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General grouping options

You can group data by employees, teams, and sometimes time and custom fields. Say you have a formula that counts the Number of Opportunities in your data source. Here are some examples of how you could group the data:

  • Group by employee on a table widget and see how many opportunities each created.

  • Group by custom field on a donut chart – choose a field from your data source, such as Stage, and see how many opportunities you have in each stage.

  • Group by team on a leaderboard – the widget will show, in descending order, how many opportunities got created by each team.

Here's an overview of widgets and their grouping options:

One group

Employee

Team

Time

Custom field

Table widget

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Line chart

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Area chart

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Column chart

Donut chart

Leaderboard

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Timeline

no grouping