How to access the shared RevenueStory dashboard?

Modified on: Wed, 14 Dec, 2022 at 6:30 PM

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Where can I view the shared RevenueStory dashboard?

How to share revenue data with people outside your site?


Solution


Navigate to RevenueStory > Dashboard on your Chargebee site.

Click on the "Dashboard name (Executive Watch) " in RevenueStory and click Explore more dashboards > Shared tab






Here is a small video with the steps for this.


Share revenue data with people outside the merchant’s site


Outside users cannot access the Dashboard directly but you can go ahead and share the downloaded CSV of that metric via email or the VUD screenshots.

Step1 :

Go to RevenueStory Dashboard->Go to metric->Download the CSV



Step 2: Go to the metric, see the VUD by pointing anywhere in the graph and share the data using a screenshot






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