Data and KPIs
Line charts are a great way to display your KPIs over a period of time. Combine several KPIs in one chart, compare data to different time periods, or use other custom settings.
The line chart allows adding up to 20 KPIs. Add an existing formula, edit it, or create a new formula right from the widget settings menu. You can also choose to drill down your metrics by specific parameters, based on the fields available in your data source that the formulas are built on.
For example, if you display the number of all leads, you can drill the data down by employee to see how many leads each employee has acquired over the selected time period.
Group by time
The line chart allows you to group data by time. Grouping by time will display all selected KPIs on a timely basis, depending on the selected time period.
For example, if you look at data from the previous 3 months, the widget will allow you to select between a daily, weekly, or monthly grouping. If you look at data from the current year, the widget will allow you to group data monthly, quarterly, or annually.
Compare to another time period
You can compare your data to a different time period on a line chart. The comparing options depend on the selected time period and the selected grouping (group by) method.
For example, if you set the time period to the current month and group by daily data, you can then compare your data to the previous day or the same day last week, month, or year.
Alternatively, if you set the time period to the current year and group by monthly data, you can compare the data to the previous month or the same month last year. This structure applies to all the available time period options.
Filter data by
If you add or drill down several KPIs on a line chart, it can become difficult to read the data. To improve the overview of your line chart, you can select to filter the data.
If you want to see all data, select Filter data by > All.
If you want to see data from specific teams or employees, select either the Teams or Employees option and add the teams or employees from the list.
You can customize the horizontal and vertical axes as well as the chart style. When editing, go to the Customize section in the upper-right corner. From there, you can add titles to your axes, change the position of the vertical axis, stack the columns, and more.