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ChartMogul

Score8.1 out of 10

18 Reviews and Ratings

What is ChartMogul?

German company ChartMogul offers their subscription analytics and revenue recognition application to companies relying on their subscriber base. The application integrates with a number of popular subscription billing services (Stripe, Braintree, Recurly, etc.).

Great revenue insights for SaaS companies

Pros

  • Revenue reporting
  • Seeing revenue within specific customer segments
  • Tracking customer attribution
  • Visually displaying revenue trends

Cons

  • Some annoying little bits of UX (e.g. where charts move when mouse scrolls over them)
  • Would like filters to have an "OR" option (currently can only have multiple filters as "AND")

Most Important Features

  • Reports on recurring revenue
  • Segmented reports

Return on Investment

  • Able to pinpoint customer segments that are biggest revenue drivers
  • Able to pinpoint where churn occurs most
  • Able to see where certain customers are coming from and how much revenue they drive

Alternatives Considered

ProfitWell and Baremetrics

Other Software Used

Intercom, Webflow, ActiveCampaign

A necessary tool for any subscription business!

Pros

  • Love the UI and it's easy to use.
  • Customer lists let users see customers broken down by size, geography, renewal, payment status, and more.
  • Little training required for users once it's set up so a number of people in the company can use it easily.
  • The graphing component inside the customer's account displays trends in subscription usage which is really helpful.

Cons

  • Sometimes the MRR can be off.

Return on Investment

  • We are able to see how our company is doing in terms of churn, sales, and overall health.
  • It's a fantastic resource to drill down by customers and learn past subscription history and trends.

The Charms of ChartMogul

Pros

  • Tracks MRR
  • Graph graphics
  • Tracks customer churn

Cons

  • ChartMogul doesn't always integrate both ways well. When data is modified that has been previously pushed to ChartMogul, bugs can occur.
  • I haven't seen an A/R turnover report but this would be helpful to have.

Return on Investment

  • Less time spent on data entry
  • Focus on key performance indicators
  • Trend awareness

Alternatives Considered

Airtable

Other Software Used

Airtable, Google Analytics, Trello

Easy, clear way to track revenue!

Pros

  • Clear graphs
  • Easy to make changes to dates or other criteria.

Cons

  • Unclear how to select multiple items for a filter (only able to filter by 1 attribute).

Return on Investment

  • Ability to clearly see the recurring revenue from your customers and changes over time.

ChartMogul gives us great insight to our data with minimal work on our end

Pros

  • Data Ingestion - Because we use a payment processor that ChartMogul understands, they are able to ingest the data automatically and process it with almost no input from us.
  • Analysis and Insights - Once we got our data into ChartMogul, we immediately started seeing some patterns in our data that hadn't previously been apparent to us.
  • Customizability - ChartMogul makes it fairly easy to customize and extend the dashboard (and to enrich our data manually via the API).

Cons

  • Currency fluctuations - ChartMogul does a great job of converting our payment currency into our operating currency for us, however it doesn't yet support using this currency data to show us how fluctuations in these exchange rates affect changes in our metrics over time.
  • API coverage - There are currently things that are possible via the dashboard (for example, filtered searches), which are not yet exposed in the customer-facing API.
  • Flexibility - We've found a few areas where ChartMogul's expectations differ from our own for what our data means and how to interpret it, and we've had to jump through a few hoops to resolve this.

Return on Investment

  • It's unfortunately difficult for us to directly analyze the ROI impact of ChartMogul on our business, however, we do absolutely feel that we have a better handle on the subscription numbers behind our business.