Transaction fee handling

You’ll need to be an Admin or Owner to modify how ChartMogul handles transaction fees when configuring data settings. Learn more about user permissions.

ChartMogul gives you the option to include or exclude transaction fees when calculating metrics using the Transaction fee handling setting.

This setting affects how ChartMogul calculates all MRR metrics as well as the following charts: Non-Recurring Cash Flow, Gross Cash Flow, Net Cash Flow, and Refunds

This setting is most relevant to Google Play and PayPal, as they provide transaction fee details via their API. Google Play and PayPal treat transaction fees as a fixed expense and automatically deduct them from revenue. To avoid inconsistent revenue reporting between these billing systems and ChartMogul, exclude these fees from MRR and cash flow calculations.

For most other billing systems, transaction fees are negotiable and, therefore, not a fixed expense. For this reason, we suggest using the default Transaction fee handling setting to not deduct transaction fees from MRR and cash flow metrics.

How transaction fee handling works

Let’s look at an example invoice to see how the transaction amounts differ for each of the two setting options.

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Here’s how an invoice normally appears in ChartMogul. The invoice total is $5, which includes a transaction fee of $1.

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When you choose the option to Deduct transaction fees from both my MRR and cash flow metrics, ChartMogul deducts the transaction fee from the invoice total.

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Here’s a side-by-side comparison that illustrates how ChartMogul calculates MRR and cash flow for each of the two settings:

Transaction fees not deducted (default) Transaction fees deducted

MRR

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MRR

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Cash flow

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Cash flow

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Configuring transaction fee handling

  1. Navigate to Data Platform Data Sources.
  2. Click the gear icon of the data source you would like to configure. Screen_Shot_2021-06-24_at_7.39.35_PM.png
  3. Choose your Transaction fee handling setting:Screen_Shot_2021-06-24_at_7.42.17_PM.png
  4. Click Re-sync Data to apply the changes.

 

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