Understanding CRM data becomes much easier when information is presented visually. While list views are useful for managing records, charts help users quickly identify trends, compare categories, and measure performance without manually reviewing rows of data.

The Chart View in Horilla CRM transforms CRM records into interactive visualizations directly within the module you are working in. Instead of exporting data to spreadsheets or creating reports from scratch, users can instantly generate charts based on leads, opportunities, contacts, accounts, and campaigns.

Whether you’re monitoring lead sources, analyzing opportunity stages, or tracking campaign performance, Chart View helps convert raw data into actionable insights.

Accessing Chart View

Switching to Chart View is simple and available across major CRM modules.

Steps:

  • Open any CRM module.
  • Click the layout selector in the top navigation bar.
  • Select Chart View.
  • A chart is generated automatically using the module’s default grouping field.

You can switch back to List, Kanban, Group By, or Split View at any time.

Customizing Your Chart

Chart View provides built-in controls that allow you to adjust how data is displayed.

Group Records by Different Fields

Choose how records should be categorized within the chart.

Examples:

  • Leads by Status, Source, or Industry.
  • Opportunities by Stage or Type.
  • Campaigns by Status or Campaign Type.

The chart updates instantly when a new grouping field is selected.

Select What to Measure

In addition to record counts, Chart View can calculate values from numeric fields.

Available Calculations:

  • Count
  • Sum
  • Average
  • Minimum
  • Maximum

This allows users to analyze more than just record volume.

Choose a Visualization Type

Different chart styles help present data in different ways.

Available Options:

  • Column Chart
  • Bar Chart
  • Line Chart
  • Area Chart
  • Pie Chart
  • Donut Chart
  • Funnel Chart
  • Stacked Charts
  • Scatter Chart
  • Treemap
  • Heatmap
  • Radar Chart
  • Sankey Diagram
  • And more

Users can switch between chart types at any time without losing their current configuration.

Add Additional Data Segmentation

For supported chart types, a secondary grouping option can be applied.

Benefits:

  • Compare multiple dimensions simultaneously.
  • Break down categories into smaller segments.
  • Gain deeper visibility into CRM data.

Key Features of Chart View

Drill Down into Records

Chart elements are fully interactive.

What You Can Do:

  • Click a chart segment.
  • Open the matching records automatically.
  • Analyze specific groups in greater detail.
  • Move from insights to action quickly.

This helps users investigate data directly from the chart.

Export Charts for Sharing

Charts can be exported directly from the actions menu.

Export Formats:

  • PDF
  • PNG

This makes it easy to include CRM insights in reports, presentations, and team discussions.

Add Charts to Dashboards

Frequently used charts can be saved as dashboard widgets.

Advantages:

  • Monitor important metrics continuously.
  • Create personalized dashboards.
  • Keep charts updated automatically.
  • Improve visibility across teams.

Where You Can Use Chart View

Chart View is available across all major CRM modules.

  • Leads
  • Opportunities
  • Contacts
  • Accounts
  • Campaigns

Why Teams Use Chart View

Chart View helps users understand CRM data more quickly than traditional record lists.

Key Benefits

  • Visualize data instantly.
  • Identify trends and patterns.
  • Compare categories easily.
  • Explore records through interactive charts.
  • Share insights with teams.
  • Reduce dependency on manual reporting.

The Chart View in Horilla CRM provides a simple and powerful way to transform CRM data into meaningful visual insights. Instead of spending time reviewing long record lists or creating manual reports, users can instantly explore trends, compare categories, and evaluate performance through interactive charts.

With flexible grouping options, multiple chart types, drill-down navigation, filtering support, dashboard integration, and export capabilities, Chart View helps teams understand their data from different perspectives and uncover insights more quickly. Whether you’re tracking lead generation, monitoring sales pipelines, analyzing customer segments, or measuring campaign performance, the information you need is always just a few clicks away.

Share this article