Creating charts under record-level analyticsCharts are a graphical representation of data.
Follow these steps to create a chart:
- Log in to your CRM account.
- Open a CRM record.
- Click the Analytics widget displayed on the right.
- Click Create to add a widget under Analytics.
- Enter the Widget name.
- Select a Related module from the drop-down.
- Select the widget type as Chart from the drop-down.
- 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.
- Click Add Conditions to set up conditions (optionally) on fields.
- Click Save.
To learn more about record analytics, click
here.