ChartMogul icon

ChartMogul

· #427 most-used

SaaS metrics and subscription analytics, automated

SalesDatabaseAnalyticsFinanceAccounting

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.

Average time saved
10 hours
per person · per month
≈ 1 workdays back

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.

Schedule

What your ChartMogul agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
TueThu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

ChartMogul × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
4Apps spanned
~27 hrsSaved / week
5Personas served
For customer success
Featured3 apps

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.

~5 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When ChartMogul records a churn MRR movement event
Result
Post churn alert with MRR lost, plan, and tenure to #cs-alertsCreate win-back task for the account owner with 48-hour due date
The win
Saved per run
35 min
Runs / week
~8×
CS team has churn context before the hour is out, not the next morning
Driven byCustomer Support Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    32 min / week
    Manual 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 Agent
    0 min
    Agent pulls renewal briefs and upsell lists automatically

    Every 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.

  • Marketing
    45 min / week
    Manual 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 Agent
    0 min
    Agent posts churn-by-channel cohort digest automatically

    Every 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 Support
    40 min / week
    Manual 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 Agent
    0 min
    Agent delivers churn context within about a minute of the event

    When 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 Resources
    10 min / week
    Quarterly 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 Agent
    0 min
    Agent maps revenue milestones to hiring triggers automatically

    The 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.

  • Finance
    60 min / week
    Manual 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 Agent
    0 min
    Agent publishes SaaS metrics dashboard every Friday automatically

    Six 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.

  • Operations
    45 min / week
    Manual 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 Agent
    0 min
    Agent reconciles customer data weekly without manual exports

    Every 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.

  • Legal
    20 min / week
    Manual 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 Agent
    0 min
    Agent runs subscription compliance sweep every week

    The 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.

+ 100s of other ChartMogul automations
Average time saved
25 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
13
Hours saved / year
625
Annual ROI
$46,875

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.

Connect

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.

1
Create an API Key in ChartMogul

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.

2
Copy and secure the key

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.

3
Paste into Actionist and test

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.

Credentials you'll need
API Key*
ChartMogul → Admin → API Keys → Add API Key
Actions

14 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

5 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about ChartMogul + Actionist

How does Actionist connect to ChartMogul?
Go to the Apps tab, find ChartMogul, and click Connect. ChartMogul authenticates via API key — go to ChartMogul → Admin → API Keys, generate a new key with the appropriate scope (read-only for metrics; read+write for importing data), and paste it into the API key field in Actionist. The agent runs a test call to confirm the connection is live before any actions run.
What permissions does the agent need on my ChartMogul account?
For read-only operations — retrieving MRR, ARR, churn, LTV, ARPA, customer counts, and activity metrics — you need an API key with read scope. For write operations — importing customers, plans, invoices, and subscription events — you need a key with write scope. ChartMogul API keys are generated per-account, and you can create multiple keys with different scopes for principle-of-least-privilege setups. Actionist stores the key encrypted and uses it only for the specific actions you configure.
Can I connect ChartMogul to other apps in the same workflow?
Yes — ChartMogul is most powerful as a metrics source that feeds decisions across your stack. Common combinations: pull MRR movements from ChartMogul and push weekly digest summaries to Slack; detect churn events and create follow-up tasks in HubSpot; import invoices from Stripe or custom billing into ChartMogul via the Import API; write MRR snapshots to Google Sheets for board reporting; alert on expansion or contraction events via Telegram. Any of Actionist's 200+ connected apps can send or receive data alongside ChartMogul in the same agent task.
What are the most common things agents do with ChartMogul?
The four patterns most common with subscription businesses: (1) weekly MRR snapshots — pulling MRR, new business, churn, and expansion into a Google Sheets dashboard every Monday; (2) churn alerting — watching for MRR movement events and notifying the CS team in Slack when a customer contracts or churns; (3) cohort reporting — pulling customer activity data by acquisition source or plan for the monthly board report; (4) data import automation — sending new customers, invoices, and plans from a custom billing system into ChartMogul so the metrics are always current without manual CSV imports.
How do ChartMogul webhooks work with Actionist triggers?
ChartMogul's webhook system fires an `mrr_movement` event whenever a customer-level MRR change is recorded. The `movement_type` classifies it as `new_biz`, `churn`, `expansion`, `contraction`, or `reactivation`. Actionist listens for these events and can trigger downstream agent tasks within about a minute of the movement being recorded. Note: webhooks may not fire in real time for scheduled future events or when ChartMogul reimports historical data — the trigger reflects when ChartMogul records the event, not when the billing system processes it.
What is a ChartMogul data source and how does it affect imports?
ChartMogul uses a concept called Data Sources to organise where your subscription data comes from. Each source gets a UUID, and all customers, plans, invoices, and subscription events are imported under that source. When using Actionist's Import Customer and Import Invoice actions, the agent includes the data source UUID so ChartMogul can attribute the data correctly. You create the data source once (via the Create Data Source action or the ChartMogul UI), then reference it in all subsequent import calls. If you import from multiple billing systems, you create one source per system.
Can I enrich ChartMogul customer records with custom attributes from other tools?
Yes. ChartMogul's custom attributes endpoint lets you add arbitrary key-value data to any customer record — product usage signals, marketing campaign tags, NPS scores, sales stage labels, or anything else your stack produces. Actionist agents can call Add Custom Attributes to Customer whenever a relevant event occurs in another app (a new NPS response, a CRM stage change, a product usage spike), enriching ChartMogul records for more precise segmentation and cohort analysis without any manual data entry.
Does Actionist support ChartMogul's contact and multi-contact per customer features?
ChartMogul stores multiple contacts per customer (useful when a SaaS account has multiple stakeholders). The API lets you list contacts for a customer and add new ones. Actionist agents can sync contacts into ChartMogul when a deal is updated in HubSpot, when a new user is provisioned in your product, or when a CS handover happens — keeping ChartMogul's contact records aligned with your CRM without a nightly batch job.