This feature is only available in the new Insightly.
You'll see a lot of options when you create or edit a Dashboard Card. Some of these options will change depending on the chart type or data you select.
- Data Source - The record type/object your chart will be focused on. The categories and fields below this will be based on your selection.
- Categories and Values - Lists of fields from your data source. Categories -- also called "dimensions" -- contain text, date, or boolean (true/false) data, like close dates or pipeline stages. Values contain fields that can be measured or used for calculations, like expected revenue or lead ratings. You'll drag selections from these lists to DRAG FIELD HERE slots on the right to plot, filter, group, or sort your data on the chart.
- Calculated Fields - A "make your own field" option. Using SQL, you can create your own field based on calculations from your data. For example, win rates or the number of closed opportunities aren't available fields, but they can be calculated and added to the value list for your charts. You might need to find someone to help you with these if you're not familiar with SQL.
- Filters, Sorting, and Limit Rows Shown - Drag fields here and/or enter a number to limit and display the data on your chart. For example, maybe you only want to see ten values over $1,000 and sort them in descending order to see your top ten deals.
- Date Range Field - Choosing a date field from this dropdown lets you filter your data by a date range using the Date Range dropdown above the chart on the right. They're nowhere near each other just to keep things interesting.
- Chart Properties - Further customize your chart by changing the labels and other details.
- Chart Title and Description - A title is required for every Dashboard Card. A description will help you remember what it's all about when you share it or come back to check it out after you've been on vacation.
- Chart Elements (x-axis, y-axis, group, etc.) - These fields will vary depending on the chart type you select. A line chart will have an x and y axis. A pie chart will contain slices and values.
- Chart Display - The chart is displayed as you build it. A picture is worth a thousand words. Or 466, in the case of this article.
- Date Range Selector - Limits your data by date if you've chosen a Date Range Field (#5). This is great for always keeping a card up-to-date by choosing something like "Last 7 days" or "This Week."
- Chart Types - Choose the type of colorful image you'd like to see. Bars, lines, pies, gauges, and scattered bubbles. We've got it all.