This data visualization is best used to understand the cumulative effect that some values introduced sequentially have, whether they are time-based or category-based, on the starting value.
You can use this visualization to understand the composition of your pipeline. Out of the total of your opportunities, it will show how many belong to each stage to understand how the total is formed.
Select the view you want to use as the base for your widget. You can use a saved view or select "Embedded View" and create a new one for this widget.
Choose the application you would like to use for the data for the widget.
You can adjust the filters from a previously saved view or add filters just for this widget.
For more information on filters see the following article:
Defaults to Count. If a field is selected then, a new field called calculation will appear, you can choose between sum, average, max, and min.
Horizontal Axis Title: add a title to the horizontal axis.
Vertical Axis Title: add a title to the vertical axis.
Show Labels: When enabled it will show the name of data in the Vertical Axis.
- Auto Fits in the labels automatically.
- Wrap adjusts the text in two or more lines when there is not enough space to display them in a single one.
- Stagger interleaves the values one up and one down for a better fit in a single line.
- Rotate. 90º rotation of the labels.
Show Legend: When enabled includes the color code with values of the field used to group the data. It is displayed at the bottom of the widget.
Show Values: When enabled it shows the total of days inside each section of the widget, and not just on hover over.
Place Values Inside: places all values inside the bars.
Rotate Values: 90º rotation of the column values. Requires Show Values.
Show Top N: If you enter in the number 5 the chart will display the top 5 records based on the filters you chose earlier.
Default Format: When disabled, override the default format.
Number Prefix: Add a prefix to the numbers in the widget, from letters to symbols.
Format Large Values: When enabled, it will apply the required format to simplify the quantities, for example, it will transform 14,000,000 to 14M
Target Value: Assign the target value that will be identifiable in the chart as a line.
Line Color:Use the color picker to assign a color to the line.
Label: Optional. If empty it will show the target value.