Case Study: HappyFox achieves streamlined revenue analytics and reduced churn with ChartMogul

How HappyFox put ChartMogul at the center of their SaaS business

HappyFox, a help-desk company that moved from on‑premise software to a SaaS model, struggled with revenue analytics managed in hugely complex, manually maintained spreadsheets. As the business scaled and ran both models in parallel, maintaining MRR, churn and other key metrics became unsustainable and was consuming a full-time role just to keep data accurate while they validated the cloud transition.

By adopting ChartMogul, HappyFox automated their revenue analytics and freed up roughly 50% of that person’s time, while gaining powerful segmentation and reporting. The new insights drove concrete actions — e.g., instituting a 3‑agent minimum after spotting high churn among 1–2 agent customers, targeting marketing by regional average sale price, and using tagged expansion data for sales commissions — delivering clearer net MRR visibility and faster, data-driven decisions.

HappyFox

Shalin Jain

Founder