To rename a chart or graph within a Dashboard, simply click on the three dots at the top right of the graph and select 'Configure Chart.' Then type the new name into the 'Chart name' box at the top of the left sidebar and 'Save changes' at the bottom of the sidebar.
To rename an entire Dashboard, click on the three dots at the top right of the page and select 'Rename.' Then type the new name into the box at the top left of the edit screen.
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Getting Started
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Data and Integrations
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- Customers tab: where to configure and review revenue and customer information, MRR, ARR
- Basic setup: Settings to configure when getting started
- How to add a budget or forecast
- How ScaleXP reads dates
- Prepaid Expenses: Best Practices and Quick Start Guide
- How to customize a chart
- Deferred Revenue Journal: How to write deferred revenue journals to Xero or QuickBooks
- How to configure your P&L and Balance Sheet in ScaleXP (single company)