e3757f300a
Created by Github action --------- Co-authored-by: github-actions <github-actions@twenty.com>
132 lines
2.7 KiB
Plaintext
132 lines
2.7 KiB
Plaintext
---
|
|
title: Widgets
|
|
description: Explore the widget types and visualization options in Twenty.
|
|
---
|
|
|
|
## Available Widgets
|
|
|
|
Twenty provides various widget types to visualize your CRM data.
|
|
|
|
### 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
|
|
|
|
<Note>
|
|
**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).
|
|
</Note>
|
|
|
|
### 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
|
|
|
|
### 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
|
|
|
|
### 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.
|
|
|
|
### 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
|
|
|
|
<Note>
|
|
**Coming soon**: Gauge charts and tables are not yet available but are on our roadmap.
|
|
</Note>
|
|
|
|
## Configuring Widgets
|
|
|
|
### 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
|
|
|
|
### Grouping
|
|
|
|
Group data by:
|
|
|
|
* Fields (stage, owner, industry)
|
|
* Time periods (day, week, month, quarter)
|
|
* Custom segments
|
|
|
|
### Styling
|
|
|
|
Customize your charts with:
|
|
|
|
* Colors and themes
|
|
* Labels and legends
|
|
* Size and positioning
|
|
|
|
### Duplicating Widgets
|
|
|
|
1. Click on the widget
|
|
2. Open **Options**
|
|
3. Click **Duplicate widget**
|