Stats & Analytics

Build dashboards with charts, tables, and number cards to visualize your data.

Create a stats view

Navigate to Stats in the sidebar. Click New view, then enter a name and optional description. The view opens with an empty canvas ready for panels.

Add panels

Click Add panel. Choose a panel type:

• Bar chart — compare values across categories
• Line chart — show trends over time
• Area chart — line chart with filled area beneath
• Pie chart — proportional breakdown of a whole
• Donut chart — pie chart with a hollow center
• Funnel chart — visualize drop-off across stages
• Number card — single headline metric
• Table — tabular data with rows and columns

Set panel width to 1/3, 1/2, 2/3, or full to control how much horizontal space it occupies. Panels flow left to right and wrap to the next row.

Configure a panel

Select an entity type as the data source, then define the panel's query:

1. Measure — choose an aggregation: count, sum, avg, min, max, or count distinct.
2. Group by — pick a field to group results. Date fields support day, week, month, quarter, and year buckets.
3. Secondary group by — add a second dimension for stacked or segmented charts.
4. Filters — narrow the dataset with filter conditions (same operators as list view filters).
5. Computed formulas — define calculated fields derived from your measures.
6. Sort order — control how results are ordered in the panel.

Use fields from related entities

Measures, group-by, and filters can pull fields from related entities — not just the base entity type. When you open any field picker, fields are grouped into sections:

• Top section — fields from the base entity type (e.g., Deal).
• Related sections — fields from referenced entities, grouped under the reference field name (e.g., "Contact", "Company").

This lets you build panels like "sum of deal value grouped by company industry" or "count of contacts grouped by deal stage" without creating separate views.

Use date ranges

Apply a global date range across all panels using the date picker at the top of the view. Choose a preset (last 7 days, last 30 days, this month, this quarter, this year, etc.) or define a custom range. Every panel in the view respects the selected range.

Share a stats view

View owners can grant access to other workspace members. Open the share menu on a stats view and assign viewer or editor access per user. Viewers can see the dashboard but not modify it. Editors can add, remove, and reconfigure panels.