This tutorial shows the steps required to build a 3-month Active Customer Waterfall chart, but the steps can be used to create any waterfall chart you require.
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Getting Started
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Data and Integrations
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Most popular
- Customers tab revenue recognition: MRR, ARR, and IFRS/GAAP revenue reporting by customer
- ScaleXP Invoicing: Automations with HubSpot workflows
- ScaleXP Invoicing: HubSpot Set Up - Step 1 of 2 - Installing
- Prepaid Expenses: Best Practices and Quick Start Guide
- How to automate prepaid expenses: Setting up prepaid expenses in ScaleXP
- How to configure your P&L and Balance Sheet in ScaleXP (single company)
- How to configure your P&L and Balance Sheet in ScaleXP (consolidated company)
- Configuring your revenue data upon initial setup