Description
Chartsy is a comprehensive revenue analytics platform tailored for SaaS founders and small subscription businesses. It addresses the common challenge of understanding which marketing channels truly drive revenue by integrating billing data from platforms like Stripe, Paddle, Freemius, Polar.sh, Creem.io, and Lemon Squeezy with website visitor and signup tracking.
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The platform allows users to trace every customer's journey from their initial visit to signup and eventual payment, providing clear attribution for both first-touch and last-touch channels. This eliminates the guesswork often associated with traditional analytics tools that might show multiple visits but fail to credit the originating source. Chartsy computes essential SaaS metrics such as MRR, ARR, churn, LTV, and cohort retention directly from invoice data, ensuring accuracy.
Key capabilities include MRR breakdown dashboards, channel attribution, custom dashboard creation, and ChartsyAI for natural language queries. Users can ask questions like "why did my MRR drop last month?" and receive plain-English explanations based on actual customer data, identifying cancellations or downgrades. The platform also offers growth goals and challenges, weekly email reports, and a live visitors widget.
Chartsy is designed for founders and operators who need deep revenue insights without the need to hire a data analyst or write SQL queries. It offers a 14-day free trial with no credit card required, automatically syncing up to 24 months of historical data upon connection to a billing provider. Pricing is based on monthly tracked events (visits and signups), rather than revenue, making it cost-effective for growing businesses. Plans include Starter and Growth tiers, offering different limits on connected data sources and AI queries. For privacy-conscious users, GDPR Mode ensures no customer PII is stored on Chartsy's servers.
While Chartsy excels at providing actionable analytics for subscription businesses, it is not intended for large enterprises with existing BI teams or for audited financial reporting, where the billing platforms remain the official record. It currently supports Stripe, Paddle, Freemius, Polar.sh, Creem.io, and Lemon Squeezy for SaaS, and BigCommerce for its separate e-commerce product, with WooCommerce and Shopify integrations on the roadmap.
- CategoryData & Analytics
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb
Chartsy's Core Features
MRR Breakdown Dashboard: Visualizes monthly recurring revenue movements, showing revenue added and lost.
Channel Attribution: Identifies which marketing channels initiate and close customer payments.
Custom Dashboards & Templates: Create personalized dashboards with various metrics or use pre-built templates.
ChartsyAI Visualization: Generate charts and get answers to natural language queries about your data.
Metadata Analytics: Segment subscriptions by plan, trial status, coupon code, or other attributes.
Weekly Email Report: Receive automated reports powered by live billing data.
Growth Goals & Challenges: Set MRR or subscriber goals and track live progress with gamified challenges.
Live Visitors Widget: See signups matched to real revenue and churn by source in real-time.
GDPR Mode: Ensures customer data is never saved to Chartsy's servers, processing data in real-time without persisting PII.
Multi-Source Integration: Connect multiple Stripe, Paddle, Freemius, Polar.sh, Creem.io, and Lemon Squeezy accounts simultaneously.
Historical Data Sync: Automatically syncs up to 24 months of past billing data upon connection.
Revenue Consolidation: Consolidates multi-currency sales into a single default currency using historical exchange rates.
No Overage Charges: Dashboard locks if event limits are exceeded, but no surprise bills are incurred.
Flexible Plan Changes: Adjust event allowance and plan tier at any time without sales intervention.
How to use Chartsy?
Connect Billing Account: Link your Stripe, Paddle, Freemius, Polar.sh, Creem.io, or Lemon Squeezy account.
Add Tracking Script: Install a single script tag on your website to track visits and signups.
Review Historical Data: Automatically syncs up to 24 months of historical data for immediate insights.
Explore Dashboards: Utilize pre-built or custom dashboards to visualize MRR, churn, and attribution.
Ask ChartsyAI Questions: Use natural language to query your data and get explanations for metric changes.
Set Growth Goals: Define MRR or subscriber goals and track progress with challenges.
Monitor Reports: Receive daily briefings and weekly email reports on your key metrics.
Chartsy's Use Cases
- Marketing Channel Attribution
- MRR Performance Analysis
- Customer Journey Tracking
- SaaS Metric Reporting
- Goal Setting & Monitoring
- Revenue by Segment Analysis
- Privacy-Compliant Analytics
