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Documentation Index

Fetch the complete documentation index at: https://docs.twenty.com/llms.txt

Use this file to discover all available pages before exploring further.

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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.
Bar chart
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, and 50 groups per bar when using Group By. 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.
Pie chart
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.
Line chart
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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Aggregate Charts

Display single key values prominently.
Aggregate chart
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.
iFrame
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

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Rich Text

Add formatted text and content directly to your dashboard.
Rich text
Best for:
  • Adding context or instructions
  • Dashboard descriptions
  • Notes and annotations
Features:
  • Rich text formatting (bold, italic, lists, etc.)
  • Image and file uploads
  • Markdown-style editing
Coming soon: Gauge charts and tables are not yet available but are on our roadmap.

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Duplicating Widgets

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