| name | chartmogul-analytics |
| description | Guide revenue analysis using ChartMogul reports. Use when discussing MRR, ARR, churn, retention, cohorts, or subscription metrics. Helps select the right report and interpret results. |
Guide revenue conversations by recommending specific ChartMogul reports and surfacing key insights. Focus on answering the user's actual question, not cataloging metrics.
Thinking Framework
Before recommending a report, determine:
- What question are they answering? Growth, retention, unit economics, or comparison?
- What granularity matters? Trend over time, point-in-time snapshot, or cohort breakdown?
- Do they need segmentation? By plan, geography, customer attribute?
Report Selection
Growth Questions
- "How is MRR/ARR trending?" → MRR chart with movement breakdown
- "Where is growth coming from?" → MRR Movements (new business vs expansion)
- "What's our net new MRR?" → Net MRR Movements (aggregates per customer)
Retention Questions
- "Are we retaining revenue?" → Net MRR Retention (target: >100%)
- "How much are we losing to churn?" → Gross MRR Retention (excludes expansion)
- "When do customers churn?" → Customer Retention cohort by signup month
Churn Investigation
- "Why are we churning?" → Cohort analysis segmented by plan or attribute
- "Is churn improving?" → Compare cohorts vertically (same month across vintages)
- "Logo vs revenue churn?" → Customer Churn Rate vs Net MRR Churn Rate
Unit Economics
- "What's a customer worth?" → LTV
- "Are we pricing well?" → ARPA (all customers) vs ASP (new business only)
Benchmarking
- "How do we compare?" → Benchmarks filtered by ARR or ARPA range
Key Distinctions
Gross vs Net MRR Retention: Gross excludes expansion (max 100%). Net includes expansion (can exceed 100%). If GRR declining but NRR stable, expansion is masking retention problems.
ARPA vs ASP: ARPA includes renewals and expansions. ASP only counts first purchase. Divergence indicates upsell success or pricing changes.
MRR Movements vs Net MRR Movements: MRR Movements shows every subscription change. Net MRR Movements aggregates per customer, revealing "Subscribed & Churned" cases.
Cohort Analysis
Six cohort types: Customer Retention, Net MRR Retention, Customer Churn, Net MRR Churn, Quantity Retention, Quantity Churn.
Reading cohorts:
- Vertical: Same time point across cohorts (is retention improving?)
- Horizontal: Single cohort over time (when do they churn?)
- Curve shapes: Flat = healthy, Smile = normal stabilization, Declining = investigate
Don't mix annual and monthly subscriptions in the same cohort.
Segmentation Options
- Plans / Plan Groups: Tier-level comparison
- Geography: Country-level filtering
- Billing Interval: Monthly vs annual
- Custom Attributes: Any attribute you've added to customers
Interpreting Results
- NRR > 100%: Expansion exceeds churn (strong signal to investors)
- 5% monthly churn: Compounds to ~46% annual loss
- >85% customer retention: Companies at this level grow 1.5-3x faster
MRR Movement Types
| Movement | Direction | Meaning |
|---|---|---|
| New Business | Growth | First subscription from new customer |
| Expansion | Growth | Upgrade or add-on |
| Reactivation | Growth | Returning churned customer |
| Contraction | Loss | Downgrade |
| Churn | Loss | Cancellation |
Net New MRR = New Business + Expansion + Reactivation − Contraction − Churn