<aside> 💡

Many smaller improvements are released daily and are not listed here.

</aside>

April 2026 🗿

• Customer profiles now provide more detailed visibility into FX (currency) movements in the Subscription History table.

  • When applicable, you can enable Show detailed history to see an FX Impact column and additional rows for gains or losses due to currency fluctuations.
  • This helps explain MRR changes caused by exchange rate movements and ensures the Subscription History view reconciles correctly across currencies.

• You now have more control over how MRR churn and retention metrics are calculated.

  • Choose whether reactivations and MRR contraction are included in the numerator.
  • When slicing by plan, control how revenue leaving a segment is handled, including proportional retention, full churn, or exclusion.
  • Available for Net MRR Churn Rate, Net MRR Retention Rate, Gross MRR Churn Rate, and Gross MRR Retention Rate.

  <aside> ⚠️

  This feature is only available if you’re on the new analytics backend. If you can see the All Subscribers chart in your account, you’re already using it.

  Note: Accounts using the legacy “Shopify churn rate formula” won’t have access to this feature. To enable it, switch your default to the “B2B formula.”

  </aside>

• ChartMogul now supports using one email address across multiple accounts. Users can be invited to multiple ChartMogul accounts with the same email and switch between them from the account switcher.

  • Each account keeps its own roles, permissions, ownership, and security settings, so users can have different access levels across different accounts.

• Some filters can now be toggled between customer-level and subscription-level when building segments and applying filters in ChartMogul.

  • This gives you more control over how filters behave when they’re based on subscription properties, such as Currency, Source, or Quantity.
  • Use customer-level filtering to include or exclude entire customers, or subscription-level filtering to include only the matching subscriptions and their related values.

• You can now use OR operators between filters when building segments and applying filters in ChartMogul.

  • Previously, filters were always combined using AND, limiting how conditions could be grouped.
  • You can now combine AND and OR operators and control how filters are grouped using parentheses.
  • This makes it easier to build more flexible queries, such as grouping multiple plans or conditions within the same segment.

March 2026 🐇

• You can now customize the columns in any drilldown view by selecting from both default and custom customer fields.

  • This makes it easier to include additional context when exploring data, such as adding a churn_reason column when analyzing churn, or website and industry when reviewing new business.
  • To use this feature click the Ⅲ icon in the top-right corner of any drilldown tables.

• You can now add MRR, ARR, and Subscriber targets directly to dashboards in ChartMogul. Add a Target widget to track progress toward your goals alongside your other dashboard reports.

  • To add one, open any dashboard, click the ⚙️ icon next to the dashboard title, and select Add a report to this dashboard → Target.
  • These will gradually replace the previous Targets feature in the left-hand sidebar as we move toward a dashboard-first approach to targets.

• We’ve added six new reports to ChartMogul:

  • Recurring Revenue Growth Rate
  • Paid Subscriber Growth Rate
  • Paid Subscriber Retention Rate
  • Average Customer Lifespan
  • Subscription Movements*
  • Paid Subscription Growth Rate*

  <aside> ⚠️

  *Only available to accounts migrated to the new analytics backend. If you see the All Subscribers chart in your account, you’re already on the new system.

  </aside>

• Destinations now support manual pushes. You can send data to a destination at any time using Send data now instead of being limited to once per day.

• ChartMogul now supports Chargebee unbilled charges. When enabled (within the Chargebee source settings) charges added to a subscription but not yet invoiced will be reflected in ChartMogul immediately, rather than only after the next invoice is generated.

  • This ensures subscription changes appear sooner, keeping Chargebee customers’ subscription metrics more complete and up to date.

February 2026 🧊

• On the Net Cash Flow and Gross Cash Flow charts, you can now drill down into the Gross Subscription Cash Flow row to see a breakdown between:
  • Initial subscription payments: The first-ever subscription payment from a customer (excluding reactivations, upgrades, etc.).
  • Follow-up subscription payments: Any subsequent subscription payments after the customer’s initial payment.
  • This makes it easier to distinguish between revenue from new subscriptions and revenue from existing customers.
• You can now add a My Tasks widget to dashboards. The widget displays six of your open tasks, ordered by due date, so the tasks that need your attention soonest appear at the top.
  • To add it, open any dashboard, click the gear icon next to the dashboard title, and select Add a report to this dashboard → My Tasks.
• You can now batch select and delete tasks. Click “Select” in the top-right corner of the Tasks section to choose multiple tasks at once and remove them in a single action.
• The Transactions table on the Revenue tab of customer profiles has been replaced with a new Invoices table. You can now add, edit, and view complete invoices in a modal that mirrors the layout of a typical invoice, with associated payments and refunds displayed directly below.
  • Previously, invoices, line items, and transactions were managed separately at the source level across multiple tabs. This made reviewing or creating invoices cumbersome.
  • Invoices can now be viewed and managed in one place, making it easier to understand the full billing context for each customer.
• You can now include placeholders (with fallbacks) in email template subject lines.
• Stripe credit notes are now supported in ChartMogul. Credit notes issued in Stripe are imported and applied to their associated invoices.
  • Cash flow reports are now more accurate. Previously, credited amounts were not reflected, which could overstate cash flow.
  • You can choose how Stripe credit notes are mapped in Stripe data source settings:
    • Enabled: Credit notes are treated as recurring line items (impacting MRR and subscription reports).
    • Disabled (default): Credit notes are treated as non-recurring and do not impact MRR.
  • The setting is disabled by default for all Stripe sources (new and existing) to avoid unexpected retroactive changes to historical MRR. Enabling it may adjust past MRR.
  • Cash flow is reduced by credit notes regardless of the setting. Changing the setting only affects how credit notes impact MRR and subscription reporting.