula

On August 15, 2022 we retired the Churn Rate Formula setting. Accounts opened prior to this date that had selected the Shopify formula can continue to configure this setting. All other accounts, including new accounts opened on or after August 15, 2022 use the standard formula.

ChartMogul offers two churn rate formulas:

  1. Standard formula (recommended for B2B)
  2. Shopify formula (recommended for B2C)

Screenshot of the two churn rate formula setting options described here

Read our in-depth guide on churn rate formulas for details on how ChartMogul calculates each churn rate metric based on the setting you choose.

Churn Recognition

Changing your Churn Recognition setting in ChartMogul only affects transactions going forward. To apply this setting to your existing data, you’ll need to re-sync your source.

When a subscription is canceled, ChartMogul can recognize churn:

  1. When the subscription ends in your billing system (default)
  2. At the end of the final service period
  3. The moment a customer sets their subscription to cancel (Only supported for Recurly)

Screenshot of the three Churn Recognition setting options described here

For more information on this setting, please read our churn recognition article.

Free Customer Handling

The Free Customer Handling setting works for all sources in ChartMogul accounts opened on or after August 17, 2022. For accounts opened prior to this date, this setting only works with the following source types: Stripe, Recurly, Chargify, and Braintree. For all other source types, ChartMogul continues to classify customers who move to a free plan (or who receive a 100% discount) as Active. To have your ChartMogul account updated so you can use this setting with all source types, contact support.
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.

Screenshot of the two Free Customer Handling setting options described here

ChartMogul offers two Free Customer Handling options:

  1. 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.
  2. 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.

Handling Past-due Subscriptions

A subscription can remain active indefinitely — even after all payment attempts for an invoice have failed. In ChartMogul, we consider these past due invoices and their associated subscriptions as delinquent since they continue to contribute to MRR and active customer count until they are explicitly canceled in your billing system.

To avoid over-reporting the number of paid subscriptions, you can have ChartMogul automatically churn these subscriptions and re-classify them as Cancelled after they have been delinquent for a selected period of time.

Handling Past-due Subscriptions setting in ChartMogul

ChartMogul offers two delinquent subscription handling options:

  1. Subscriptions are Active or Past Due (and contribute to MRR) until they are explicitly cancelled (default) — you rely on cancellation events coming through from your billing system.
  2. Automatically churn subscriptions which are [X] days past due — enables you to trigger a cancellation movement based on the number of days an invoice is past due. The available options are 14, 30, 45, 60, and 90 days past due.

For example, you configure ChartMogul to classify subscriptions as Cancelled when they are 14 days past due. On February 1, a customer misses their subscription renewal payment. That day, ChartMogul changes the customer’s status to Past due. If you don’t receive a payment from the customer by February 15, ChartMogul then changes the customer's status from Past due to Cancelled.

A few additional notes:

  • The Handling Past-due Subscriptions setting only impacts the status of subscriptions in ChartMogul and does not result in changes to data in your billing system.
  • ChartMogul adds the auto-churned-delinquent-subscription tag to customers whose subscriptions it cancels when you’ve selected the Automatically churn subscriptions which are [X] days past due option. You can find these customers by filtering for Tags > has at least one of the following > auto-churned-delinquent-subscription.
  • In most instances, ChartMogul doesn’t make any changes to subscriptions that were churned automatically but subsequently paid or cancelled. This setting only affects subscriptions that are currently past due (at the time you apply or change this setting) and subscriptions that become past due going forward.
  • ChartMogul will automatically remove the cancellation movement and change the customer's status to Active when a subscription auto-churns on the same date as the start of a service period.
  • When you change this setting, ChartMogul reverses previous subscription cancellations before applying the new setting.
  • Subscriptions that churn as a result of this setting do not generate email notifications.
  • If a customer pays a past-due invoice after the subscription has automatically churned, ChartMogul removes the cancellation event. However, the payment must be associated with the past-due invoice. Otherwise, the customer won’t reactivate until the next service period.

Refund Handling

The Refund Handling setting only affects customers you’ve imported using our Stripe integration. This setting does not impact customers you import from other billing systems.
Changing your Refund 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.

Screenshot of the two Refund Handling setting options described here

The Refund Handling setting enables you to remove refunded MRR movements retroactively from your subscription metrics. With both options, refunding a customer results in a decrease in revenue reported in your Cash Flow charts and an increase in Refunds.

ChartMogul offers two refund handling options:

  1. Refunds are tracked but do not impact MRR (default) — refunds don’t affect MRR Movements or recurring revenue reporting.
  2. Stripe: When an invoice is refunded (in full) reduce the historic MRR as if the invoice was never paid — removes any refunded recurring revenue from your recurring revenue metrics and also removes any MRR movements that were 100% refunded. The transactions table reports the refund, but ChartMogul doesn’t remove the original transaction.

Smart Activity Classification

Smart Activity Classification allows you to select how ChartMogul treats multiple subscription activities taking place within a set timeframe. For example, when a new customer purchases multiple new subscriptions at the same time.

By default, ChartMogul groups these activities and classifies the resulting MRR as New Business (vs. New Business followed by Expansion).

Screenshot of the two Smart Activity Classification setting options: Off and Group activities that happen within X minutes, where X is a secondary drop-down with six options: 1 minute, 10 minutes, 60 minutes, 24 hours, and 1 week

Learn more about Smart Activity Classification and how it affects New Business, Churn, and Reactivation MRR calculations in ChartMogul.

Revenue Recognition

Read more about revenue recognition settings.

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