{"id":13145,"date":"2019-09-13T12:57:06","date_gmt":"2019-09-13T10:57:06","guid":{"rendered":"https:\/\/chartmogul.com\/blog\/?p=13145"},"modified":"2023-08-11T11:14:19","modified_gmt":"2023-08-11T09:14:19","slug":"smart-grouping","status":"publish","type":"post","link":"https:\/\/chartmogul.com\/blog\/smart-grouping\/","title":{"rendered":"New Feature: Improved Accuracy of MRR Movements Thanks to Smart Activity Classification"},"content":{"rendered":"

We\u2019re excited to announce the release of Smart Activity Classification<\/a>!<\/p>\n

Smart Activity Classification is a seemingly small, but significant feature that allows you to get more meaningful (and arguably more accurate) MRR movements in ChartMogul.<\/p>\n

Smart Activity Classification allows you to choose how subscription events that happen at the same time (or close together) are classified. For example, with Smart Activity Classification turned ON a new subscription purchase followed by an upgrade shortly afterwards can be treated as part of the same \u201cnewbiz event\u201d rather than a newbiz movement followed by an MRR expansion movement.<\/p>\n

This also means if you create a multi-plan\/multi-component subscription (in a system like Stripe or Recurly that supports such compound subscriptions) ChartMogul will classify these as a single newbiz event (with multiple components) or a single churn event (instead of a contraction movement followed instantly by a churn event).<\/p>\n

\"Multiple\u200b\u200b<\/p>\n

How will Smart Activity Classification impact my charts?<\/h2>\n

Smart Activity Classification affects the MRR movements chart and the breakdown of MRR movements in the data tables. When enabled, the number of MRR movements contributing to New business MRR, Churn MRR and Reactivation MRR is likely to increase, whereas the movements contributing to Expansion and Contraction MRR will decrease by the same amount.<\/p>\n

Ready to take it for a spin?<\/h2>\n

Smart Activity Classification can be turned on under Admin > Data Settings > Subscription analytics<\/a> > Smart Activity Classification.<\/p>\n

\"Smart<\/a><\/p>\n

By default, the time window is set to 60 minutes (so a NewBiz event followed by an upgrade 55 minutes later will be counted as part of the same NewBiz event), but you can change this to suit your company\u2019s needs. Find out more in our Help Center.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

The new feature allows you to control how simultaneous movements are recorded, thus leading to a more accurate summary of MRR movements<\/p>\n","protected":false},"author":33,"featured_media":13146,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[30,195,174],"class_list":["post-13145","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates","tag-feature","tag-recurly","tag-stripe"],"yoast_head":"\nImproved Accuracy of MRR Movements Thanks to Smart Activity Classification<\/title>\n<meta name=\"description\" content=\"The new feature allows you to control how simultaneous movements are recorded, thus leading to a more accurate summary of MRR movements\" \/>\n<meta name=\"robots\" content=\"index, follow\" \/>\n<link rel=\"canonical\" href=\"https:\/\/chartmogul.com\/blog\/smart-grouping\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Improved Accuracy of MRR Movements Thanks to Smart Activity Classification\" \/>\n<meta property=\"og:description\" content=\"The new feature allows you to control how simultaneous movements are recorded, thus leading to a more accurate summary of MRR movements\" \/>\n<meta property=\"og:url\" content=\"https:\/\/chartmogul.com\/blog\/smart-grouping\/\" \/>\n<meta property=\"og:site_name\" content=\"ChartMogul\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/chartmogul\" \/>\n<meta property=\"article:published_time\" content=\"2019-09-13T10:57:06+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-11T09:14:19+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/09\/blog_smart_groups.png\" \/>\n\t<meta property=\"og:image:width\" content=\"3000\" \/>\n\t<meta property=\"og:image:height\" content=\"1250\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sebastian Sandoval Simil\u00e4\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@chartmogul\" \/>\n<meta name=\"twitter:site\" content=\"@chartmogul\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sebastian Sandoval Simil\u00e4\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/chartmogul.com\/blog\/smart-grouping\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/smart-grouping\/\"},\"author\":{\"name\":\"Sebastian Sandoval Simil\u00e4\",\"@id\":\"https:\/\/chartmogul.com\/blog\/#\/schema\/person\/edc0a53d4c7a53b342ceb01cf313a1bd\"},\"headline\":\"New Feature: Improved Accuracy of MRR Movements Thanks to Smart Activity Classification\",\"datePublished\":\"2019-09-13T10:57:06+00:00\",\"dateModified\":\"2023-08-11T09:14:19+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/smart-grouping\/\"},\"wordCount\":293,\"publisher\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/smart-grouping\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/09\/blog_smart_groups.png\",\"keywords\":[\"feature\",\"Recurly\",\"Stripe\"],\"articleSection\":[\"Product Updates\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/chartmogul.com\/blog\/smart-grouping\/\",\"url\":\"https:\/\/chartmogul.com\/blog\/smart-grouping\/\",\"name\":\"Improved Accuracy of MRR Movements Thanks to Smart Activity Classification\",\"isPartOf\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/smart-grouping\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/smart-grouping\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/09\/blog_smart_groups.png\",\"datePublished\":\"2019-09-13T10:57:06+00:00\",\"dateModified\":\"2023-08-11T09:14:19+00:00\",\"description\":\"The new feature allows you to control how simultaneous movements are recorded, thus leading to a more accurate summary of MRR movements\",\"breadcrumb\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/smart-grouping\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/chartmogul.com\/blog\/smart-grouping\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/chartmogul.com\/blog\/smart-grouping\/#primaryimage\",\"url\":\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/09\/blog_smart_groups.png\",\"contentUrl\":\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/09\/blog_smart_groups.png\",\"width\":3000,\"height\":1250,\"caption\":\"New feature: Smart Grouping\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/chartmogul.com\/blog\/smart-grouping\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/chartmogul.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"New Feature: Improved Accuracy of MRR Movements Thanks to Smart Activity Classification\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/chartmogul.com\/blog\/#website\",\"url\":\"https:\/\/chartmogul.com\/blog\/\",\"name\":\"ChartMogul\",\"description\":\"Get all your SaaS & Subscription Metrics with a Single Click! MRR, churn, LTV and much more.\",\"publisher\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/chartmogul.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/chartmogul.com\/blog\/#organization\",\"name\":\"ChartMogul\",\"url\":\"https:\/\/chartmogul.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/chartmogul.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/05\/ChartMogul-Logo.png\",\"contentUrl\":\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/05\/ChartMogul-Logo.png\",\"width\":278,\"height\":52,\"caption\":\"ChartMogul\"},\"image\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/chartmogul\",\"https:\/\/x.com\/chartmogul\",\"https:\/\/www.linkedin.com\/company\/chartmogul\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/chartmogul.com\/blog\/#\/schema\/person\/edc0a53d4c7a53b342ceb01cf313a1bd\",\"name\":\"Sebastian Sandoval Simil\u00e4\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/chartmogul.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2020\/05\/Sebastian-Sandoval.jpeg\",\"contentUrl\":\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2020\/05\/Sebastian-Sandoval.jpeg\",\"caption\":\"Sebastian Sandoval Simil\u00e4\"},\"description\":\"former Product Manager, Analytics\",\"url\":\"https:\/\/chartmogul.com\/blog\/author\/sebastian\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Improved Accuracy of MRR Movements Thanks to Smart Activity Classification","description":"The new feature allows you to control how simultaneous movements are recorded, thus leading to a more accurate summary of MRR movements","robots":{"index":"index","follow":"follow"},"canonical":"https:\/\/chartmogul.com\/blog\/smart-grouping\/","og_locale":"en_US","og_type":"article","og_title":"Improved Accuracy of MRR Movements Thanks to Smart Activity Classification","og_description":"The new feature allows you to control how simultaneous movements are recorded, thus leading to a more accurate summary of MRR movements","og_url":"https:\/\/chartmogul.com\/blog\/smart-grouping\/","og_site_name":"ChartMogul","article_publisher":"https:\/\/www.facebook.com\/chartmogul","article_published_time":"2019-09-13T10:57:06+00:00","article_modified_time":"2023-08-11T09:14:19+00:00","og_image":[{"width":3000,"height":1250,"url":"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/09\/blog_smart_groups.png","type":"image\/png"}],"author":"Sebastian Sandoval Simil\u00e4","twitter_card":"summary_large_image","twitter_creator":"@chartmogul","twitter_site":"@chartmogul","twitter_misc":{"Written by":"Sebastian Sandoval Simil\u00e4","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/chartmogul.com\/blog\/smart-grouping\/#article","isPartOf":{"@id":"https:\/\/chartmogul.com\/blog\/smart-grouping\/"},"author":{"name":"Sebastian Sandoval Simil\u00e4","@id":"https:\/\/chartmogul.com\/blog\/#\/schema\/person\/edc0a53d4c7a53b342ceb01cf313a1bd"},"headline":"New Feature: Improved Accuracy of MRR Movements Thanks to Smart Activity Classification","datePublished":"2019-09-13T10:57:06+00:00","dateModified":"2023-08-11T09:14:19+00:00","mainEntityOfPage":{"@id":"https:\/\/chartmogul.com\/blog\/smart-grouping\/"},"wordCount":293,"publisher":{"@id":"https:\/\/chartmogul.com\/blog\/#organization"},"image":{"@id":"https:\/\/chartmogul.com\/blog\/smart-grouping\/#primaryimage"},"thumbnailUrl":"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/09\/blog_smart_groups.png","keywords":["feature","Recurly","Stripe"],"articleSection":["Product Updates"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/chartmogul.com\/blog\/smart-grouping\/","url":"https:\/\/chartmogul.com\/blog\/smart-grouping\/","name":"Improved Accuracy of MRR Movements Thanks to Smart Activity Classification","isPartOf":{"@id":"https:\/\/chartmogul.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/chartmogul.com\/blog\/smart-grouping\/#primaryimage"},"image":{"@id":"https:\/\/chartmogul.com\/blog\/smart-grouping\/#primaryimage"},"thumbnailUrl":"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/09\/blog_smart_groups.png","datePublished":"2019-09-13T10:57:06+00:00","dateModified":"2023-08-11T09:14:19+00:00","description":"The new feature allows you to control how simultaneous movements are recorded, thus leading to a more accurate summary of MRR movements","breadcrumb":{"@id":"https:\/\/chartmogul.com\/blog\/smart-grouping\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/chartmogul.com\/blog\/smart-grouping\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/chartmogul.com\/blog\/smart-grouping\/#primaryimage","url":"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/09\/blog_smart_groups.png","contentUrl":"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/09\/blog_smart_groups.png","width":3000,"height":1250,"caption":"New feature: Smart Grouping"},{"@type":"BreadcrumbList","@id":"https:\/\/chartmogul.com\/blog\/smart-grouping\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/chartmogul.com\/blog\/"},{"@type":"ListItem","position":2,"name":"New Feature: Improved Accuracy of MRR Movements Thanks to Smart Activity Classification"}]},{"@type":"WebSite","@id":"https:\/\/chartmogul.com\/blog\/#website","url":"https:\/\/chartmogul.com\/blog\/","name":"ChartMogul","description":"Get all your SaaS & Subscription Metrics with a Single Click! MRR, churn, LTV and much more.","publisher":{"@id":"https:\/\/chartmogul.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/chartmogul.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/chartmogul.com\/blog\/#organization","name":"ChartMogul","url":"https:\/\/chartmogul.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/chartmogul.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/05\/ChartMogul-Logo.png","contentUrl":"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2019\/05\/ChartMogul-Logo.png","width":278,"height":52,"caption":"ChartMogul"},"image":{"@id":"https:\/\/chartmogul.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/chartmogul","https:\/\/x.com\/chartmogul","https:\/\/www.linkedin.com\/company\/chartmogul\/"]},{"@type":"Person","@id":"https:\/\/chartmogul.com\/blog\/#\/schema\/person\/edc0a53d4c7a53b342ceb01cf313a1bd","name":"Sebastian Sandoval Simil\u00e4","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/chartmogul.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2020\/05\/Sebastian-Sandoval.jpeg","contentUrl":"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2020\/05\/Sebastian-Sandoval.jpeg","caption":"Sebastian Sandoval Simil\u00e4"},"description":"former Product Manager, Analytics","url":"https:\/\/chartmogul.com\/blog\/author\/sebastian\/"}]}},"_links":{"self":[{"href":"https:\/\/chartmogul.com\/blog\/wp-json\/wp\/v2\/posts\/13145","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/chartmogul.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/chartmogul.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/chartmogul.com\/blog\/wp-json\/wp\/v2\/users\/33"}],"replies":[{"embeddable":true,"href":"https:\/\/chartmogul.com\/blog\/wp-json\/wp\/v2\/comments?post=13145"}],"version-history":[{"count":0,"href":"https:\/\/chartmogul.com\/blog\/wp-json\/wp\/v2\/posts\/13145\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/chartmogul.com\/blog\/wp-json\/wp\/v2\/media\/13146"}],"wp:attachment":[{"href":"https:\/\/chartmogul.com\/blog\/wp-json\/wp\/v2\/media?parent=13145"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/chartmogul.com\/blog\/wp-json\/wp\/v2\/categories?post=13145"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/chartmogul.com\/blog\/wp-json\/wp\/v2\/tags?post=13145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}