Charts

Package: BASIC

1. General

The charts function in the list view allows a graphical representation of the data in the current module.

2. Displaying Charts

Clicking on the Charts icon in the list view toolbar displays the chart area above the list.

List View – Show Charts Button

When no chart has been configured yet, the chart area appears empty:

List View – Empty Chart Area

On mouseover of the chart area, action icons appear:

List View – Chart Area Actions

3. Creating a Chart

Clicking Create new chart opens a popup in which a new chart can be configured:

Popup – Create New Chart

After saving, the chart is displayed in the chart area:

Chart Example – Customers by Industry

4. Selecting a Chart

If multiple charts have been created, a specific chart can be selected via the chart selection popup:

Popup – Select Chart

5. Chart Actions

The following actions are available for charts:

Chart Actions

6. Editing Chart Parameters

Chart parameters can be adjusted at any time via the edit popup:

Popup – Edit Chart Parameters

7. Practical Examples

1 – Leads by Source as a Pie Chart

The marketing team wants to see at a glance which channels are generating the most leads. In the list view of the Leads module, the chart area is shown by clicking Show Charts, then Create new chart is clicked.

In the Name and Description step, the name "Leads by Source" is entered and visibility is set to Public so all team members can use the chart. In the Select Field step, the field Lead Source is selected with the aggregation method Count. No additional grouping is added. The chart type Pie Chart is chosen. After saving, the chart appears above the list view and shows the percentage distribution of leads by source.

2 – Sales Activities by Team Member as a Bar Chart

A sales manager wants to see how many open tasks each team member has in the Tasks module. In the list view — either the default view or a custom filtered view — a new chart is created.

The field Assigned To is selected with the aggregation method Count. No additional grouping is set. The chart type Vertical Bar Chart is chosen. The finished chart shows the number of open tasks per team member at a glance. Visibility is set to Public so other managers can also display the chart.

3 – Open Deals by Status as a Donut Chart

The sales team wants to see at all times how the pipeline is distributed across status stages in the Deals list view. A new chart named "Pipeline by Status" is created.

In the Select Field step, Status is selected with the aggregation method Count. The chart type Donut is chosen. The chart is shared as Public and is therefore available to all sales staff. Since the chart is saved independently of the active view, it can be added to other views of the same module at any time via Select Chart.

8. Frequently Asked Questions

What is the difference between "Remove" and deleting a chart?

Remove simply hides the chart from the current view — it remains saved and can be displayed again at any time via Select Chart. A chart is only permanently deleted when the Delete action is selected from the flyout menu in the Charts popup (accessible via Select Chart).

Why can't I see a colleague's chart in the selection list?

Charts with Private visibility are only visible to the user who created them. Only charts set to Public are available to all users.

Can I use the same chart in multiple list views of the same module?

Yes. A saved chart can be added to any view of the same module via Select Chart — regardless of which view it was originally created in.

Can I use the same chart across different modules?

No. A chart is always tied to the specific module selected during creation. A separate chart must be created for each module.

How many charts can I display at the same time in one view?

There is no fixed limit. Multiple charts can be displayed side by side in a list view. New charts are added via the plus icon to the right of an existing chart.

Does a chart respond to filters set in the list view?

Charts in the list view are based on the active view and its filter configuration. If additional filters are applied in the list view, they directly affect the data displayed in the chart.