

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 | 🚫 | ✅ | ✅ | ✅ | ✅ |
Line chart | ✅ | ✅ | ✅ | 🚫 | ✅ |
Area chart | ✅ | ✅ | ✅ | 🚫 | ✅ |
Column chart | ✅ | ✅ | ✅ | ✅ | ✅ |
Donut chart | ✅ | ✅ | ✅ | ✅ | ✅ |
Leaderboard | 🚫 | ✅ | ✅ | 🚫 | 🚫 |