The power of SmartSuite's native chart view—but in widget form! Easily create, customize, and display interactive charts directly on your dashboard for quick insights at a glance.
Plan Availability | All plan types |
Permissions | Guests, General Access |
Related Reading |
Introduction
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.
Any other quantitative information that is important to your business.
Key Points
Data Source: Chart Widgets can retrieve data from tables in any solution.
Display Formats: Options include line, bar, column, pie, and donut charts.
Customization: Adjust the size and position of widgets for optimal data visualization.
Note: Chart Widgets can retrieve data from Tables in any Solution.
Uses
Editing Permissions: Team members with editing permissions can modify widget properties and select different data sources.
Interactive Legend: Use the chart’s legend as in the native Chart View to manage displayed data easily.
Settings
Tailor your chart widget to display data exactly how you need it. Choose from various chart types, configure data values, apply filters, group results, and customize visual elements like totals and benchmark lines. With dynamic filters and advanced options, you can refine your charts for deeper insights and better readability.
Chart Type
Choose from a variety of chart types, including:
Chart Values
Add one or more series of data by selecting fields. Numeric fields can be aggregated using:
SUM
MIN
MAX
Text and list types can be counted to display totals.
Filters
Specify conditions to focus on a subset of your data, such as:
Example 1: Status is "Closed"
Example 2: Price greater than "$100"
Grouping
Organize your data by grouping values:
Compare "Total Sales" by "Sales Region."
Analyze incident counts by "Customer Service Team."
Note: For bar and column charts without grouping, you can sort values:
Sort by First to Last or Last to First.
Charts reorder dynamically based on selection.
Chart Totals
Highlight rolled-up information for specific data series. For example:
Display the sum of all active opportunities this month.
Break down opportunities by sales rep.
Benchmark Line
Add a visual target line to track key indicators:
Set a threshold value to monitor goals.
Quickly see whether targets are met.
Dynamic Filter
Set filters for data that can change over time with a single click, such as status, priority, or numeric fields.
Advanced Options
Provides additional customization, including the ability to show data labels, Dots, X axis values, Y axis values on the chart for better readability.
Practical Scenarios and Use Cases
1. Sales Performance Tracking
Scenario: A sales manager wants to monitor the monthly revenue generated by different sales representatives.
Solution: Use a bar chart in the Chart Widget to visualize total sales per representative, making it easy to compare individual performances and identify top sellers.
2. Project Progress Analysis
Scenario: A project manager needs to track the number of tasks completed at each stage of a workflow.
Solution: Configure a column chart to display task distribution by status (e.g., "To Do," "In Progress," "Completed"), helping the team stay on top of project milestones.
3. Customer Support Metrics
Scenario: A customer support team leader wants to analyze the number of tickets received and resolved over time.
Solution: Create a line chart to track support ticket trends, helping the team forecast workload and improve response times.