Chargify Business Intelligence allows you to share data and interactive dashboards with non-Chargify users so that key stakeholders get the insights they need. 

Sharing Dashboards 
There are two ways that you can share a dashboard outside the Chargify application:

• Public URL:  Making a dashboard public and sharing it will mean that anyone accessing it will be able to view the data and filter it via any added Filters or Date Pickers. The data is read only. 
• Embed HTML:  The second way to share public dashboards is by using the code snippet. For added security we recommend embedding this on web pages that have to be accessed with login credentials.

Exporting Data  
There are two ways that you can export data from Chargify:

• Extraction: The Extraction analysis type exports the raw data from the selected data source as a CSV. You can select the specific properties to export and apply filters to reduce the number of rows.
• Download Metric Result: The result of a Metric can be downloaded as a CSV, an Image, or JSON. This is the computed result and not the raw data. For raw data, you can run an Extraction.

Embedding HTML

Sharing a Public Link

Exporting Image, CSV, or JSON

Chargify Business Intelligence (BI) enables you to perform custom analysis on your Chargify data and align it to your reporting framework by creating metrics. Metrics query your data based on selectable parameters and return a visualization. Chargify BI offers 10 chart types with variants (e.g. stacked, grouped, percentage) allowing you to present your data in an easy-to-understand format.

You can quickly build metrics using our Explorer tool. Simply select the analysis to perform, the data to analyze, and the timeframe for the analysis. Then, add filters and groupings to uncover the granular, segmented insights you need to drive data-backed growth.

Metrics can be saved and easily run for a real-time view of your business. Add your saved metrics to a dashboard and then securely share information with key internal or external stakeholders.

The Explorer enables you to perform flexible analysis on your Chargify data by creating metrics. Metrics run queries on your data based on selectable parameters and return a visualization of the query result. These metrics can be saved, easily added to a dashboard, and then securely shared with key stakeholders.

To help you get started, Chargify Business Intelligence offers 24 out-of-the-box metrics. Out-of-the-box metrics provide a baseline and can be cloned and customized for additional granularity. You can also create custom metrics from scratch. 

Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com. 

Chargify Business Intelligence empowers your entire team to gain real-time, custom insights into any area of your product, application, or business. Powered by the same data engine backing Events-Based Billing, Chargify Business Intelligence brings an entirely new way to use tailored insights to advance your business. 

Build custom metrics to run granular analysis on your data, whether you’re tracking MRR movements, product adoption, or customer churn trends. Then, add relevant metrics to a dashboard with our drag-and-drop tool, and securely share your insights with anyone you choose. Finally, stream third party data in to Chargify Business Intelligence to get a single source of truth with a 360 degree view of your business.

Make solid, data-backed decisions more quickly than ever before. Now with Chargify Business Intelligence. Interested in getting access to Chargify Business Intelligence? Please reach out to your Customer Success Manager or support@chargify.com.

For more information on Chargify Business Intelligence, see our documentation here>

• Introduced Multi-Attribute Rating
• Invoice Template Updates 

Event-driven architectures are crucial for enabling real-time, personalized product experiences and we believe they are the future of modern B2B SaaS applications. For organizations that are already events-based, we’ve introduced a simpler method to send data to Chargify via our Kafka Inbound Cluster. From there, you can use this data to build complex, value-based pricing models which charge your customers for exactly what they use—linking the value you provide to the invoice they receive.

For more information on streaming data from Kafka-based event pipelines to Chargify for Events-Based Billing, see our documentation here>

Charging based on value is something we believe strongly in and are excited to announce that you can get even more granular with how you price and bill based on events. Previously, it was possible to bill on events and then vary the price based on 2 additional pieces of data (or attributes). This has now been updated to 4. 

For example, if you were billing based on messages sent through your platform, you could track "origin", "destination", "message type", and "data size" in addition to configuring different rates for every permutation of those attributes.  

Try Events-Based Billing today and see for yourself the sophisticated granularity you can achieve with it. For more information on Events-Based Billing, see our documentation here>

The new version of the Finance Report is now live and is available for users. We have made several enhancements to the layout of the new report for added detail and clarity. The new report provides:

• Sales broken out by component type
• Credits broken out by credit type
• Net Payments by subtracting Refunds from Payments
• An ‘In Collections’ subcategory of Expected Payments for subscriptions that have failed Dunning but have open invoices
• Access to the old layout at the bottom of the page for easy comparison between versions

For more information on the Finance Report, see our documentation here>