Multi-dashboards, Folders and new CRM widgets – July 12th, 2024.

ChartMogul now allows you to create dashboards and folders to give each team their dedicated workspace. These tools provide quick access to relevant data and allow teams to customize their workspaces freely. Learn more.

You can now add multiple dashboards to your ChartMogul account, each customized for a different team and related to a specific product, market, or brand.

Folders help you group related customer lists and charts into organized, easily accessible spaces. They are available for saved charts, customer lists, and opportunities.

 

New CRM widgets

We've introduced six new widgets to track sales performance:

  1. Quarterly Sales Target
  2. Sales Leaderboard
  3. Forecast Category Table
  4. Sales Rep Activity Leaderboard
  5. $ Won from Pipeline
  6. $ Created from Pipeline

These widgets are available across our platform, but they will be particularly useful if you use ChartMogul CRM. Learn more.

 

Improvements

We've added an app-wide filter called "Has open task" and a new column "Opportunities" to the customer list.

 

Fixes

We fixed a Chargebee integration bug that prevented some subscribed volume plan customers from being imported.

 

 

 

 

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