Point a widget at data

Every data widget (bar, line, pie, KPI, gauge, and record list) is configured the same way. Select a widget in edit mode to open its config panel, docked beside the board on desktop and as a sheet on mobile. The Data section is where you tell the widget what to measure.

Data source

Start by choosing a data source: the records the widget reads.

• Entities: Contacts, Tickets, or any custom entity in your workspace.
• System resources: threads, messages, and articles.

Metric

The metric is the number the widget reports. Pick it with the two-step picker:

• Count records counts how many records match.
• A field operation measures a field: sum, average, minimum, maximum, or percentage.

The operations offered match the field's type. Numeric fields allow sum and average, while text fields do not, so you only ever see valid choices.

Category

The category is the field the widget groups by. It becomes the bars on a bar chart, the points along a line chart, or the slices of a pie chart.

• Drill down through a relationship. You can group by a field on a related record, for example Tickets grouped by their Contact's Company.
• Granularity appears for date fields. Bucket dates by day, week, month, quarter, or year, or by day-of-week and month-of-year.
• Sort the categories by value (biggest first) or by name.
• Limit the chart to the top few categories by that sort.
• Omit empty hides the bucket for records that have no value.

Series

On bar and line charts you can add a series: a second field that splits each category into sub-groups. A "Tickets by month" bar chart with a "Status" series shows each month broken into its statuses. Clear the series to collapse back to a single value per category.

Filters

Add filters to narrow which records the widget counts. Filters use the same condition builder found elsewhere in the app, so you can combine conditions like "Status is Open" and "Created this quarter". Filters apply before the metric is calculated.

Next steps