ChartMogul comes with a set of default dashboards for your teams: Home, Sales, SaaS Metrics, Marketing, Customer Success, and Finance. The default dashboards you see depend on the preferred use case you choose when creating an account.

Customize the dashboards by adding, rearranging, editing, and removing reports so that each team has easy access to their most important charts, lists, and metrics. Or, create your own dashboards.

Here’s what we cover in this article:

• Adding reports to a dashboard
  • Additional options
• Rearranging reports on a dashboard
• Editing dashboard reports
• Removing reports from a dashboard
• Available dashboard reports
  • Subscription Analytics reports
  • CRM reports

Adding reports to a dashboard

To add a report to a dashboard:

1. Switch to the dashboard you want to customize.
2. Click Add Report.
   
3. Select the Report you want to add:
   • Default Charts: One of ChartMogul’s default reports
   • Saved Charts: A saved chart shared with the team
   • Saved Charts (Just me): A personal saved chart
   • Saved Customer Lists: A saved customer list shared with the team
   • Saved Customer Lists (Just me): A personal saved customer list
   • Saved Opportunity Lists: A saved opportunity list shared with the team
   • Saved Opportunity Lists (Just me): A personal saved opportunity list
4. Configure additional options depending on the report type.
5. Click ADD, and the report will be added to the dashboard.
   

Additional options

When adding a report to a dashboard, configure additional settings depending on the report type:

• Common charts
• Activity Overview
• Forecast Category Report and Sales Leaderboard
• Pipeline Created and Value of Won Opportunities
• Quarterly Sales Target
• Saved customer and opportunity lists

Common charts

Specify the Type: either the current value (Metric) or a mini-graph (Metric + chart).

If you’ve selected Metric + chart:

1. Define the Date range for chart. Set a number of Previous days, weeks, months, etc., or a Fixed start date.
2. Choose the Chart intervals (Days, Weeks, Months, Quarters, or Years).
3. Under Visualization, choose Line or Bar.

Activity Overview

Select up to four types of Activities to show:

• Emails sent
• Calls
• Opportunities added
• Tasks completed
• Notes

Forecast Category Report and Sales Leaderboard

Under Pipeline, select a sales pipeline.

Pipeline Created and Value of Won Opportunities

1. Under Pipeline, select a sales pipeline or (for the Value of Won Opportunities report) All pipelines.
2. Define the Date range for chart. Set a number of Previous days, weeks, months, etc., or a Fixed start date.
3. Choose the Chart intervals (Months or Quarters).

Quarterly Sales Target

1. Under Pipeline, select a sales pipeline or All pipelines.
2. Enter the Target amount.

Saved customer and opportunity lists

Select the number of columns to show (2–4). The order and sorting of columns will be the same as in your saved list.

Rearranging reports on a dashboard

To rearrange the reports on a dashboard:

1. Switch to the dashboard you want to customize. 
2. Click the Settings   icon next to the dashboard’s name.
3. Select Edit dashboard layout.
   
4. Drag and drop your reports until you’re happy with the layout.
5. Click SAVE to apply your changes.

Editing dashboard reports

To edit an existing report:

1. Switch to the dashboard that contains the report.
2. Click the Settings   icon next to the dashboard’s name.
3. Select Edit dashboard layout.
4. Click Edit on the report you want to update.
5. Adjust any settings and click Update.
   
6. Click Save to apply your changes.

Removing reports from a dashboard

To remove a report from a dashboard:

1. Switch to the dashboard you want to customize.
2. Click the Settings   icon next to the dashboard’s name.
3. Select Edit dashboard layout.
4. Click Delete on a report and confirm by clicking OK. 
5. Click Save to apply your change.

Available dashboard reports

Here’s a list of default reports you can display on your dashboards.

Subscription Analytics reports

These reports are available with Subscription Analytics.

CRM reports

These reports are available with ChartMogul CRM.

Next Steps

• Learn how to create, edit, and delete dashboards.
• 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.