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Chart Widget

The Chart widget displays your data visually as a line chart or bar chart. It pulls live data from your records and plots it over time or by category, so you can see trends and patterns at a glance. Charts update automatically as your data changes - no manual refreshing or exporting required.

When to use it

  • Visualizing monthly revenue over time on a sales dashboard.
  • Showing the number of new leads coming in per week or per month.
  • Tracking how many tasks are completed per day or per week.
  • Comparing deals by status category - how many are Open, Won, or Lost.
  • Displaying new customer sign-ups over time.
  • Monitoring any numerical metric that benefits from a visual trend view.

How to configure it

  1. Open the layout editor for the dashboard or page where you want the chart.
  2. Click Add Block in the desired position.
  3. Select Widget from the block type list, then choose Chart .
  4. Select the object type whose records should be used as the data source (e.g. Deals, Leads, Orders).
  5. Choose the field to plot - typically a number field (like Amount or Count) or a date field for time-based charts.
  6. Select the time range to display (e.g. last 30 days, last 12 months).
  7. Choose between Sum (total the values) or Count (count the number of records) for how the data is aggregated.
  8. Select the chart type (line or bar).
  9. Save and publish your layout.
Use Count when you want to see how many records exist (e.g. how many leads came in per week). Use Sum when you want to total a numeric field (e.g. total revenue per month from the Amount field).

Example

You run a small services business and track invoices in Engine Awesome. Each invoice has an Amount field and a Date field. You add a Chart widget to your sales dashboard and configure it to show the SUM of the Amount field on your Invoices object, grouped by month, for the last 12 months. The chart renders a line showing your monthly revenue over the past year - you can immediately see which months were strong, spot slow seasons, and use that to plan ahead. The chart updates automatically whenever a new invoice is saved.

Tips

  • Charts work best with date fields - make sure your object type has a date or datetime field that represents when records were created or completed.
  • For the Sum operator to work correctly, the numeric field you're plotting should be marked as searchable in your object type's field settings.
  • Pair a Chart with a Stat widget above it to show both the visual trend and the exact aggregate number side by side.
  • Create a dashboard, step-by-step walkthrough for adding a Chart block to a Freeform layout alongside Stat widgets
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