# Data Overview

Chargebee exposes a wide range of subscription billing data through Coupler.io. You can export everything from customer profiles and subscription lifecycles to individual transactions, pricing catalogs, and audit events.

## Available entities

| Entity                        | Best used for                                     |
| ----------------------------- | ------------------------------------------------- |
| Subscriptions                 | MRR tracking, churn analysis, lifecycle reporting |
| Customers                     | Segmentation, cohort analysis                     |
| Invoices                      | Revenue recognition, accounts receivable          |
| Transactions                  | Payment success/failure rates, cash flow          |
| Credit notes                  | Refund tracking, adjustments                      |
| Unbilled charges              | Pending revenue, billing cycle forecasting        |
| Plans & Items                 | Pricing catalog analysis                          |
| Coupons & Promotional credits | Discount usage and impact                         |
| Events                        | Audit trail, integration debugging                |
| Quotes                        | Sales pipeline, pre-billing activity              |

## Key fields by entity

#### Subscriptions

| Field                                     | Description                                     |
| ----------------------------------------- | ----------------------------------------------- |
| `id`                                      | Unique subscription ID                          |
| `customer_id`                             | Linked customer                                 |
| `plan_id`                                 | Associated plan                                 |
| `status`                                  | active, cancelled, paused, etc.                 |
| `current_term_start` / `current_term_end` | Current billing period                          |
| `mrr`                                     | Monthly recurring revenue for this subscription |
| `created_at`                              | Subscription creation timestamp                 |
| `cancelled_at`                            | Cancellation timestamp (if applicable)          |
| `currency_code`                           | Billing currency                                |

#### Customers

| Field             | Description                |
| ----------------- | -------------------------- |
| `id`              | Unique customer ID         |
| `email`           | Customer email             |
| `company`         | Company name               |
| `billing_address` | Full billing address       |
| `taxability`      | Tax status                 |
| `created_at`      | Account creation timestamp |

#### Invoices

| Field             | Description                        |
| ----------------- | ---------------------------------- |
| `id`              | Invoice ID                         |
| `customer_id`     | Linked customer                    |
| `subscription_id` | Linked subscription                |
| `status`          | paid, posted, payment\_due, voided |
| `amount_due`      | Outstanding balance                |
| `amount_paid`     | Amount collected                   |
| `total`           | Invoice total                      |
| `date`            | Invoice date                       |
| `currency_code`   | Billing currency                   |

#### Transactions

| Field             | Description              |
| ----------------- | ------------------------ |
| `id`              | Transaction ID           |
| `customer_id`     | Linked customer          |
| `subscription_id` | Linked subscription      |
| `amount`          | Transaction amount       |
| `status`          | success, failure, voided |
| `payment_method`  | Payment method type      |
| `date`            | Transaction date         |

#### Plans & Item prices

| Field                    | Description                     |
| ------------------------ | ------------------------------- |
| `id`                     | Plan or item price ID           |
| `name`                   | Display name                    |
| `price`                  | Price in smallest currency unit |
| `period` / `period_unit` | Billing frequency               |
| `status`                 | active, archived                |
| `currency_code`          | Currency                        |

## Common metric combinations

* **MRR by plan**: Join **Subscriptions** + **Plans** on `plan_id` to break down recurring revenue by product tier
* **Revenue vs. refunds**: Join **Invoices** + **Credit notes** on `customer_id` to compare billed vs. returned amounts
* **Payment failure rate**: Use **Transactions** filtered by `status = failure` against total transaction count
* **Churn cohorts**: Use **Subscriptions** with `cancelled_at` and `created_at` to build monthly cohort churn tables
* **Discount impact**: Join **Invoices** + **Coupons** to measure revenue lost to discounts

## Use cases by role

{% tabs %}
{% tab title="Finance" %}

* Pull **Invoices** and **Transactions** into Google Sheets or BigQuery to automate revenue recognition
* Use **Unbilled charges** to forecast upcoming billing cycle totals
* Combine **Credit notes** with **Invoices** to reconcile net revenue
* Send invoice summaries to ChatGPT or Claude for automated narrative reporting
  {% endtab %}

{% tab title="Growth & Marketing" %}

* Analyze **Coupons** and **Promotional credits** to measure discount campaign ROI
* Segment **Customers** by plan or acquisition date to build targeted outreach lists
* Track **Subscription** upgrades and downgrades to identify expansion revenue trends
  {% endtab %}

{% tab title="Product & Operations" %}

* Monitor **Events** for unusual activity or integration issues
* Use **Subscriptions with scheduled changes** to anticipate upcoming plan transitions
* Pull **Hosted pages** data to analyze checkout conversion patterns
* Join **Items** + **Item prices** to audit your pricing catalog across currencies
  {% endtab %}
  {% endtabs %}

## Platform-specific notes

* Chargebee uses cents (or the smallest currency unit) for monetary fields — divide by 100 to get standard decimal values in your destination
* The `status` field on Subscriptions uses Chargebee's native values: `active`, `in_trial`, `cancelled`, `paused`, `future`, `non_renewing`
* The **Events** entity is useful for debugging webhook failures but can be high-volume — set a specific start date to avoid pulling unnecessary history
* If you use Chargebee's Product Catalog v2, use **Items**, **Item prices**, and **Item families** instead of the legacy **Plans** and **Addons** entities
* Timestamps in Chargebee are returned as Unix epoch integers — most BI tools will need a conversion step