Enhanced Transactions Report Now Available in General Availability

The enhanced Transactions Report is now live and available for all Chargify users. The updated transactions page allows you to select a variety of filters and column selections, displaying the following items in a single page: 

  • Invoices
  • Payments
  • Credits
  • Refunds

This page has a user-friendly design offering the ability to customize your view, in addition to a separate tab for each transaction type, enabling you to segment and focus on specific transactions. In addition, the page offers an export of the transactional data with additional attributes if needed. 

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


Business Intelligence: Widget Naming and Filter Enhancements

Giving your stakeholders an easy way to interact with your dashboards empowers them to better understand the data and make impactful decisions across the organization. Our Product Team is continually working on enhancing charting functionality within Chargify Business Intelligence. 

We are excited to announce three new additions to dashboard settings, the ability to name your filters and date pickers, and an easy way for users to clear all dashboard filters. 

Naming Your Filters
We have added the option to name the filters on your dashboards. This will make it easier for users to know exactly how the filter will impact the connected charts.

Naming Dashboard Filters


Naming Your Date Pickers
We have added the option to name the date pickers on your dashboards. This will make it easier for users to know exactly how and where the selected date range will impact the connected charts.

Naming Dashboard Date Pickers


Clearing All Filters on a Dashboard  
We have made it easier for users to clear all selected filters on a dashboard with a single click.

Clearing Filters on a Dashboard

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

Business Intelligence: Chart Enhancements

Understanding your data and communicating it clearly to your key stakeholders is crucial in making impactful decisions across the organization. Our Product Team is continually working on enhancing charting functionality within Chargify Business Intelligence. We are excited to announce new chart settings, additional data handling, and some improvements to Heatmaps. 

Chart Settings
We have added additional settings options to our charts, so you can further customize how your data is presented. The settings available will depend on the visualization type that has been selected.

  • Legend - You now have the ability to turn the legend on and off as well as deciding its placement on the chart.
  • Grids - The vertical and horizontal grids can now be turned on and off.
  • Metric Chart title - The metric chart now also has titles and subtitles in line with all the other visualization types.

Chart Settings - Legend and Grids

Choropleth Chart
Support for US postal codes: You will now be able to see your MRR data by US state when you select the Choropleth visualization type. Visualizing your MRR data by country on a world map is also supported.

Heatmap Improvements
Support for negative values: It is now a lot easier to visualize negative values on a heatmap. This enables you to identify patterns by month across the MRR movement types.

Negative Values (Churn) on a Heat Map

Enhanced Syncing Options & Action Triggers in HubSpot

Our native HubSpot integration gives you all the information needed to sell and manage your customers while simultaneously driving marketing activities. As we continue to invest in strengthening our integration, we are very excited to announce that our Product Team has released new syncing options around your product catalog and customer data! Additionally, new subscription action triggers are available through the HubSpot user like:
  • Cancel & reactivate a subscription
Admin users can now enable the Chargify Product Catalog sync for one or more Chargify sites which will provide full flexibility in segmenting your revenue streams.The added action triggers are listed below:
  • Create deals in HubSpot when subscriptions are created”: The admin users can select whether the integration will auto-create deals in HubSpot when subscriptions are created inside Chargify using the Chargify public signup pages.
  • Create deals in HubSpot when existing subscriptions’ component allocations increase”: Select whether the integration will auto-create deals in HubSpot when existing subscriptions’ component allocations increases
  • The deal amount for component allocation change should be set to”: The user will select what values will construct the deal record “deal amount” property. Whether this is the prorated amount or the full amount for a mid period component allocation.
Interested in integrating your Chargify and HubSpot environments? Reach out to your customer success manager or support@chargify.com to get started!

For more information on our HubSpot integration, see our documentation here>

A/R Export Enhancements

As your company scales, having the ability to effectively reconcile your invoices becomes critical in servicing your customers, detecting fraud, and saving time and money on costly errors. Chargify's Accounts Receivable report breaks down outstanding balances into invoiced amounts, payments, and refunds. To provide more intricate detail for your finance and accounting teams, we are excited to announce a new export option to the A/R report!  

The Invoice Application Detail export will allow you to select an Invoice Issue Date option. The date range will give you a snapshot of your invoices for a particular period of time and their exact status relative to a payment. In addition to including all invoices, regardless of paid status, it will also show their respective refunds, credits, and applied payments. The ability to reconcile invoices has never been easier!

For more information on the Accounts Receivable report, see our documentation here>

Navigation Bar Enhancements

Our Product Design Team has been hard at work after receiving feedback from our customers! We are excited to announce some enhancements to the Chargify UI:
  • Search is now front and center and easy to get to
  • Quick actions are clearer and now under the “Create” button
  • Site switcher now shows subdomain alongside the site mode
These enhancements were made to improve the navigation in-app to make things easier to find. If you would like to provide any feedback, please reach out to your dedicated Customer Success Manager or support@chargify.com.

Finance Report Enhancement

Tracking your monthly performance in terms of total sales provides you and your team a pulse on your revenue flow that can help identify growth opportunities and trends. Chargify's Finance Report provides monthly totals of your Total Billed, Payments, and Expected Payments. It breaks down Total Billed into Sales, Discounts, Taxes, and Credits.
 
To more closely align with the data presented, we are excited to announce a modification to the report terminology. In both the UI and exports, the Revenue fields have been updated to Total Billed less Tax as the report measures sales performance based on billed amount.

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


Improvements to Product Catalog Navigation

Our Product Team has made some exciting new changes to Chargify's User Interface (UI) after collecting some feedback from our customer base! Although these changes are minor, the enhancements we made to the Product Catalog layout will look different than what you have been used to. 

We have now added pagination to the top of the Product Catalog to make it easier for you to navigate your product catalog across multiple pages, allowing you to scroll to the right page in your catalog. We have also added a 'Back' link to the Product, Component, and Coupon Details views such that after working with a particular product item, you are taken back to the same page in the catalog. 

This will make it easier to make several edits to products, components, and coupons in the same product family. For more information on managing products in Chargify, see our documentation here>

Enhanced UI for Customer and Organization Field Displays

Having options for detailing your customer records enables you to align the information in Chargify with how you manage your business. We know from our own customers, that some manage their business relationships on an individual contact level, while others manage via the organization level. 

Chargify now differentiates your customers as an organization or an individual contact. If you have populated the organization field for any customer, this information is now prominently displayed in many locations, including: 
  • Subscription Index
  • Subscription Record
  • Customer Index
  • Customer Record
If you do not use the Organization field in Chargify, the contact on the customer record will continue to be displayed. For more information on these changes, see our documentation here>

Enhanced Finance Report Now in General Availability

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>


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