StephanieJoly4GitHubcubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>github-actionsAbdul RahmanFélix MalfaitReorganizing by Feature sections
Capabilities folders to give an overview of each feature
How-Tos folders to give guidance for advanced customizations
Reorganized the Developers section as well, moving the API sub section
there
added some new visuals and videos to illustrate the How-Tos articles
checked the typos, the links and added a section at the end of the
doc.json file to redirect existing links to the new ones (SEO purpose +
continuity of the user experience)
What I have not updated is the "l" folder that, per my understanding,
contains the translation of the User Guide - that I only edited in
English
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Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
Co-authored-by: github-actions <github-actions@twenty.com>
Co-authored-by: Abdul Rahman <ar5438376@gmail.com>
Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
113 lines
2.7 KiB
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113 lines
2.7 KiB
Plaintext
---
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title: Widgets
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description: Explore the widget types and visualization options in Twenty.
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---
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## Available Widgets
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Twenty provides various widget types to visualize your CRM data.
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### Bar Charts
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Display data as horizontal or vertical bars.
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**Best for:**
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- Comparing values across categories
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- Showing rankings
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- Tracking metrics by time period
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**Example uses:**
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- Deals by stage
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- Revenue by sales rep
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- Contacts added per month
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<Note>
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**Display limits**: Bar charts can show a maximum of 100 bars (horizontal) or 50 bars (vertical). If you see the warning "Undisplayed data: max X bars per chart", add filters to narrow down your data or change the grouping (e.g., group by week instead of days).
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</Note>
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### Pie Charts
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Show proportions of a whole.
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**Best for:**
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- Showing composition or distribution
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- Comparing parts to whole
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- Highlighting major segments
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**Example uses:**
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- Deal distribution by source
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- Contact breakdown by industry
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- Pipeline composition by owner
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### Line Charts
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Display trends over time.
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**Best for:**
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- Tracking changes over time
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- Identifying trends
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- Comparing multiple metrics
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**Example uses:**
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- Monthly deal count trend
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- Revenue growth over quarters
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- Activity levels over time
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### Number Metrics
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Display single key values prominently.
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**Best for:**
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- Highlighting KPIs
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- Showing totals or averages
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- Quick status checks
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**Example uses:**
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- Total pipeline value
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- Number of open opportunities
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- Conversion rate
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**Advanced options:**
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- **Ratio**: For Select fields, calculate ratios between values. Go to **Data on display** → select your field → enable the **Ratio** option.
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- **Prefix & Suffix**: Add custom text before or after the number (e.g., "$" prefix or "%" suffix) for better readability.
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### iFrames
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Embed external tools and content directly in your dashboard.
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**Best for:**
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- Displaying external reports or dashboards
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- Integrating third-party sales tools
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- Showing live content from other systems
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**Example uses:**
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- Metrics from your Support tool
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- Metrics from your dialer
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- Live content from your Sales sequence tool
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<Note>
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**Coming soon**: Gauge charts and tables are not yet available but are on our roadmap.
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</Note>
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## Configuring Widgets
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### Data Source
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1. Select the object to visualize (Opportunities, People, etc.)
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2. Choose the metric to display (count, sum, average)
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3. Apply filters to focus on specific data
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### Grouping
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Group data by:
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- Fields (stage, owner, industry)
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- Time periods (day, week, month, quarter)
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- Custom segments
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### Styling
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Customize your charts with:
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- Colors and themes
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- Labels and legends
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- Size and positioning
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### Duplicating Widgets
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1. Click on the widget
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2. Open **Options**
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3. Click **Duplicate widget**
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