Creating and managing plans

You’ll need to be a Staff, Admin or Owner user in ChartMogul Subscription Analytics to create and manage plans. Learn more about user roles and permissions.


View, manage and add plans using the plan manager.

Here’s what we cover in this article:

Before you begin

To add a plan using the plan manager, you must select a custom source or a billing system maintained by a third party (ex: SaaSync). It is not possible to add plans to billing systems maintained by ChartMogul (ex: Stripe) using the plan manager. To learn who maintains your billing system, check your billing system’s integration guide.

Plans in your billing system are imported automatically when a customer is first invoiced for that plan. You can also add plans using data tables or Google Sheets.

A customer, plan and invoice must be in the same source for a customer to subscribe to that plan.

Billing intervals

Plans consist of two parts: an interval unit and an interval count. For example:

  • For a weekly plan, choose Day as the interval unit and add 7 as the interval count.
  • For a quarterly plan, choose Month as the interval and add 3 as the interval count.
  • For a yearly plan, choose Month as the interval unit and add 12 as the interval count. Or, choose Year as the interval unit and add 1 as the interval count.

Creating a plan

  1. Navigate to Settings & Data > Manage > Plans. The Plans tab is selected by default.
    Screenshot of the Plans page with the Plans tab highlighted.
  2. Click Add Plan.
  3. Choose the Source from the drop-down.
  4. Enter a Name and set the Interval.
  5. Click Add.
    Screenshot of the Create New Plan dialog with the Add button highlighted.

ChartMogul saves your plan and adds it to the table.

Managing plans

View all plans by navigating to Settings & Data > Manage > Plans. The Plans tab is selected by default.

Screenshot of the Plans page with the Plans tab selected.

Plans are displayed as a table with the following columns:

Column name Description Sortable?
Name The plan’s name. Yes
Plan ID The plan’s external ID. For plans created in ChartMogul, it’s the plan’s UUID without the “pl_” prefix. Yes
Billing interval The plan’s interval unit and interval count. For example, “Annually (x1)” for an annual plan or “Monthly (x3)” for a quarterly plan. Yes
Source The source the plan belongs to. Yes
Belongs to a plan group

Any plan groups the plan belongs to. If the plan belongs to more than one plan group, hover over “Multiple” to display their names.

No

UUID

The plan’s UUID. No

Click the eye icon to hide it from the drop-down when filtering by plan.

Screenshot of the plan table with the eye icon highlighted.

Editing a plan

You can only edit a plan’s name. Once a plan is created, you cannot change its billing interval or the source it belongs to.

To edit a plan’s name, click the pen icon.

Screenshot of the plan table with the pen icon highlighted.

Enter a new Name and click Update.

Screenshot of the Edit Plan dialog with the Update button highlighted.

Deleting a plan

Deleting a plan is permanent. You can only delete plans that have no subscribers. You cannot delete plans belonging to integration sources.

To delete a plan, click the trashcan icon. Click OK to confirm. Screenshot of the plan table with the trashcan icon highlighted.

Next steps

Was this article helpful?

We’re sorry to hear that. Would you like to share more feedback?


Thanks for your feedback!