Analyticsbeginner5 min read

Charts

Charts in DotlyMaps provide a graphical representation of CRM and geographic data, making it easier to understand trends, compare performance, and monitor business metrics. Rather than being a standalone feature, charts are integrated…

Last updated August 13, 2026

Overview

Charts in DotlyMaps provide a graphical representation of CRM and geographic data, making it easier to understand trends, compare performance, and monitor business metrics. Rather than being a standalone feature, charts are integrated into Dashboards, Widgets, and AI-generated insights, where they visualize data in an interactive and meaningful way.

DotlyMaps supports multiple chart types, including Bar Charts, Line Charts, and Pie Charts. Users can also filter chart data by different time periods, such as Daily, Weekly, Monthly, Quarterly, and Yearly, to analyze performance over time.

Why It Matters

Charts simplify complex business data by presenting it in an easy-to-understand visual format. They help users:

  • Monitor business performance at a glance.

  • Compare metrics across different regions.

  • Identify trends and growth patterns.

  • Analyze geographic performance over time.

  • Make faster, data-driven decisions.

When to Use

Charts are useful when users need to:

  • Visualize sales performance on dashboards.

  • Monitor KPI progress through widgets.

  • Compare regional performance.

  • Analyze trends over different time periods.

  • Present business insights in a visual format.

Prerequisites

  • CRM data is synchronized with DotlyMaps.
  • Dashboards or Widgets are configured.
  • Relevant KPIs or business metrics are available.
  • Users have permission to access reporting features.

Step-by-Step Guide

  1. Open a Dashboard or Widget in DotlyMaps.

  2. Select the metric or KPI you want to visualize.

  3. Choose the preferred chart type:Bar Chart for comparing values across categories.Line Chart for analyzing trends over time.Pie Chart for viewing proportional data distribution.

  4. Apply filters such as Daily, Weekly, Monthly, Quarterly, or Yearly to refine the displayed data.

  5. Review the chart to monitor performance and identify trends.

  6. Update filters or metrics anytime for different business insights.

Example

A sales manager opens the executive dashboard and views a Bar Chart showing regional sales performance for the current month. By switching the filter to Yearly, they can compare long-term growth across all sales territories.

Best Practices

  • Select the chart type that best represents your data.

  • Apply time filters to analyze trends accurately.

  • Use charts alongside KPIs and Widgets for deeper insights.

  • Regularly review charts to monitor business performance.

Troubleshooting

Chart is not displaying data: Verify that CRM data is synchronized.

Incorrect values are shown: Check the selected KPI, metric, and applied filters.

Unable to change the chart view: Ensure the Dashboard or Widget supports chart visualization.

Data appears outdated: Refresh the dashboard or synchronize the latest CRM data.

FAQ

Are Charts available as a standalone feature?

No. Charts are displayed within Dashboards, Widgets, and AI-generated insights to visualize business data.

Which chart types are supported?

DotlyMaps supports Bar Charts, Line Charts, and Pie Charts for different visualization needs.

Can I filter chart data?

Yes. Charts can be filtered using different time periods, including Daily, Weekly, Monthly, Quarterly, and Yearly.

Can charts display KPI data?

Yes. Charts can visualize KPI performance and other CRM metrics through Dashboards and Widgets.