Data Settings

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

This article provides information on the various data settings in ChartMogul and how to configure them.

General Settings

Subscription Analytics

Revenue Recognition

Remember to click Save Changes after changing a setting. Also, unless we’ve noted otherwise below, you’ll see your change immediately in ChartMogul. 🤓

General Settings

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

Time zone

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

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

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

Week starts on

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 interval selected).

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

Primary currency

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

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

Screenshot of the Primary currency drop-down menu 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 profile page) when a customer's currency differs from your primary currency.

Read about ChartMogul’s support for 169 currencies and how we handle currency conversions.

Default customer name

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 Default customer name drop-down menu with three options: company name, first + last name, and email address

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

Default Customer Name 1st Fallback 2nd Fallback 3rd Fallback
Company Name First + Last Name Email Address Billing System ID
First + Last Name Company Name Email Address Billing System ID

Email Address

Billing System ID

   

Subscription Analytics

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

Churn rate formula

ChartMogul offers two churn rate formulas:

  • Standard formula (recommended for B2B)
  • 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 help selecting a formula and 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 data source.

Screenshot of the three Churn recognition setting options described here

ChartMogul offers three Churn recognition options:

  1. Always recognize cancellations as churn at the time of cancellation — ChartMogul recognizes churn at the time the subscription is canceled or expires in your billing system. This gives you a real-time view of your forward-looking MRR and is closer to the concept of Committed Monthly Recurring Revenue (CMRR).
  2. Always recognize cancellations as churn at the end of the paid-up billing period (default) — ChartMogul recognizes churn at the end of the subscription’s current paid-up billing period, even if the subscription is canceled immediately in your billing system. This is often considered good practice for MRR reporting.
  3. Churn subscriptions at the time when the cancellation event is triggered/clicked, regardless if subscription is set to cancel immediately or cancel/not-renew at the end of the billing period — this option only applies to data imported using our integration with Recurly. For all other data sources, ChartMogul recognizes cancellations as churn at the time of cancellation.

Here's an illustration of how ChartMogul reports the date of churn, based on the Churn recognition option you choose:

Diagram showing two options for recognizing churn: at the time the customer cancels or on the subscription’s renewal date

The Churn Recognition setting work the same for all of our billing system integrations, except for the following:

  1. Shopify — Since we only import non-recurring transactions from Shopify, this setting is not relevant.
  2. Google Play — When importing using the Daily Sales Report, ChartMogul recognizes subscription cancellations at the end of their billing period.
  3. App Store Connect — Similar to Google Play, the App Store reports don’t provide cancellation dates. Because of this, we report cancellations at the end of the service period. However, cancellations resulting from refunded subscriptions follow the churn settings.

Free customer handling

The Free customer handling setting currently works with our Stripe, Recurly, Chargify, and Braintree integrations. For all other integrations, ChartMogul continues to classify customers who move to a free plan (or receive a 100% discount) as Active.
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 data 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. Paying customers who move to a free plan (or are given a 100% discount) should still be classified as active subscribers — 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. Paying customers who move to a free plan (or are given a 100% discount) should be classified as cancelled/churned subscribers — ChartMogul classifies customers who move to a $0 plan (or receive a 100% discount) as either Cancelled or Churned. 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.

Handling of delinquent subscriptions

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

With some billing systems, a subscription can remain active indefinitely — even after all payment attempts have failed. In ChartMogul, we classify these subscriptions as Delinquent since they continue to contribute to MRR and active customer count until you explicitly cancel them.

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

Screenshot of the two Handling of delinquent subscriptions setting options described here

ChartMogul offers two delinquent subscription handling options:

  1. Leave past due subscriptions as-is until they are explicitly cancelled — you rely on cancellation events coming through from your billing system.
  2. Treat subscriptions as cancelled when they are [X] days past due — enables you to set a cancellation trigger based on the number of days a subscriber 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 Churned.

A few additional notes:

  • The Handling of delinquent 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 Treat subscriptions as cancelled when they 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.
  • ChartMogul doesn’t make any changes to subscriptions that were once delinquent 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.
  • When you change this setting, Chartmogul reverses previous subscription cancellations before applying the new setting.

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 data 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, by themselves, impact MRR (default) — refunds don’t affect MRR Movements or recurring revenue reporting.
  2. When an invoice is refunded (in full) reduce the historic MRR as if the invoice never paid (Stripe only) — 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

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

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 menu 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 strategies.

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