Smart Activity Classification

Smart Activity Classification groups MRR movements for certain subscription changes (activities). This does not impact the value of reported MRR.

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

By default, Smart Activity Classification groups MRR movements for certain subscription changes (activities) that take place within 60 minutes of each other. We recommend leaving this setting enabled.

For example, when a new customer purchases multiple new subscriptions at the same time, ChartMogul classifies them both as a New Business MRR movement (vs. New Business followed by Expansion).

A summary of these events can be seen on the customer's record.

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.

Smart Activity Classification also groups movements to those described above for Churn and Reactivation.

In cases where a combination of Contraction and Expansion 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 summarized on a customer's page according to the overall effect of the event.

For example, 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 Chart Data table. For example, when enabled, the number of MRR movements contributing to New Business, Churn, and Reactivation typically increase, while Expansion and Contraction typically decrease.

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 turned off, only the last activity for Company Inc. (i.e., the cancellation of the Basic plan) would have been classed as Churn, 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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