Saved charts

You need a paid plan to be able to edit, save and share saved charts.

You can save your favorite charts and easily access them again, and again, and again. Even better, you can make sure your most business-critical charts are shared with the whole team.

How saved charts work

When you go to your Charts view, you’ll see a Save chart button above every chart. Once you’ve created the perfect chart using segmentation, click that button and a modal will guide you through the process of saving and sharing your chart.

To save your chart, you’ll need to fill out a few details:

  • Name: Make sure that this is descriptive. A best practice would be to include the metric name and segment so it’s clear what’s being measured.
  • Available for: Team members can save personal charts and admins can choose to keep charts private or share them with all ChartMogul users on the team.
  • Chart time-period: Choose either a dynamic time period (e.g., last 365 days) or a fixed-time period (e.g., January 1, 2020 – December 31, 2020).

After you’ve saved your chart, you’ll see it added to a new section of your Charts sidebar called Saved charts. Your saved charts are organized based on recency but can be reordered by dragging and dropping. Admins may also add saved charts that are shared to the ChartMogul dashboard by toggling 'Add to Dashboard' in the modal.

We’ve pre-loaded your account with some of our favorite charts, which you can explore, edit or remove.

Reordering your charts 

Building on this, we’re giving ChartMogul users another way to customize their Charts view: drag-and-drop reordering of the chart categories in the sidebar.

You can reorganize the Charts navigation to reflect the metrics that are most important to your business. For instance, if your business doesn’t offer a free trial, you might want to move your Leads and trials section to the bottom of the menu. Or if you’re laser-focused on reducing churn, you can move those metrics to the top of your menu for quick access. These changes will only be reflected in your view, so every member of the team can adjust their ChartMogul Charts menu to fit their needs.



Was this article helpful?