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Chart widgets
Chart widgets turn raw data from tasks, invoices, time entries, transactions, contacts, proposals, and contracts into visual patterns. Five chart formats cover every common visualisation need: bar, line, pie, polar, and scatter. Each format connects to the same data sources and supports the same aggregation options, so the choice of chart depends on how the data reads best, not which data source is selected.
Chart types and when to use each
- Bar charts compare quantities across categories, like revenue per project or tasks completed per team member.
- Line charts show trends over time, like weekly invoiced amounts or daily task completions.
- Pie charts display proportions, like task status distribution across a project or revenue split by client.
- Polar charts plot multi-axis data in a radial layout, useful for comparing several metrics across categories simultaneously.
- Scatter charts map individual data points across two axes, helpful for spotting correlations like time spent vs. revenue earned per project.
Data sources and aggregation
Every chart widget connects to a data source: tasks, invoices, time entries, transactions, contacts, proposals, or contracts. The aggregation method determines how data gets summarised into the chart: count tallies entries, sum totals a numeric field, average calculates the mean, and min/max pull the extreme values. A bar chart might count tasks grouped by status, while a line chart sums invoiced revenue grouped by month.
Configuring axes, colours, and labels
Axes, legend labels, and colour palettes are all adjustable per chart. The X and Y axes can be assigned to different fields depending on the data source, and labels clarify what each axis represents. Colours can be customised per data series, so charts match your workspace's visual style or highlight specific categories.
Combining multiple data series
Multiple data series can be layered on a single chart, which means a bar chart comparing revenue across projects can include a line series showing hours logged alongside the revenue bars, all on the same widget.
