Smart Activity Classification

Smart Activity Classification allows you to control how ChartMogul treats multiple subscription activities taking place within a set time frame. 

For example, ChartMogul can group these activities and classify all resulting MRR as New Business (vs. New Business followed by Expansion) when a new customer purchases multiple new subscriptions simultaneously. Read more about the lifecycle of a subscription and MRR movements in ChartMogul.

Configure Smart Activity Classification by navigating to Data Platform Data Settings > Subscription Analytics.


When you turn on Smart Activity Classification, some MRR movements that happen within the selected time frame are grouped. For example, when Smart Activity Classification is off, a new subscription that consists of two plans will generate one New Business MRR movement and one Expansion MRR movement.

With Smart Activity Classification turned on, ChartMogul classifies these two plans as part of the same New Business event. These summary events are only seen on the customer's own page. We recommend leaving Smart Activity Classification turned on.Screenshot_2019-08-08_at_14.55.48.png

also generates events comparable to those described above for Churns and Reactivations.

In cases where a combination of Contractions and Expansions happens 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, suppose a customer expands their overall MRR by $100 by downgrading their Plan A by $50 while purchasing an additional add-on worth $150. In that case, this event will still consist of two different activities: a Contraction and Expansion activity of $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?

Except for the MRR movements chart, Smart Activity Classification does not affect your charts, but it does influence their breakdown in the data table. For example, when it is enabled, the number of MRR movements contributing to New business MRR, Churn MRR, and Reactivation MRR is likely to increase. In contrast, the movements contributing to Expansion and Contraction MRR will decrease by the same amount.


In the example above, Company Inc canceled both of their plans within one minute from one another, so both activities contributed to Churn MRR

Had Smart Activity Classification 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.

Changing this setting will require ChartMogul to reprocess your data. Although the changes will be visible straight away on an individual customer's page, it will take longer for the changes to be seen in the chart breakdowns. While this is taking place, your data will not be complete and accurate.


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