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How do I create charts under record-level analytics?

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Creating charts under record-level analytics
Charts are a graphical representation of data. 

Follow these steps to create a chart:
  1. Log in to your CRM account.
  2. Open a CRM record.
  3. Click the Analytics widget displayed on the right. 
  4. Click Create to add a widget under Analytics.
  5. Enter the Widget name.
  6. Select a Related module from the drop-down.
  7. Select the widget type as Chart from the drop-down.
  8. Select the type of chart you want to create – Pie chart, Donut chart, Vertical Bar chart, Horizontal Bar chart, or Line chart.
  9. Select the field based on which you want to group data under Group By.
  10. Select the Data Field to display. 
  11. Click Add Conditions to set up conditions (optionally) on fields.
  12. Click Save.
To learn more about record analytics, click here.
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