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Available Widgets

Twenty provides various widget types to visualize your CRM data.

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Bar Charts

Display data as horizontal or vertical bars. Best for:
  • Comparing values across categories
  • Showing rankings
  • Tracking metrics by time period
Example uses:
  • Deals by stage
  • Revenue by sales rep
  • Contacts added per month
Display limits: Bar charts can show a maximum of 100 bars (horizontal) or 50 bars (vertical). If you see the warning “Undisplayed data: max X bars per chart”, add filters to narrow down your data or change the grouping (e.g., group by week instead of days).

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Pie Charts

Show proportions of a whole. Best for:
  • Showing composition or distribution
  • Comparing parts to whole
  • Highlighting major segments
Example uses:
  • Deal distribution by source
  • Contact breakdown by industry
  • Pipeline composition by owner

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Line Charts

Display trends over time. Best for:
  • Tracking changes over time
  • Identifying trends
  • Comparing multiple metrics
Example uses:
  • Monthly deal count trend
  • Revenue growth over quarters
  • Activity levels over time

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Number Metrics

Display single key values prominently. Best for:
  • Highlighting KPIs
  • Showing totals or averages
  • Quick status checks
Example uses:
  • Total pipeline value
  • Number of open opportunities
  • Conversion rate
Advanced options:
  • Ratio: For Select fields, calculate ratios between values. Go to Data on display → select your field → enable the Ratio option.
  • Prefix & Suffix: Add custom text before or after the number (e.g., ”$” prefix or ”%” suffix) for better readability.

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iFrames

Embed external tools and content directly in your dashboard. Best for:
  • Displaying external reports or dashboards
  • Integrating third-party sales tools
  • Showing live content from other systems
Example uses:
  • Metrics from your Support tool
  • Metrics from your dialer
  • Live content from your Sales sequence tool
Coming soon: Gauge charts and tables are not yet available but are on our roadmap.

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Configuring Widgets

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Data Source

  1. Select the object to visualize (Opportunities, People, etc.)
  2. Choose the metric to display (count, sum, average)
  3. Apply filters to focus on specific data

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Grouping

Group data by:
  • Fields (stage, owner, industry)
  • Time periods (day, week, month, quarter)
  • Custom segments

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Styling

Customize your charts with:
  • Colors and themes
  • Labels and legends
  • Size and positioning

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Duplicating Widgets

  1. Click on the widget
  2. Open Options
  3. Click Duplicate widget