Chart Settings

​

Accessing Chart Settings

1. Click the Edit button in the top-right corner of your dashboard

2. The dashboard enters edit mode
3. Click on any widget to select it
4. The settings panel opens on the right

Settings are organized into sections:

• Data: What data to pull and how to filter it
• X axis: How to group and sort categories (bar/line charts)
• Y axis: What to measure and how to display it (bar/line charts)
• Style: Colors, labels, and visual options

---

​

Data Settings

​

Source

Choose which object to pull data from.

1. Click Source
2. Select an object (Opportunities, People, Companies, etc.)

All your standard and custom objects are available. Changing the source resets other settings since field options depend on the selected object.

​

Filter

Limit which records are included in the chart.

1. Klicken Sie auf Filter
2. The filter builder opens
3. Click + Add filter
4. Select a field, condition, and value
5. Add more filters as needed

Filters work the same as in table views. Use them to focus on specific segments of your data. Example: Filter opportunities where Stage equals “Won” to show only closed deals.

---

​

X Axis Settings

These settings control the horizontal axis of bar and line charts—typically how your data is grouped into categories.

​

Data on display

Select the field to group your data by. This determines the categories shown on the X axis. Example: Select “Stage” to see data grouped by pipeline stage, or “Created date” to see data over time.

​

Date granularity

When grouping by a date field, choose the time period for grouping. The “of week/year” options aggregate across all time. Use Day of week to see which weekday typically gets the most deals. Use Month to see trends month by month.

​

Sort by

Control the order of categories on the X axis.

• Position – Uses the order defined in your Select field settings
• Alphabetical – A to Z (or chronological for dates)
• By value – Ordered by the metric (highest or lowest first)
• Manual – Drag to set your own order

Tip: For pipeline stages, use Position to show stages in your sales process order (Lead → Qualified → Proposal → Won).

​

Omit zero values

Hide categories that have zero or no data.

• On: Categories with no records are hidden
• Off: All categories are shown, even if empty

Use this to clean up charts with sparse data.

---

​

Y Axis Settings

These settings control what you’re measuring and how it’s displayed.

​

Data on display

Select the field and operation to calculate your metric.

• Counts – Count all, Count empty, Count not empty, Count unique values
• Math – Sum, Average, Min, Max (number fields)
• Percentages – Percent empty, Percent not empty

Boolean fields add Count true/false. Aggregate charts with date fields show Earliest/Latest. Example: Select “Amount” with Sum to see total deal value per category, or Count all to see number of deals.

​

Verhältnis

For Select, Multi-select, or Boolean fields, you can calculate the percentage of a specific value.

1. Select a Select, Multi-select, or Boolean field
2. Enable Ratio
3. Choose the option to measure

Example: Show “Won” deals as a percentage of all opportunities. If you have 10 Won out of 50 total, the chart shows 20%.

​

Group by

Add a second dimension to create multiple series (multiple bars or lines).

1. Set your X axis field first
2. Click Group by
3. Select a second field

Example: Group deals by Stage (X axis) AND by Owner (Group by) to see each person’s pipeline breakdown side by side. When Group by is set, you’ll see multiple colors in your chart and a legend appears.

​

Date granularity

When Group by is a date field, choose the time period (same options as X axis).

​

Sort by

When Group by is set, control the order of grouped series (e.g., which owner’s bar appears first within each category). Same options as X axis sorting—Position, Alphabetical, and Manual—except value-based sorting is not available for secondary grouping.

​

Cumulative

Show running totals instead of individual values.

• Off: Each bar/point shows its own value
• On: Each bar/point shows the sum of all previous values plus its own

Example: January = 10, February = 15

• Cumulative off: Shows 10 and 15
• Cumulative on: Shows 10 and 25 (10 + 15)

Use cumulative to track progress toward a goal over time.

​

Min range / Max range

Set fixed minimum and maximum values for the Y axis.

• Leave blank for automatic scaling
• Enter a number to fix the boundary

When to use:

• Set Min to 0 for accurate visual comparisons
• Set both for consistent scales across multiple charts
• Focus on a specific value range by setting both

---

​

Style Settings

​

Colors

Set the color scheme for your chart. Choose from a variety of color palettes.

​

Axis name

Choose which axis labels to show: None, X axis, Y axis, or Both (bar and line charts only).

​

Stacked bars / Stacked lines

When Group by is set, choose how multiple series are displayed.

• Off (Grouped): Series appear side by side. Use when comparing exact values between groups.
• On (Stacked): Series stack on top of each other. Use when showing composition—how parts make up a whole.

Example: Deals by stage, grouped by owner

• Grouped: See each owner’s exact numbers side by side
• Stacked: See total deals per stage, with each owner’s contribution stacked

​

Data labels

Show values directly on chart elements (bars, points, slices).

• On: Values appear on the chart
• Off: No values shown (cleaner look)

​

Legend

Show or hide the legend (only appears when Group by is set).

• On: Legend shows what each color represents
• Off: No legend displayed

---

​

Chart-Specific Notes

​

Tortendiagramme

• Each slice represents – Define how slices are grouped
• Hide empty category – Remove zero-value slices
• Show value in center – Display the aggregate value (sum, average, count, etc.)

​

Aggregate charts

• Prefix – Add text before the number (e.g., $)
• Suffix – Add text after the number (e.g., %)