Any chart can be copied and used in any Dashboard within an organisation. To Copy a chart, use the three dots at the top right of the chart. Select "Copy Chart to" and the name of the Dashboard where you want the chart.
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Getting Started
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Data and Integrations
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Most popular
- ScaleXP Invoicing: HubSpot Set Up - Step 1 of 2 - Installing
- Customers tab: where to configure and review revenue and customer information, MRR, ARR
- ScaleXP Invoicing: Automations with HubSpot workflows
- Configuring your revenue data upon initial setup
- Basic setup: Settings to configure when getting started
- How to configure your P&L and Balance Sheet in ScaleXP (single company)
- How ScaleXP reads dates
- How to add a budget or forecast