FAQs in this section
How can I extend my trial period?
How can I logout from Vtiger CRM?
What is a sales pipeline?
What is the Standard pipeline?
Can I have multiple pipelines in Vtiger CRM?
How can I create a new pipeline?
Can I reuse stage names across pipelines?
Can I delete a pipeline?
Can I restore a deleted pipeline?
Can I delete a sales stage?
What are the limitations on custom stage names?
What is the maximum number of pipelines I can set up?
What is the maximum number of sales stages I can have in a pipeline?
What changes are allowed on the Standard pipeline?
What are the benefits of having multiple sales pipelines?
What are record-level analytics?
How can I create a list under record-level analytics?
How can I get key metrics for a record by using record-level analytics?
What actions can I perform on record-level analytics?
How can I update a CRM record?
Can I get a demo of V8?
What is Quick Create?
How can I use Quick Create?
What are the benefits of using Quick Create?
How can I access settings in Vtiger CRM?
How can I change my CRM settings?

How can I create charts under record-level analytics?

Charts are a graphical representation of data. 

Follow these steps to create a chart:
  1. Open a CRM record.
  2. Click the Analytics widget displayed on the right. 
  3. Click ‘+’ to add a widget under Analytics.
  4. Enter the widget name.
  5. Select a related module.
  6. Select the widget type as Chart.
  7. Select the type of chart you want to create – Pie chart, Donut chart, Vertical Bar chart, Horizontal Bar chart, or Line chart.
  8. Select the field based on which you want to group data under Group By.
  9. Select the Data Field to display. 
  10. Set up conditions (optionally) on fields.
  11. Click Save.
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