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Many smaller improvements are released daily and are not listed here.
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April 2026 🗿
Cool new features on the way 🏗️
March 2026 🐇
- You can now customize the columns in any drilldown view by selecting from both default and custom customer fields.
- This makes it easier to include additional context when exploring data, such as adding a churn_reason column when analyzing churn, or website and industry when reviewing new business.
- To use this feature click the Ⅲ icon in the top-right corner of any drilldown tables.
- You can now add MRR, ARR, and Subscriber targets directly to dashboards in ChartMogul. Add a Target widget to track progress toward your goals alongside your other dashboard reports.
- To add one, open any dashboard, click the ⚙️ icon next to the dashboard title, and select Add a report to this dashboard → Target.
- These will gradually replace the previous Targets feature in the left-hand sidebar as we move toward a dashboard-first approach to targets.
- We’ve added six new reports to ChartMogul:
- Destinations now support manual pushes. You can send data to a destination at any time using Send data now instead of being limited to once per day.
- ChartMogul now supports Chargebee unbilled charges. When enabled (within the Chargebee source settings) charges added to a subscription but not yet invoiced will be reflected in ChartMogul immediately, rather than only after the next invoice is generated.
- This ensures subscription changes appear sooner, keeping Chargebee customers’ subscription metrics more complete and up to date.
February 2026 🧊
- On the Net Cash Flow and Gross Cash Flow charts, you can now drill down into the Gross Subscription Cash Flow row to see a breakdown between:
- Initial subscription payments: The first-ever subscription payment from a customer (excluding reactivations, upgrades, etc.).
- Follow-up subscription payments: Any subsequent subscription payments after the customer’s initial payment.
- This makes it easier to distinguish between revenue from new subscriptions and revenue from existing customers.
- You can now add a My Tasks widget to dashboards. The widget displays six of your open tasks, ordered by due date, so the tasks that need your attention soonest appear at the top.
- To add it, open any dashboard, click the gear icon next to the dashboard title, and select Add a report to this dashboard → My Tasks.
- You can now batch select and delete tasks. Click “Select” in the top-right corner of the Tasks section to choose multiple tasks at once and remove them in a single action.
- The Transactions table on the Revenue tab of customer profiles has been replaced with a new Invoices table. You can now add, edit, and view complete invoices in a modal that mirrors the layout of a typical invoice, with associated payments and refunds displayed directly below.
- Previously, invoices, line items, and transactions were managed separately at the source level across multiple tabs. This made reviewing or creating invoices cumbersome.
- Invoices can now be viewed and managed in one place, making it easier to understand the full billing context for each customer.
- You can now include placeholders (with fallbacks) in email template subject lines.
- Stripe credit notes are now supported in ChartMogul. Credit notes issued in Stripe are imported and applied to their associated invoices.
- Cash flow reports are now more accurate. Previously, credited amounts were not reflected, which could overstate cash flow.
- You can choose how Stripe credit notes are mapped in Stripe data source settings:
- Enabled: Credit notes are treated as recurring line items (impacting MRR and subscription reports).
- Disabled (default): Credit notes are treated as non-recurring and do not impact MRR.
- The setting is disabled by default for all Stripe sources (new and existing) to avoid unexpected retroactive changes to historical MRR. Enabling it may adjust past MRR.
- Cash flow is reduced by credit notes regardless of the setting. Changing the setting only affects how credit notes impact MRR and subscription reporting.
- You can now import billing data from HubSpot Subscriptions into ChartMogul to generate SaaS Metrics. The integration is maintained by SaaSync and you can get started adding a HubSpot Subscriptions source from within Data & Settings > Sources > Add Source
- Data tables just got an upgrade when comparing multiple segments
- You can now choose which metric to compare in the data table (no longer limited to the chart’s topline metric).
- You can also enable a detailed breakdown view to display the full data tables for each segment.
- Exports have been improved: what you see in the data tables is exactly what gets exported. When detailed breakdown is enabled, each segments data table is included in a single CSV export.
- ChartMogul + Crono integration: You can now sync qualified outbound prospects from Crono straight into ChartMogul, so your outbound pipeline stays connected to your subscription data. More info here.
- Account owner will now be shown in MRR email notifications.