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      Guide: Using ChartMogul with Databox

      HOW TO

      How to connect ChartMogul to Databox

      IN THIS SECTION

      How to connect ChartMogul to Databox

      chartmogul connect 2

      To connect a ChartMogul Account in Databox, go to  Data Manager > + New connection. Type ChartMogul in the search bar and click on the green Connect button. Next, click the green Connect now button.

      This will open the  Authorization window, which is where you will be prompted to enter your ChartMogul login credentials and authorize the Databox app. 

      Pro Tip: Each ChartMogul Account must be connected as a separate Data Source in Databox (1 Account = 1 Data Source). Learn more here.

      What's the maximum amount of historical data initially available when you use a new ChartMogul Data Source Metric in Databox?

      When you connect a new ChartMogul Data Source in Databox, 36 months worth of historical data is initially synced. 
      Certain Metrics may have more or less historical data available. For more information about the amount of historical data available for a specific Metric, please contact our Support Team at help@databox.com.

      Pro Tip: In order to start syncing data for a Metric, you can add it to your Metrics screen, use it in a Scorecard, set a Goal around it, create an Alert for it, or add it to a Databoard. Learn more here.    

      The amount of historical data you're able to access in Databox is dependent on your Databox plan. Learn more here.

      What time zone does ChartMogul data sync in? 

      ChartMogul data is synced in the time zone set in the ChartMogul Account. For example, if your ChartMogul Account time zone is set as EST, your ChartMogul data will sync with Databox in EST. 

      How often does ChartMogul data sync?

      All ChartMogul Data Sources will sync every hour with Databox. Learn more here.

      How to access pre-built ChartMogul Templates

      chartmogul template

      1. Navigate to Databoards > Public Templates
      2. In the Data Source drop-down list, select ChartMogul
      3. To view a preview of the Template populated with dummy data, click Preview
      4. To pull the Template into your Account and re-populate it with your own ChartMogul data, click Use Template
      5. Select the appropriate ChartMogul Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected ChartMogul Account and can be found on the Databoards page.

      Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

      Popular ChartMogul Templates

      ChartMogul: Overview 
      chartmogul
      ChartMogul Overview Template helps you monitor essential metrics like MRR, Churn Rates, ARR, and more.

      How to build a Databoard using ChartMogul

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      Popular ChartMogul Metrics

       MRR 

      Average Sale Price

      Churn MRR

      chartmogul 1-1

      chartmogul 2-1

      chartmogul 4-1

      View a full list of ChartMogul Metrics available in Databox here.

      How to build a Databoard

      1. Navigate to Databoards > + New Databoard > Start Blank
      2. Click on the Metric Library icon on the left-hand side of the Designer
      3. Select the appropriate ChartMogul Account from the Data Source drop-down list in the Metric Library
      4. View the list of pre-built ChartMogul Datablocks in the Metric Library. Drag and drop your selected Datablock onto your Databoard 
      5.  If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Metric Library icon
      6. View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
      7. Click on the Datablock on the Databoard to open the corresponding Datablock Editor on the right-hand side of the Designer
      8. In the Metrics drop-down, click  Data Source to select the appropriate Data Source. This will filter out metrics from the specific Data Source
      9. In the main Metrics drop-down, select the metric you'd like to display on the Datablock, using the Search bar if needed. This will update the Datablock, and it will populate with the corresponding data 
      10. Complete steps 4-9 until your Databoard is complete

      Additional Information

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        Granularity Restrictions

          • Due to API limitations, for the Metric "Average Sale Price" only monthly and quarterly granularities are supported.
          • Due to API limitation, for the Metric "Customer Lifetime Value" only monthly, quarterly, yearly, and all-time granularities are supported. 
            Learn more about Granularity here