Dashboards and charts

A Charts view turns a sheet into numbers and charts. Nothing is re-entered — it reads the records you already keep, so it is never out of date.

Build one

1. Add a Charts view to a sheet, or open a dashboard in your space.
2. Add a widget.
3. Choose the source — a sheet and, usually, a view. Pointing a widget at a filtered view is the easiest way to chart a subset.
4. Choose what to measure: count, sum, average, minimum, maximum or distinct count.
5. Choose what to break it down by — a field, or a time bucket (day, week, month, quarter, year).

Pick the form to match the question

• One number — open projects, overdue items, revenue this quarter. A single big number beats a chart nobody reads.
• Bar — comparing categories: items per client, hours per person.
• Line — change over time. Pair it with a month time bucket.
• Breakdown — composition: how the pipeline splits across stages.

Make it readable

• One question per widget. If a chart needs a paragraph of explanation, it is two charts.
• Filter at the source. Charting archived records alongside live ones flattens everything that matters.
• Colour by what a colour means — status or category. Colouring one measure in five colours adds nothing.

Where to put it

Embed a dashboard on a space home page and it becomes the first thing the team sees, instead of something they remember to open.

Related: Filter, sort and group · Views: see the same data 12 different ways · Who can see a dashboard?