Customize your Dashboard to ensure the charts and metrics that are most important to your business are placed front and center for your whole team. Change the default set of Dashboard elements by adding, removing, and rearranging charts and metrics.

Before you begin

Learn more about working with charts in ChartMogul.

Adding charts and metrics to your Dashboard

To add a metric to your Dashboard:

1. Click the Settings   icon in the top right corner of your Dashboard:
   
2. Click Add Report.
3. Select the Report you want to add.
4. Under Type, specify whether you would like the current value shown (Metric) or a mini-graph (Metric + chart).
5. If you’ve selected Metric + chart:
   • Define the Date range for chart. Set a number of Previous days, weeks, months, etc., or a Fixed start date.
   • Select Chart intervals.
   • Under Visualization, choose the chart type (Line or Bar).
6. Finally, click ADD, and the metric will be added to your Dashboard.
   

Rearranging your Dashboard

To rearrange the charts, click the Settings   icon in the top right of your Dashboard and select Edit Mode. Next, drag and drop your charts until you're happy with the layout. Click Save to apply your changes.

Removing metrics from your Dashboard

To remove a metric from your Dashboard, click the Settings   icon in the top right corner of your Dashboard screen, select Edit Mode, then click Delete on any metric and confirm with OK. Finally, click Save.

Next Steps

• Fix any imperfections in your subscription metrics with ChartMogul’s data cleaning features such as merging customers and MRR data editing. 
• Import lead and trial data into ChartMogul.
• Start using ChartMogul as a CRM.