Dashboard Templates

The Revenue Analytics template brings together your core revenue metrics in one view: current MRR and ARR, total active subscriptions, MRR trend over 12 months, ARR trend, new versus churned MRR side by side, MRR broken down by plan, and MRR broken down by customer.

This is the template to open when you want to understand whether your business is growing, which plans are driving revenue, and whether you're gaining more than you're losing. It's designed for ongoing financial monitoring and is the first place to look before investor calls or board meetings.

The Early-Stage SaaS template focuses on the metrics that matter most when you're still validating product-market fit or scaling your first customers: MRR with month-over-month growth rate, 12-month MRR trend, new customers by month, active trials, trial-to-paid conversion rate, total paying customers, churn rate and churned customers, customer breakdown by plan, and average revenue per customer.

The central question this template answers is 'Is my SaaS growing in a healthy way?' - with specific attention to trial performance and conversion, since those are the metrics that determine whether early interest translates into real revenue.

The Pricing and Plans template is focused on one question: is your pricing structure working? It shows MRR by plan, customer distribution across pricing tiers, upgrade and downgrade flow, new customers by plan, plan change trends over time, churn rate by plan, and average customer lifetime by plan.

This is the template to use when you're thinking about changing your pricing, trying to understand why a specific plan has high churn, or wanting to know whether customers are growing into your higher tiers or staying stuck on your lowest plan.

The Blank Canvas template starts empty and gives you complete flexibility. Type any question in plain English - 'Show refund rates by product and month', 'Compare revenue by country', 'Which customers downgraded in the last 30 days?' - and ChartsyAI generates the chart instantly.

This template is built for exploration: investigating a metric that looks off, answering a question that no pre-built dashboard covers, or building a custom report for a specific stakeholder. There are no predefined metrics, no constraints, and no configuration - just a question and an answer.