How can I create charts under record-level analytics?
Charts are a graphical representation of data.
Follow these steps to create a chart:
- Open a CRM record.
- Click the Analytics widget displayed on the right.
- Click ‘+’ to add a widget under Analytics.
- Enter the widget name.
- Select a related module.
- Select the widget type as Chart.
- Select the type of chart you want to create – Pie chart, Donut chart, Vertical Bar chart, Horizontal Bar chart, or Line chart.
- Select the field based on which you want to group data under Group By.
- Select the Data Field to display.
- Set up conditions (optionally) on fields.
- Click Save.
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