Smart grouping allows users to select how simultaneous activities are treated within ChartMogul. This setting impacts the MRR breakdown within the application, and is found in the Subscription Analytics tab in the Data Settings page.
When enabled, some MRR movements that happen within the selected time frame will be grouped together. For example, when smart grouping is off, a new subscription that consists of two plans will generate one new business MRR movement and one expansion MRR movement. With smart grouping turned on, ChartMogul will classify these two plans as part of the same new business event (as can be seen in the screenshot below). These summary events are only seen on the customer's own page. We recommend leaving smart grouping turned on.
Smart grouping also generates events comparable to the one described above for churns and reactivations.
In cases where a combination of contractions and an expansions happen within the selected time frame, the individual activities are still classified as a contraction and an expansion as appropriate, even though they are grouped and summarised on a customer's page according to the overall effect of the event.
For example, if a customer expands their overall MRR by $100 by downgrading their Plan A by $50 while purchasing an additional add-on worth $150, this event will still consist of two separate activities: a contraction and expansion activity of and $50 and $150 respectively, which will be reflected as such in the MRR breakdown of the charts.
How does this affect my charts and tables?
With the exception of the MRR movements chart, smart grouping does not affect your charts, but it does influence their breakdown in the data table. When it is enabled, the number of MRR movements contributing to New business MRR, Churn MRR and Reactivation MRR is likely to increase, whereas the movements contributing to Expansion and Contraction MRR will decrease by the same amount.
In the example below, smart grouping is enabled and Company Inc cancelled both of their plans one minute from one another, so both activities contributed to Churn MRR.
Had smart grouping been disabled, only the last activity for Company Inc (i.e. the cancellation of the Basic plan) would have been classed as Churn MRR, and the cancellation of the Bundle plan would have been classed as a contraction.