Custom chart
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Custom chart

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Article summary

Who’s this for: RevOps 
Where to go: Deals > Dashboards 
Who can do this: Individuals with permission to manage revenue analytics

What’s a custom chart

Custom charts are visual representations of data tailored to meet your company’s business needs. You can use them to create unique visualizations filtered and broken down by any predefined criteria.

Building a custom chart

To build a new custom chart:

  1. Select your dashboard, click +New widget and select Custom chart from the gallery.

  2. In the dashboard header, click to rename your widget and, optionally, + Add description.

  3. By default, you are required to select a metric; however, you can base the chart on a custom analysis made on the fly (and not saved to your metric list). If your metric list includes the analysis type you need, select the metric and proceed to the next step.

How to find the right metric

Hovering over any of the metrics displays a card detailing the metrics calculation, the fields it’s based on, and the conditions applied to it.

If you can’t find the metric you need for this widget, you have two options:

  • From the metric selection dropdown, click Manage metrics, create a new metric or edit an existing one, and then pull it to your custom chart.

  • Click Custom analysis and then select the aggregation type and field (ex: Count deals). This analysis is used locally by your widget and isn’t saved to your company’s metric repository.

  1. After selecting the analysis type, you’ll notice two filters are added to the chart, and the team member and date fields are set to be dynamic and respond to whatever is selected in your dashboard. You can change them to fixed values.

    Note:

    If you select fixed values for the team member and period, the widget would no longer respond to selections made on the dashboard level.

  2. In addition to the two filters, you may add any filter that defines which deals qualify for the analysis. For example: deals in which Sales qualified is true and Deal stage is neither Closed-won nor Closed-lost.

  3. Select how to break down the data. You can add up to two breakdown levels. A two-level breakdown allows a wider display variety, like stacked vertical/stacked horizontal bars. You can break it down by:

  • Team member fields (ex: Owner, Created by). In this case, you should select the level of granularity (teams/individuals).

  • Date fields (ex: Close date, Created date). In this case, you should select the level of granularity (days, weeks, etc.).

  • Any lookup/text field (excluding rich text).

  • You cannot break the data by a numerical or rich text fields.

  1. Select your drilldown view: the deal board that opens up when viewers click to inspect the deals included in the widget. The selected drilldown view inherits the column selection and their order from the selected deal board, as well as the warning configuration, but not the deal board filters.

  2. Validate your setting by selecting different options on the preview pane.

  3. When you’re happy with the Preview results on the right, click Save.

Best practices

To make the most out of custom charts, we recommend:

Avoiding grouping by fields with high cardinality

Avoid using widgets that group by fields with high cardinality, as they can be difficult to read.


Visit our Academy and find out how to utilize your dashboards to boost efficiencies and refine revenue operations


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