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 plans table.

Resources and further reading:

Before you begin

To add a plan using the plans table, 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 plans table. To learn who maintains your billing system, check your billing system’s integration guide.

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 and click Add Plan.

2. Select the source:

  • If your billing system is maintained by a third party, choose it from the drop-down.
  • Or, a custom source.

3. Create a name and set the billing interval.

4. Click Add.

ChartMogul saves your plan and adds it to the plans table.

Screenshot of a fragment of the plan list.

Managing plans

View all plans by navigating to Settings & Data > Manage > Plans.

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

To delete a plan, click Delete next to the plan. Deleting a plan is permanent. You can only delete plans that have no subscribers.

 

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