The Explorer enables you to perform flexible analysis on your Chargify data by creating metrics. Metrics run queries on your data based on selectable parameters and return a visualization of the query result. These metrics can be saved, easily added to a dashboard, and then securely shared with key stakeholders.

To help you get started, Chargify Business Intelligence offers 24 out-of-the-box metrics. Out-of-the-box metrics provide a baseline and can be cloned and customized for additional granularity. You can also create custom metrics from scratch. 

Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com. 

Chargify Business Intelligence empowers your entire team to gain real-time, custom insights into any area of your product, application, or business. Powered by the same data engine backing Events-Based Billing, Chargify Business Intelligence brings an entirely new way to use tailored insights to advance your business. 

Build custom metrics to run granular analysis on your data, whether you’re tracking MRR movements, product adoption, or customer churn trends. Then, add relevant metrics to a dashboard with our drag-and-drop tool, and securely share your insights with anyone you choose. Finally, stream third party data in to Chargify Business Intelligence to get a single source of truth with a 360 degree view of your business.

Make solid, data-backed decisions more quickly than ever before. Now with Chargify Business Intelligence. Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com.

For more information on Chargify Business Intelligence, see our documentation here>

Having the continuity with your historical data for your customers in a single system makes your life easier by providing "the big picture" on your subscriber base. Because of this, we are excited to announce that we have hit another milestone on our product roadmap to import your historical data into Chargify. 

You now have the ability to import cancelled subscriptions. Importing cancelled subscriptions can be done either through the UI with a CSV or via the API. Once imported, you will be able to see all of the historic cancelled subscriptions on the Subscriptions Page (Billing > Subscriptions). 

For more information on the minimum requirements for creating cancelled subscriptions, see our documentation here>

For our API documentation on importing cancelled subscription, please click here>

Having a variety of flexible options when configuring your settings for your Salesforce integration is great and what's even better is being able to choose which ones you turn on/off. Because of this we are excited to announce our latest enhancement to the Salesforce integration, allowing you to enable an "Upgrade/Downgrade Oppty Amount Difference". 

Understanding not all of our customers manage their sales process the same, this new configuration setting will calculate the values on the opportunity based off the value of the original subscription to what it will be now (via upgrading or downgrading the subscription). There are 3 types of proration that will be available when upgrading/downgrading a subscription on an opportunity: 

• If “Preserve Period” is selected,  the normal next billing date will be respected;
• If “Include Trial” is selected, the new products trial will be included on the subscription;
• If “Include Initial” is selected, the setup fee will be included at the time of Upgrade/Downgrade

For more information on our Salesforce integration, see our documentation here>

Keeping in constant communication with your customers about their upcoming renewal is important to maintaining your recurring revenue. That is why we have continued to grow our proforma invoice feature set so you can share with your customers easily. 

We have added the ability to email your customers their proforma invoice(s) by:  

• Utilizing the existing email capabilities in Chargify with customizable proforma email templates; OR 
• Saving the proforma invoice as a PDF you can share; OR 
• Creating a static customer facing URLs to the proforma invoice

In addition, there is a saved history for all of the previously generated proforma invoices.  

For more information on proforma invoices, see our documentation here>

Organizations whose customer-facing teams sell, manage, and upgrade subscriptions in a central hub like Salesforce have increased operational efficiency. And by having the ability to create many subscriptions under one opportunity record in Salesforce, sales teams save even more time.

The latest update to our Salesforce integration allows you to activate all subscriptions created under one opportunity record to flow over to Chargify. This prevents your sales team in closing-won multiple opportunities when more than 1 subscription is involved, saving them time so they can focus on what they do best: selling.

For more information on our Salesforce integration, see our documentation here>

• Introduced Multi-Attribute Rating
• Invoice Template Updates 

We understand your business requires flexibility when serving your customers, and that sometimes customers leave. To make this process as painless as possible, you can now specify any future date as a Subscriptions cancellation date. This option and our previously supported cancellation choices ('Cancelling Immediately' and 'Cancel at End of Period') will now be within the 'Cancellation Timing' drop down on the Cancel Subscription page. To start using these cancellation options, simply select on the drop down menu when initiating a cancellation.  

For more information on cancelling a subscription, see our documentation here>

Knowing exactly what you will be charging your customers is vital to running your business and maintaining client relationships. Proforma invoices has been a feature request asked by many of our customers, so we are excited to announce the completion of its first roadmap milestone. The new proforma preview feature will allow you to view the next billing invoice amount for a subscription. 

This previewing function is the first milestone in our Proforma roadmap feature request. This can be used in your formal review processes when upgrading your customers on an annual basis, for example.  

For more information on Proforma Invoices, see our documentation here>

Event-driven architectures are crucial for enabling real-time, personalized product experiences and we believe they are the future of modern B2B SaaS applications. For organizations that are already events-based, we’ve introduced a simpler method to send data to Chargify via our Kafka Inbound Cluster. From there, you can use this data to build complex, value-based pricing models which charge your customers for exactly what they use—linking the value you provide to the invoice they receive.

For more information on streaming data from Kafka-based event pipelines to Chargify for Events-Based Billing, see our documentation here>