Do you need to report your SaaS revenue in on-brand charts? Would you like to be transparent about your company revenue with your colleagues or your boards, but don’t want to share access to all sensitive financial data? Connect your ChartMogul account with Pitch and import selected data range to your branded charts. Here’s how:

  1. Go to your ChartMogul admin page and copy your Account token and Secret key from the API Credentials section.

2. Open any presentation in Pitch, open the Charts menu, and click on ChartMogul under Integrations.

3. Paste the ChartMogul Account token and Secret key to connect your account.

💡 The ChartMogul integration is read only and will be connected to your individual Pitch user account. Only the collaborators who authorized the integration will be able to import ChartMogul data into Pitch. This ensures that you have full control over who can work with your most important revenue metrics. Once you’ve imported the data your workspace members and guests will be able to view only the imported charts but not pull data from ChartMogul.

4. Select a time range and report.

💡 Currently, you cannot import custom reports made in ChartMogul.

Pitch will generate a chart from your ChartMogul report. You can edit the chart type, colors, legend, and more just like in any other chart. Learn more about charts.

To update the data, select the chart and click Replace chart data in the inline editor.

💡 Please share your thoughts and experience with the ChartMogul integration in our Community in a #beta-chartmogul-integration channel.

Troubleshooting

If you’re unable to connect the ChartMogul account, double-check if your Account token and Security key are correct. If the problem persist, please contact us via the Help bubble.

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