Chart Widget (Bar, Line, Pie, and Numbers)
Use the Chart Builder to visualize Actions with Bar Charts, Pie Charts, Line Charts, or Number Displays.
Customize your charts further by using Filters and Grouping. You can also tailor the X and Y axes to align with your reporting needs, which are available on the right-hand side of the Chart Content section.
On the left-hand side, you can change between Bar Chart, Pie Chart, Line Graph, Numbers, or Pivot Table.
While you're looking at the Bar Chart, you have different display options:
Sort By
Choose Ascending or Descending
Show Axis title
Show legend
Choose where to display the legend
Show value labels
Show or hide the value
Linked to Project
Choose to include actions linked to the project you’re reporting on
Limit data shown
Choose how many charts to display
Pivot table (Advanced Dashboards)
The Pivot table (Advanced Dashboards) is a Premium Add-On, if you're interested in the pricing, you can check out our Pricing Page.
While bar charts, pie charts, and similar visualizations present data in an easily digestible format, pivot tables empower users to explore, analyze, and dynamically summarize raw data with greater depth and flexibility.
If you’re using time in a Pivot Table and want to gain a deeper understanding of where these data points come from, I recommend checking out our “Dashboard Pivot Table Calculations” article!
Project Status
Project Status allows you to display one project's status as a widget!
To create a Status Widget, click the Project Status widget, choose a project, and resize the widget.
Timeline View
Timeline View allows you to see a high-level overview of project progress.
If you're unfamiliar with the Timeline View, I recommend checking out our Timeline View help article!
To create a Timeline View Widget, click the widget, choose a project, and resize the widget.
Goal
Goal app allows you to set goals, visualize progress, and keep everyone aligned!
To create a Goal Widget, click the goal widget, choose an existing goal, and resize the widget.
Goals List
Similar to the Goals widget, in this widget, you can choose more than 1 Goal!
Notes
Notes widget allows you to attach an existing Note to your Dashboard!
Embed
The Embed widget allows you to embed a URL directly to your dashboard!
Image
The Image widget allows you to upload an image to the Dashboard!
File Library
The File Library widget allows you to upload a file to the Dashboard and you can expand the widget to upload more than 1!
Actions list
The Actions list Widget is a List View that enables you to view your actions on the Dashboard, and you can activate additional columns to tailor the information you wish to see!
Projects list
The Projects list Widget is a smaller Portfolio View version that lets you view your projects in the Dashboard!
Text
Text widget allows you to enter a block of text in the Dashboard, which is perfect for a reminder to the team!
Button
Button widget allows you to open a URL with a click of a button! You can redirect to an important URL, link to a form, or etc!
Section header
You can use the Section Header to show a divide in the Dashboard!
You might use this feature to indicate the difference in data at the top/bottom of the Dashboard.
Risk & Issues
Risk & Issues widget shows all of your Risk & Issues actions in one view!
Project Details
This widget lets users display key project information in one place, giving a quick and clear overview without having to dig through multiple screens. Simply select a project and any project fields — including custom fields — you'd like to display.
