Subscriptions with multiple components

This is supported for Recurly, Stripe and data imported using our API, CSV files or our app interface.

Subscriptions with multiple components — also called subscription sets — let you group a base plan and its add-ons so ChartMogul can track and measure them together. For example, a $100 base plan plus a $50 LinkedIn add-on is one subscription set.

How to view subscription sets on customer records

On a customer record, the Monthly Recurring Revenue report and the Subscriptions table show the total MRR for a subscription set and the amount each component contributes.

Screenshot of a customer record’s Monthly Recurring Revenue chart and Subscriptions table showing a set of three subscriptions.

The dotted lines on the MRR report represent the contribution of each component to the overall subscription. Expand the subscription table to show the contribution provided by the different components a subscription has or has had in the past. It’s possible to edit the MRR of each component.

Screenshot of a customer record’s Subscriptions table with a subscription set. The subscription set row is expanded, showing three subscriptions.

How subscription sets appear in reports

ChartMogul generates MRR movements (changes in recurring revenue such as new, expansion, or churn) for each subscription item. You can filter subscription items individually by plan. The Subscriptions report uses the sum of all items in a subscription set — so a set of three items counts as one subscription.

For example, when a customer has a monthly subscription with a $100 Base plan, a $50 LinkedIn add-on and a $60 HubSpot add-on, they appear in ChartMogul with:

Three MRR movements
A subscription quantity of three
One subscription in the Subscriptions report

When you add the Plan > is one of > Base filter to the MRR report, this customer contributes $100 in MRR. When you use the Plan (including all items in subscription set) > is one of > Base filter, ChartMogul takes into account the $50 LinkedIn and $60 HubSpot add-ons, raising the customer’s MRR to $210. Learn more about plan filters.

If you use our API, track subscription sets by adding a subscription_set_external_id to each invoice line item.

Some subscription items may have a Linked status — this means ChartMogul canceled that item and started a new one in the same subscription set, keeping them connected. Learn more about Linked subscriptions.