Subscriptions with multiple components

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

Businesses that sell subscriptions with multiple components can view and measure these subscription sets in ChartMogul. For example, a base plan with add-ons.

Viewing subscription sets on customer records

On a customer record, the Monthly Recurring Revenue chart and the Subscriptions table provide an overview of the total contribution of a subscription and allow you to visualize the amount contributed by each component.

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 chart 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.

Viewing subscription sets in charts

ChartMogul generates MRR movements for each subscription item. Subscription items can be filtered individually by plan. The Subscriptions chart uses the sum of subscription sets.

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 chart

When you add the Plan > is one of > Base filter to the MRR chart, 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.

Customers using our API can 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 the subscription has been canceled, and another subscription has been started in the same subscription set. Learn more.

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