Glossary

Every term Chartsy uses, in one sentence each. Where a term deserves more than a sentence, the entry links to the page that gives it.

A

Active customer: A distinct customer with a live, paying subscription. Trials are reported separately.
Allowed domains: The domains registered for a tracked site. A visit from anywhere else is refused rather than counted.
ARPU: Average revenue per user: MRR divided by active customers.
ARR: Annual recurring revenue: MRR multiplied by twelve. A restatement, not a separate measurement.
Attribution: Assigning a customer, and the revenue they generate, to the marketing channel that produced them.

Backfill: The one-time initial read of your full history when a data source is first connected.
Bot traffic: Automated requests identifying as crawlers. Rejected before a visit is recorded, so it never consumes usage.

Campaign: An optional sub-label under a source, splitting one channel into more specific efforts.
Chart: One metric plotted against one dimension. A question with a picture attached.
Churn rate: The share of customers (customer churn) or of revenue (revenue churn) lost in a period.
Churned MRR: Recurring revenue lost from customers who left entirely during the period.
Concentration risk: The condition where an outsized share of net MRR depends on a single channel or customer.
Contraction MRR: Recurring revenue lost from customers who stayed - a downgrade or reduced quantity.

Daily briefing: The summary of today’s MRR, subscribers, churn, renewals and failed payments shown when you open the chatbot.
Dashboard: A saved arrangement of charts that recalculates on its own against fresh data.
Data model: One object type Chartsy copies from a data source - customers, subscriptions, invoices, charges.
Data source: The external account Chartsy reads from: Stripe, Paddle, Paddle Classic, or BigCommerce.
Dimension: The axis a metric is broken down by - time, plan, country, or a metadata field.
Direct: A visit with no identifiable channel. Counted honestly as direct rather than forced into a bucket.

Event: A tracked visit or a tracked signup on one of your sites. A visit is closer to a session than a pageview. The unit your usage is measured in.
Expansion MRR: Additional recurring revenue from existing customers - an upgrade, a seat added.

First touch: The very first source ever recorded for a visitor. Answers what made them aware of you.
Funnel: The Visits → Signups → Paid progression, and the conversion rate between each pair of stages.

GDPR mode: A connection mode where no personally identifying fields are sent to Chartsy servers, while every metric still works.
Gross revenue: All money collected in a period, recurring and one-off, before refunds.
Growth: The Chartsy feature that ties marketing channels to real Stripe or Paddle revenue.

Instance: One occurrence of a repeated channel under the same source and campaign - a single launch attempt or email batch.
Involuntary churn: Cancellation caused by a failed payment rather than a decision to leave. Often recoverable.

Last touch: The source credited with the visit immediately preceding an action. Answers what brought them back.
Launch: An optionally pre-registered record giving a source/campaign pair a friendly display name and a cost figure.
Lifetime revenue: The actual total a customer or channel has paid to date. Nothing projected.
LTV: Lifetime value: the revenue an average customer is expected to generate, estimated from ARPU and churn.

Metadata: Custom key/value fields on Stripe or Paddle objects, turned by Chartsy into filters and breakdowns.
Metric: A number produced by a formula over your records, rather than a field stored in your provider.
MRR: Monthly recurring revenue: the normalised monthly value of all currently recurring subscriptions.

Net MRR: New + expansion − contraction − churned. Whether recurring revenue actually grew.
Net revenue: Gross revenue after refunds and chargebacks, applied in the period they occur.
Net revenue retention: What an existing cohort is worth now versus at the start, including expansion. Above 100% means it grows unaided.
never_paid: A Chartsy-specific status for a signup who never started a subscription at all.
New MRR: Recurring revenue from customers who had none in the previous period.

Retention curve: The share of a signup cohort still subscribed at each month afterwards.

Signup event: The call marking the moment a visitor becomes an account. It counts as one event, separately from the visit that preceded it.
Source: A traffic origin such as product_hunt, google or twitter, taken from UTM parameters or referrer data.
Subscription: A recurring agreement between a customer and a plan, with a status, interval, and amount.
Subscription item: One line within a subscription: a product, a price, and a quantity. Seat-based pricing lives here.
Sync: The ongoing process keeping Chartsy’s copy of your records in step with your provider.

Template: A pre-built dashboard laid out for a specific job, which fills with your own data immediately.
Trial conversion rate: The share of trials that become paying subscriptions.

Verdict banner: The auto-generated sentence at the top of the Growth overview summarising the period.
Visit: A tracked session on one of your sites, open for about 30 minutes and refreshed by each page load. One visit is one event.

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