Area & Line Charts
A quick guide on how to use the area and line chart widgets.
The area and line charts are very similar – the only difference is that the area chart highlights the data areas. Here are some examples of how you can use the line and area charts:
- Add two formulas to the chart to keep track of two metrics.
- Add one formula and compare it to a previous time period.
- Add one formula and group your data by teams or employees.
The widgets display the number of won deals grouped by employees of one selected team.
Tip – Interact with the widgets
Feel free to interact with the widgets! Click on the legends such as the employee names, or hover over the lines to see the KPIs individually or summarized.
The granularity allows you to choose how to divide the data on your line and area charts. The granularity options are many, and they depend on your chosen time period. For example, if you select Current quarter, you can display the data in daily, weekly, or monthly data points. Set the time period to Month to date and split your data daily, weekly, or monthly.
Accumulate the data points and track the total progress of your performance. For example, use it to see the total value of closed deals, completed tasks, or others, within your chosen time period.
If you group your data by one group, you can compare the current KPI to one time period ago. See the number of deals this month vs. last month, the number of calls today vs. yesterday, and so on.
If you select to-date time periods such as Week to date or Month to date, you can compare the data to the last to-date period or last full period. For example, if the selected time period is Month to date, you can compare it to Previous period (previous month to date) or Last month (the entire last month).
Target Value vs. Compare to
The Target Value and Compare to options are mutually exclusive. It means that you can only compare the actual value either to a target value or a past time period.
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