ChartMogul Reviews

Pros
1) I'm in Chartmogul on a daily basis. It's really simple to view metrics like new MRR, churn, and expansion for the week. 2) The flexibility to edit, merge, and connect subscriptions is a huge part of why we chose Chartmogul. As much as we'd like for every deal/subscription to fit the standard mold, a lot of our customers have unique plans with us and the ability to help the system interpret what's going on with the subscription is great. 3) We've changed billing systems in the past and been able to transition Chartmogul to work with both tools. The flexibility to work with both systems helped us keep all the billing history in tact which was a huge win for us. 4) I came to Chartmogul for the basics (new mrr, expansion, churn, etc.) But I love the ability to track trial conversions, cohort analysis, LTV, and cash flow.

Cons
I'd love to get a daily digest email with all the revenue movement for the day. Right now you can get email alerts for updates to individual plans, but there isn't an option to schedule a single email with all the changes for the day. It's not a huge deal because I'm in Chartmogul most days, but it would be a great addition that would help us keep our team up to date. Lastly, I'd love the ability to add users and assign them to specific segments. I'd like to give our CSMs access to their accounts only (so they can see rev movement and overall performance of their accounts).

Rating breakdown

Likelihood to recommend: 9/10

Pros
For the money this product is awesome. We use it exclusively for SaaS metrics and revenue recognition. The great part is this software can do so much more. I would say we use about 20% of the features and that goes a long way!

Cons
Nothing. For the money this software is a fantastic analytics software with excellent features. The customer support is also top notch.

Rating breakdown

Likelihood to recommend: 9/10

Pros
ChartMogul helps us keep track of our most important business metrics at a glance and accurately. We particularly enjoy the measure of our customer's LTV as well as all the tools related to analyzing churn rate. Segments are also a huge plus. They're very easy to set up, reuse and modify. This remains true if you're managing metrics on your own or sharing the task with other teammates like we do. The cohort view is simply one of the best I've ever used. I especially like the ability to drill down on each time period to see what key activity/subscribe/unsubscribe impacted our business in this particular period. The trial to paid conversion tool is also a big time-saver for us and helps us fine-tune our trial process and the webinars we give to our prospective customers.

Cons
Frankly, there's not many things we feel are missing or impractical with ChartMogul. Even the most basic aspects such as easy-to-understand tooltips for employees not familiar with all KPIs and metrics are a home run.

Rating breakdown

Likelihood to recommend: 10/10

Pros
All the reports are pre-built, with enough customization options to dig into your data. There are also reports present which we probably wouldn't have built if they weren't built in, and they have helped us tremendously.

Cons
We've had some inconsistencies around the MRR which was hard to resolve, since we are synching from multiple sources. Also, numbers would sometimes change retroactively and it was really hard to figure out why. So currently we don't count on the reports to a degree that we base our actual cash flow on it, but the reports are still accurate enough to visualize and analyze trends and segments.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Having tried various competitors, ChartMogul is the only software that correctly displays our monthly recurring revenue (I think some of the competitors have problems with some customers using coupon codes). However, that's just the tip of the iceberg - they somehow manage to display the information you need to see in a gorgeous user interface, but also allow you to dive to an incredible amount of depth, all in an easy-to-use interface. The customer support is speedy yet patient - they're currently helping us migrate our account to new owners.

Cons
I have nothing bad to say about ChartMogul, in fact I'm struggling to think of anything at all for the purpose of this review. I suppose if I'm really nit-picking it would be really nice if they offered an open-metrics dashboard like Baremetrics do (baremetrics.com/open).

Rating breakdown

Likelihood to recommend: 10/10

Pros
If you use one of ChartMogul's native billing data-sources (including Stripe and numerous others), import is an absolute breeze; in our case, we let ChartMogul chew through our data for a while and suddenly we had a dashboard packed with a bunch of insights into our customer billing data that we hadn't ever seen before, except through manual computation on our end. ChartMogul is profoundly easy to use, and with very little effort surfaces a ton of valuable information.

Cons
It's still a bit of a production to make sure your data is massaged right if it's not quite formatted the way ChartMogul expects. Many of the analytics naturally depend on whether or not ChartMogul can properly understand your customer data, so that's an important one to get right. That said, they're making lots of strides on the product and I'd expect that this will get sorted out quickly.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Almost everything - all the stats, ease of use, filtering, segmentation, the fact that I can have everyone in the team informed about new customers.

Cons
Having more data integrations would be useful to correlate MRR with sources, workload and other metrics.

Rating breakdown

Likelihood to recommend: 9/10

Pros
It gives you an idea of what your general trends are and the graphs are pretty.

Cons
It's based on flawed reasoning. They have data from their own client's data sources but it is not used properly.

Rating breakdown

Likelihood to recommend: 1/10

Pros
It's so visual and user-friendly. Once you get used to all the comands and possibilities inside the options, it's a freedom sensation working with your customer revenue movements data.

Cons
I miss exporting my dashboards and results (that I seeing on the screen) mainly because I'm not an admin user. Would be awesome having the hability to agrupate the revenue movements into one.

Rating breakdown

Likelihood to recommend: 10/10

Pros
The ability to pass custom attributes and splice/segment every section of the platform is worth gold. Provides us the ability to see MRR or churn based on UTM tracking params, alexa rankings and how far the user got through our software.

Cons
It's gold, I'm stretching here (more of a feature request) but: Lack of ability to show automatic pie charts for segments. I.E. I want to see that 25% of MRR came from Adwords that was in a custom attribute category ie. Acquisition.

Rating breakdown

Pros
Automates the creation of gorgeous "quick-glance" charts. Essential to our executive team to keep tabs on regular business operations Tracks a range of metrics -- from user based to financial tracking

Cons
The primary complaint from our team is that it does not offer a 100% integration with Stripe. While it tracks our core sales, it does not track our fees that we collect, which is a substantial portion of our business.

Rating breakdown

Likelihood to recommend: 8/10

Pros
The fast overview about MRR, Churn and the list of customers who signed or churned per month with one click. The most important metrics are given. To set a filters with tags to have a quick few about our renewals or possible churn per month.

Cons
The ChartMogul-Google-Add-on doesn't work well. I had to put in more than 100 customers manually. An interface to Quaderno (like Stripe) is not available. No future subscription inputs about new MRR or churn possible. No interfaces to bank accounts to measure the cashflow most effectively.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Great overview of all important SaaS key metrics (MRR, churn rate, CLV etc) with geographical breakdown. We use Braintree and it takes just 30 minutes to integrate this with no development skills needed. Works like a charm!

Cons
Only non-critical stuff as: Not able to import signups in bulk. Integration with Braintree doesn't support VAT handling (it's partly fault of Braintree API, which has poor support for VAT handling, nonetheless it's not possible to strip VAT from financial data coming from Braintree) As I am from Czechia, it could be a bit cheaper in my opinion :) Still worth the money though.

Rating breakdown

Likelihood to recommend: 10/10

Pros
It allows you to get the data you otherwise won't be able to gather. We were able to determine MRR of our segments and prioritize where to hit to maximize our team effort.

Cons
It's challenging and lacking introductory tutorial - maye take a while until you get used to it, and even then you can't be 100% sure that you are getting everything out of it.

Rating breakdown

Likelihood to recommend: 8/10

Pros
The support team is amazing, always available to help. Clean user interface

Cons
Not simple to integrate with other API’s. The process of insert a transaction is made through an add-on on google sheet, and it takes much time. When you fail entering a transaction, you have to delete the customer and enter all transactions history(annoying). Recently they increase dramatically their pricing, now is based in your company’s MRR, which means that is an expensive tool if you are increasing your sales.

Rating breakdown

Likelihood to recommend: 6/10

Pros
ChartMogul is incredibly easy to set up and use. Bringing in our historic data from Stripe / Chargebee was a breeze. I would strongly recommend it to all subscription businesses.

Cons
There is nothing I dislike about ChartMogul. Also, there is no feature I feel I need that it does not have. They offer a free trial and you can bring in all your data easily during this period. Thus, you get a thorough understanding of if it is right for you in just a few minutes. Try it out!

Rating breakdown

Likelihood to recommend: 10/10

Pros
It gives me almost all the information I need to get an overview of our business standings. Easy to integrate and use.

Cons
Missing forecasting features. Adding costs would be helpful as well. A nice to have would be to make it possible to share stats publicly.

Rating breakdown

Likelihood to recommend: 9/10

Pros
I check the team’s performance everyday on chartmogul and it’s very important tool for us on a daily basis. The one time the webapp wasn’t loading, the customer support team was very responsive and really helpful. They understood the importance of what we needed and were able to solve it in a fast and efficient way

Cons
At the beginning, it was a little hard to get used to it

Rating breakdown

Likelihood to recommend: 9/10

Pros
Ability to aggregate data from multiple systems into single view.

Cons
Limited data sources included out of the box.

Rating breakdown

Likelihood to recommend: 9/10

Pros
- good tool to use with Braintree, - a lot of additional data, - easy to check MRR, - a lot of charts

Cons
If you are using different tools like (for example Geckoboard) you may find different ways of calculating MRR and other metrics

Rating breakdown

Likelihood to recommend: 9/10

Pros
Once I got to know and understand the product it became my tool of choice for keeping track of the KPIs. I'm also satisfied with the customer support- even though my issues were not really resolved, they were addressed super quickly.

Cons
It's not intuitive at the beginning, even though it's pretty simple in terms of features. It is pretty pricey too.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Extremely easy to connect with Stripe, providing a lot of extra context and info about the business.

Cons
So far I have found nothing negative, it's just a great tool.

Rating breakdown

Likelihood to recommend: 10/10

Pros
This is a great tool to us for your business especially if your product is sold on a subscription business. It is so easy to track things like MRR, ARR, and churn. The tool is flexible so you can track over different time periods, your different product packages etc.

Cons
Sometimes you will find an inconsistency in numbers for your reports. This is an issue with really any tracking tool, but just make sure to keep alert is anything looks dramatically different than a previous week.

Rating breakdown

Likelihood to recommend: 9/10

Pros
It totally fits on Subscription business. It gives you great amount of know-how for subscription analytics which is more complicated than any other customer analytics.

Cons
More integration would be very nice for this tool. It only has some connections with basic tools. By more connections, this tool would be priceless.

Rating breakdown

Likelihood to recommend: 8/10

Rating breakdown