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To view, create and edit graphs and charts, go to Dashboards (top tab). Graphs created on this page are...
July 14th, 2025 3 views 0 likes
This article explains how to change a chart including: how to add budgets how to change data sources how to...
July 14th, 2025 2 views 0 likes
Edit Tutorial
July 14th, 2025 1 views 0 likes
To create a new Dashboard, click on 'New Dashboard +' at the top of the left sidebar. Using the...
To add a new graph, delete one, or resize it: click ‘Edit’ in the top right corner of the Dashboard. ...
To delete a graph or to remove a few charts from a dashboard: Click ‘Edit’. Scroll to the relevant graph. ...
It is easy to see the full formula and calculation in a graph. Edit Tutorial T
How to grant view only access Invite a new user from Settings (top right)>Team members (left sidebar). Use the Add...
To rename a chart or graph within a Dashboard, simply click on the three dots at the top right of...
Updating the churn assumption is super simple. In the ‘Customers’ tab, click ‘Lost After’ and choose the most appropriate...
At the top of the Customers Page and in your SaaS Metrics reports and Dashboards, ScaleXP calculates Churn or "Lost...
In Dashboard, you can change graphs to hide or unhide any element. Just click on the element you wish to...
The Revenue by Type pie chart on the Financial Graphs Dashboard is populated from the groupings you created on Load...
You can download any of the charts and graphs on your Dashboard. In Dashboards, select the three dots at the...
To rename detailed data in a chart or graph or report, rename it where it is stored in ScaleXP as...
To customise the colours in a chart or graph, go to Dashboards (top bar)> three dots (top right of the chart to be...
To edit, add or hide the summary KPI data at the top of a graph or chart, go to Dashboards (top...
It's easy to change time periods and move data analysis between annual, quarterly, and monthly in ScaleXP. For annual, you...
To add commentary to a chart, click on the chart. Then turn on the toggle for Comment in the menu...
Previously, you could only show data in reports and dashboards from the Global Default Customers Page report. If you wanted...
You can add number labels to any data series in a chart or graph. To do this, go to the...
Any chart can be copied and used in any Dashboard within an organisation. To Copy a chart, use the three...
How to create and link a customer page report You can create an unlimited number of reports on the customer...
What is cohort analysis? Cohort analysis is a way of understanding customer behavior by groupingusers based on when they started...
If your cohort chart doesn’t look right, don’t panic—it usually comes down tothe data feeding into the analysis. ScaleXP’s cohort...
Cohort Analysis in ScaleXP Cohort analysis helps you track customer behavior over time by grouping customersbased on when they started...
If the figures on Dashboards do not match the reports on the Customers page for the same time period, it...