The moment your initial data sync completes, four pre-built dashboard templates are ready to use - Revenue Analytics, Early-Stage SaaS, Pricing and Plans, and Blank Canvas. Real insights, immediately, without building anything from scratch.
When you connect a new analytics tool, there's usually a moment of deflation: you've set everything up, your data is syncing, and then you're looking at an empty screen waiting for you to configure something.
We didn't want that to be the Chartsy experience. The first time you open your dashboard after a sync, you should already have something useful in front of you - not a setup wizard.
Revenue Analytics is for understanding your financial health at a glance. It covers MRR, ARR, active subscriptions, 12-month MRR trend, new versus churned revenue side by side, and revenue broken down by plan and by customer. This is the template to open before an investor call or quarterly review.
Early-Stage SaaS is focused on the metrics that matter most when you're still validating product-market fit: MRR with month-over-month growth rate, trial performance, trial-to-paid conversion rate, new customers by month, churn rate, and customer breakdown by plan. The central question it answers is whether your SaaS is growing in a healthy way.
Pricing and Plans is for understanding how customers interact with your pricing structure. It shows MRR by plan, customer distribution across tiers, upgrade and downgrade flow, new customers by plan, churn rate by plan, and average customer lifetime by plan. Use it when you're thinking about changing your pricing or want to understand why a specific plan has high churn.
Blank Canvas starts empty and gives you complete flexibility. Type any question in plain English and ChartsyAI generates the chart instantly. It's built for exploration - investigating a metric that looks off, answering a question no pre-built template covers, or building a custom report for a specific stakeholder.
Dashboard templates are available to all Chartsy users immediately after your first data sync completes. From your dashboard, click 'Templates' in the navigation to browse and activate any of the four. Each one pre-populates with your real data - no manual configuration.
You can customize any template: add charts, remove metrics you don't need, ask follow-up questions with ChartsyAI, and save your version as your permanent dashboard.