Learn about general data settings in ChartMogul and how to configure them.
Here’s what we cover in this article:
Access your general data settings by clicking Settings & Data > 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.
Primary Currency
Select a primary currency for your account from the drop-down. ChartMogul uses this currency to report revenue and other subscription metrics.
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.
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.
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).