Adding sample data

You'll need to be an Owner or Admin to complete the steps outlined in this article. Read more about user roles and permissions.

A source is any location where you store billing data, such as billing system software, a database, or a spreadsheet. Billing data is imported to ChartMogul using a source in Data Platform.

Before importing your billing data, add a custom source and include sample data to get familiar with how ChartMogul works. Once you've seen how customers, invoices, and invoice line items generate MRR, cash flow, and other metrics in ChartMogul, easily delete sample data and import your billing data.

Here's what we cover in this article:

  1. Adding sample data
  2. Editing sample data
  3. Deleting sample data

Adding sample data

  1. Navigate to Data Platform > Sources.
  2. Click Add a Source and select Custom Source.
  3. Give your source a name and select Include sample data.
  4. Click Next.

Editing sample data

Once added, you can review data in each tab to see how ChartMogul generates metrics. Learn more about each column.

Navigate to the row you need to adjust and click the Edit   icon.

Edit the data.

Save your changes by clicking the green checkmark.

Deleting sample data

This action is permanent and cannot be undone.

After you've performed tests with sample data, delete it from Data Platform, so it no longer contributes to your metrics.

Navigate to the source settings and select Delete This Source.

Or, use the checkboxes in the table rows to select all rows and delete all data.

Next steps

Import subscription data to generate metrics. Learn more.

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