ChartMogul
· #427 most-usedSaaS metrics and subscription analytics, automated
ChartMogul is the subscription analytics and revenue intelligence platform built for SaaS businesses. It unifies MRR, ARR, churn rate, LTV, ARPA, and NRR into a single real-time metrics view, tracks every subscription movement from new business to reactivation, and lets you segment customers by any attribute for cohort analysis and forecasting. Connect it to Actionist and your agents can pull live SaaS metrics into board dashboards and Slack digests on any schedule, fire churn and expansion alerts the moment a movement is recorded, import customers and invoices from any billing system automatically, and enrich customer records with signals from your entire tool stack — all without anyone logging into the ChartMogul UI.
Eliminates manual work. Agents eliminate manual ChartMogul dashboard visits for metrics pulling, weekly report compilation, churn investigation, customer import data entry, and cohort analysis queries across finance, sales, and CS teams.
What your ChartMogul agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
ChartMogul × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Churn alert with full context delivered within about a minute
When ChartMogul records a churn movement, the agent retrieves the customer record and their full activity history, posts a structured churn alert to the #cs-alerts Slack channel with the MRR lost, plan type, and subscription length, and creates a win-back task in HubSpot — all within about a minute of the event being recorded.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales32 min / weekManual renewal and upsell identification
Sales reps manually review ChartMogul dashboards to find renewal candidates, pull account details one by one, and copy data into CRM records — consuming 30+ minutes per pipeline review.
Sales Agent0 minAgent pulls renewal briefs and upsell lists automaticallyEvery week the agent identifies annual renewal candidates, retrieves full account briefs with plan and activity history, and writes the list to the pipeline sheet — giving reps an action list before the Monday meeting.
- Marketing45 min / weekManual cohort retention analysis
The marketing team manually runs ChartMogul segment queries for each acquisition channel, exports results, compiles them into a spreadsheet, and formats a presentation for the growth meeting every week.
Marketing Agent0 minAgent posts churn-by-channel cohort digest automaticallyEvery Tuesday the agent retrieves churn rate split by acquisition source and posts the per-channel retention digest to Slack — giving the growth team channel-level data before the weekly meeting without any manual query.
- Customer Support40 min / weekManual churn monitoring and investigation
CS managers check ChartMogul manually each morning for new churn events, then individually look up each churned customer's history and plan details before assigning the win-back task — often a day after the event.
Customer Support Agent0 minAgent delivers churn context within about a minute of the eventWhen a churn movement fires, the agent retrieves the customer record and activity history and posts a structured alert to #cs-alerts — giving the CS team full context before the hour is out.
- Human Resources10 min / weekQuarterly headcount-to-revenue reconciliation
HR manually pulls the latest ARR from ChartMogul at each quarterly planning cycle, overlays it on the headcount model spreadsheet, and calculates whether a hiring threshold has been reached — often months after the milestone.
Human Resources Agent0 minAgent maps revenue milestones to hiring triggers automaticallyThe agent checks ARR weekly against the headcount model and creates a requisition task the moment a hiring threshold is crossed — so headcount planning responds to revenue in days, not months.
- Finance60 min / weekManual weekly board metrics compilation
The finance team manually logs into ChartMogul, pulls each metric individually, pastes figures into the board Google Sheet, calculates deltas by hand, and formats the dashboard every Friday afternoon.
Finance Agent0 minAgent publishes SaaS metrics dashboard every Friday automaticallySix core SaaS metrics are retrieved from ChartMogul, deltas are calculated, and the board dashboard is updated every Friday before 9 AM — no human touch required between the Monday board meeting and the prior Friday's update.
- Operations45 min / weekManual ChartMogul data reconciliation
Ops exports the customer list from ChartMogul and the billing system weekly, compares them in a spreadsheet, and manually imports any missing customers — a 45-minute reconciliation exercise every Monday morning.
Operations Agent0 minAgent reconciles customer data weekly without manual exportsEvery Monday the agent compares ChartMogul's customer roster against the billing system list and flags any gaps — keeping metrics clean without the ops team running a manual reconciliation each week.
- Legal20 min / weekManual subscription compliance audit
The legal team manually exports ChartMogul's customer list, filters for regulated-jurisdiction billing addresses, and checks each account against the DPA register — a quarterly exercise that misses new customers signed in the interim.
Legal Agent0 minAgent runs subscription compliance sweep every weekThe agent retrieves customers in regulated jurisdictions weekly, cross-references them against the compliance register, and flags missing DPAs before the weekly legal review — no manual ChartMogul audit required.
Calculate what your team saves
Based on ChartMogul's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug ChartMogul into Actionist
Pick the connection method that suits your environment.
Connect ChartMogul to Actionist using an API key generated in ChartMogul's admin panel. Choose read-only scope for metrics reporting or read+write scope to also import customers, plans, and invoices.
Log in to ChartMogul and go to Admin → API Keys. Click Add API Key, give it a name (e.g. 'Actionist'), and choose the scope: read-only for metrics reporting, or read+write if you also want to import customers and invoices.
Copy the API key immediately after creation — ChartMogul only shows it once. Treat it like a password and store it in a secrets manager rather than in plain text.
Paste the API key into the API Key field in Actionist and click Test connection. Actionist runs a read-only metrics call to confirm the handshake before any agent tasks run.
14 actions your agent can call
Read and write operations available to your Actionist agent.
5 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.