Check out the Introduction to Dashboards article to understand the basics of working with widgets.
The Chart Widget provides a visual way to display the amount of work at each stage of a workflow, the distribution of sales data across regions, the fluctuations in an important KPI over time, or any other quantitative information that is important to your business.
With a variety of display formats that include line, bar, column, pie and donut types you'll find the perfect way to visualize your information. Size your chart widgets, or drag and drop them to create the perfect combination of data to illustrate your progress across a department or business function.
If you give another team member permission to edit a current dashboard, they can edit the widget’s properties and select another report as a source of data.
Use the chart’s legend exactly the same way as you do in a native Chart view,
so that you can easily manage data that the chart displays!
The Chart Widget has the following features:
Select from a long list of chart types to display your data, including the following:
Add one or more series of data to your chart by selecting from the list of available fields. Fields that contain numbers can be aggregated with SUM, MIN and MAX operators, and text and list types can be counted to get you a total to display on the chart.
It's easy to use just a subset of your data in a chart by specifying a filter. Filters will match the conditions you specify (Status is "Closed" or Price greater than "$100" for example) to narrow the lens and look at specific ranges in your data.
You can specify a grouping to organize your chart data series. You might select a value of "Total Sales" and then group by "Sales Region" to compare your east and west sales teams, or group by Customer Service Team when you're counting the number of incidents they've handled over a particular period.
The totals feature allows you to roll up and display information for particular data series. You might select the "Opportunity Amount" from your sales app and display a call out that prominently displays the sum of all of this month's active opportunities, while using the chart to break the amounts down by sales rep.
When you're tracking key indicators it's extremely helpful to have a visual indicator for the target or goal. You can do this easily with a Benchmark Line, displaying a threshold line at a particular number value to demonstrate what the expected level is - and then see at a glance whether it is being achieved.