Getting started with charts in ChartMogul

Charts are the heart of ChartMogul. We use them extensively to help you visualize and analyze your SaaS metrics. Choose from a wide selection of charts related to Recurring Revenue, Leads and Conversion, Subscribers, Churn, Retention, Transactions, and Non-Subscription Customers and customize them to your needs. Here, we show you how they work and everything you can do with them.

Here’s what we cover in this article:

Resources and further reading:

Overview

Screenshot of the Monthly Recurring Revenue chart with number labels for each of the UI element explained here

The date range drop-down allows you to pick the start and end dates for your chart (i.e., establish the reporting period). The Toolbar provides various options for configuring your chart (e.g., switching the chart type from line to bar or zeroing the Y-axis). The Graph is the visual representation of your metric (e.g., Monthly Recurring Revenue (MRR)), while the Summary Metrics that follow show how your metric has changed at key intervals over the past year. Finally, the Chart Data table contains a breakdown of the data for the reporting period.

Configuring the chart

Setting the reporting period

Pick a start and end date using the date range drop-down or select from one of the presets available: Last 30 Days, Last 90 Days, Last 365 Days, YTD (year-to-date), or All (data available).

Changing the graph type

Select the type of graph you would like to see, either Line or Bar.

Zeroing the Y-axis

By default, ChartMogul chooses a range for the Y-axis that best visualizes the metric for the reporting period you’ve selected. Click the Zero Y-axis icon to have ChartMogul plot the metric relative to zero.

Comparing segments

Click the Compare Segments icon to display all segments at the same time or one selected segment. This switch only becomes active after you have added at least two segments to the chart.

Stacking segments

Use the Stack and 100% Stack icons to display segments on a stacked chart. Learn more.

Adding a filter

Filters allow you to focus your analysis on a subset of your subscription data, for example, looking at MRR growth for an individual plan. They’re easy to use:

  1. Click ADD A FILTER.
  2. Select an attribute.
  3. Choose an operator.
  4. Enter or select an appropriate value for the filter, then click ADD.

To remove a filter, click the filter you previously added, then click REMOVE FILTER.

Learn more about working with filters in ChartMogul.

Segmenting

Segmentation helps you gain deeper insights into your data. Check out our in-depth guide on segmentation, including how to create, compare, and stack segments.

Showing targets

Click the Show Targets icon to include any targets you’ve established in the graph. Learn how to set goals using targets.

Selecting a measurement interval

Select the major X-axis interval for the graph. Depending on the chart you’re working with, you can select between Day, Week, Month, Quarter, and Year. A smaller, more frequent interval (e.g., day) increases the resolution of (the number of data points plotted on) the graph.

The measurement interval is used in conjunction with the reporting period to establish the chart’s report intervals.

Saving the chart

You’ll need to be on our Scale or Volume plan in order to save and share charts.

Organize your saved charts into folders.

Watch a video about saving charts:

Save a version of your chart for future reference, or share it with your team:

  1. Click SAVE CHART.
  2. Enter a name for your chart in the Name field. We recommend including the metric’s name and a brief description of the filter or segment you’ve used (if any) so it’s clear what you’re measuring and analyzing.
  3. Select who should see your chart: Just me, Users with a CRM seat, or Entire team.
  4. Choose a time period for your chart, either Dynamic (e.g., last 365 days) or Fixed (e.g., January 1, 2021 – December 31, 2021). If you selected Fixed, enter the specific number of days in the field that follows.
  5. If you selected Entire team, add the chart to the dashboard by selecting Add to dashboard.
  6. Finally, click SAVE.

Screenshot of the Save Chart dialog with options as described here

Access your saved charts along with some of our favorites (which we’ve pre-loaded into your account) by clicking SAVED CHARTS in the Charts sidebar. Re-order saved charts by dragging and dropping them. Update the configuration of (or delete) a saved chart by clicking the Settings   icon.

Screenshot of a list of saved charts.

Downloading an image

Share your success with your team or social media by downloading an image of the chart.

  1. Click the Download Image  icon.
  2. Choose a background image from the options available.
  3. Include the Y-axis in the image by selecting Show y-axis.
  4. Display the name of the chart above the graph by clicking Show title.
  5. Highlight the most recent metric value by choosing Show tooltip.
  6. Enter a title for the image in the Header field.
  7. Finally, click COPY (to clipboard) or DOWNLOAD (as a PNG file). 

Learn about other ways to export your data from ChartMogul.

Working with the chart

There are three main information components to charts in ChartMogul: graph, summary metrics, and data table.

Graph

The graph ChartMogul presents is based on your date range and chart options (e.g., graph type, zero Y-axis, etc.). The graph is interactive — select a point along the line (or a bar) to see your metric on that date and its percent increase (or decrease) from the previous metric value. ChartMogul also highlights the corresponding column of data in Chart Data.

Incomplete and future report intervals appear as a dotted line (or striped bars). To estimate the value for an ongoing interval, ChartMogul takes into account the number of days that have already passed in the interval and the total number of days in the interval. This is the value you’re projected to achieve at the end of the interval provided that all values used to calculate the metric remain constant.

Screenshot of a line chart showing the projected value for the last month in the date range as a dotted line

Summary Metrics

Summary metrics show how the metric has changed (increased or decreased) at key intervals in the past year: 30, 60, 180, and 365 days ago.

Chart Data

Screenshot of the Chart Data table

ChartMogul creates MRR movements for subscription events (changes) that increase or decrease the subscription’s calculated MRR. For most charts, Chart Data provides a breakdown of your metric by MRR movement type. ChartMogul lists the  total MRR and the  number of activities associated with each movement type for each report interval. Learn more about Chart Data.

Next Steps

Check out the Guide section of our help center for articles on specific charts in ChartMogul.

If you’re new to ChartMogul, we recommend getting familiar with these charts:

  • MRR Movements — one of the classic and most iconic SaaS charts, MRR movements breaks down your growth into the five MRR movement types to give you a clearer understanding of where you’re gaining (and losing) revenue with new and existing subscribers.
  • Average Revenue per Account — track the performance of your pricing and sales strategies by analyzing which segment(s) (e.g., region, plan, or industry) has the highest value subscribers.
  • Customer Churn Rate — managing churn is central to the success of every SaaS business. Customer Churn Rate lets you see (and therefore manage) the rate you’re losing subscribers due to cancellation.

Also, check out our Ultimate SaaS Metrics Cheat Sheet and sign up for our SaaS Metrics Refresher weekly email course.

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