How to Add a Chart to Your Dashboard
How to Add a Chart to Your Dashboard
Section titled “How to Add a Chart to Your Dashboard”Dashboard charts give you a visual summary of your data — pipeline value by stage, deals won per month, activity counts by team member, and more. You can build a personalized dashboard that shows exactly what matters to you.
Adding a Chart
Section titled “Adding a Chart”- Go to your Dashboard (click the home icon or navigate to the dashboard page)
- Click Edit Dashboard (or the pencil icon)
- Click Add Widget
- Select Chart as the widget type
- Configure the chart:
- Entity — Which records to chart (e.g., Opportunities, Activities, Invoices)
- Chart type — Bar, line, pie, funnel, or donut
- Measure — What to count or sum (e.g., count of records, sum of deal value)
- Group by — How to break down the data (e.g., by stage, by month, by owner)
- Filters — Optionally filter the data (e.g., only deals closing this quarter)
- Click Save
The chart appears on your dashboard and updates automatically as your data changes.
Chart Types and When to Use Them
Section titled “Chart Types and When to Use Them”| Chart type | Best for |
|---|---|
| Bar | Comparing values across categories (deals by stage, revenue by month) |
| Line | Tracking trends over time (new leads per week, revenue growth) |
| Pie / Donut | Showing proportions (deals by source, contacts by region) |
| Funnel | Visualizing conversion through stages (sales pipeline) |
Arranging Your Dashboard
Section titled “Arranging Your Dashboard”- Drag widgets to reorder them
- Resize by dragging the edges of a widget
- Remove by clicking the close icon on a widget
Example Dashboard Setup
Section titled “Example Dashboard Setup”A sales manager might set up:
- Funnel chart — Pipeline value by stage
- Bar chart — Deals won per month
- Pie chart — Revenue by source
- Line chart — New leads per week