Chart widgets¶

A chart widget summarizes one of your cards — grouped and aggregated — as a bar, line, pie, donut, or single number.

Configure a chart¶

When you add a Chart widget (or open its ⋮ menu and choose Edit to reconfigure one), you'll set:

Source card — which card's records the chart reads from
Group by — the field whose values become the chart's categories (e.g. "Status", or a date field)
Date bucket — only shown when the group-by field is a date: roll records up by day, week, month, quarter, or year. A second group of "seasonality" buckets — week/month/quarter of year — folds every year together instead, so you can compare, say, all Januaries against each other rather than January of each year separately.
Measures — how to summarize each group. Each measure row picks a saved Measure — a reusable, named aggregate like "Total Revenue" (Sum of Amount) or "Deal Count" (Count) — from a dropdown, with a + Create new measure… option if you haven't defined the one you need yet. The same measure can be reused across other charts, maps, and calendars built from this card.
Chart type — Bar, Line, Pie, Donut, or Number
Sort — order groups by value (high-to-low or low-to-high) or alphabetically by label

A live preview updates as you change these settings, so you can see the result before saving.

Multiple measures¶

A chart isn't limited to one measure — click + Add measure to add more, e.g. both Count and Sum of Amount on the same "by Status" chart.

By default each measure renders as its own small chart, side by side, rather than being squeezed onto one shared axis — two measures rarely share the same scale (a deal count of 1–20 next to a dollar sum in the tens of thousands would make one of them unreadable), so each gets a chart sized to its own values. View as table shows every measure as its own column instead.

For bar and line charts with 2+ measures, a Layout setting lets you switch to Combined — one chart with a series (grouped bars, or several lines) per measure, sharing one axis. Only combine measures that are actually comparable in scale; if one is much larger than the other, the smaller one will flatten out near zero.

Pie and donut charts only support one measure — a pie represents parts of a single whole, so a second measure doesn't have a meaningful slice to draw. Switching to Pie or Donut with several measures configured keeps just the first one.

Line chart options¶

A line chart has two extra settings:

Fill area under line turns the line into a filled area chart — useful for emphasizing cumulative volume rather than just a trend.
Show scrollbar (shared with bar charts) adds a draggable range brush below the chart, so a widget with many categories can be scrolled/zoomed instead of squeezing every label to fit.

Coloring¶

Chart colors follow a simple rule, not a free color picker:

Bar, line, and number charts use a single accent color by default — there's one thing being measured, so one color reads clearest. On a bar chart you can optionally turn on "Color each bar by category" if the categories themselves are the interesting part (e.g. distinguishing statuses at a glance).
Pie and donut charts always color by category, since each slice is a category. To keep the chart readable, only the largest 6 segments get their own color — everything else is folded into an "Other" slice.

Category colors are assigned consistently — a status like "Won" keeps the same color no matter how you sort the chart or which categories happen to be present.

Viewing as a table¶

Every chart has a View as table toggle in its top-right corner — useful for reading exact values, or if you'd rather not rely on color to tell categories apart.

Access¶

A chart widget only shows what its viewer already has access to. If a workspace member doesn't have access to a chart's source card, they'll see a "you don't have access to this card's data" message instead of the chart — the rest of the dashboard still works normally.