# Configure charts and metrics

> Add chart series, grouping, sorting, filters, and metric calculations to build a useful AgencyTitan dashboard.

URL: https://www.agencytitan.com/help/views/configure-charts-and-metrics/

Charts explain a breakdown or trend. Metrics show one summary value. Use both when a dashboard needs an at-a-glance result and the context behind it.

## Who this is for

Agency team members who build reporting dashboards or operational summaries. Requires **View Layouts** and **Edit Layouts**.

## Before you begin

- Create a view and add a section. See [Create a view](/help/views/create-a-view/).
- Decide whether the result needs a category breakdown, a trend, or one summary value.
- Identify the data source, calculation, grouping field, and filters that define the result.

## Configure a chart

1. Open the view in the builder from **Settings**, then **Views** ([/settings/views](https://app.agencytitan.com/settings/views)).
2. Drag a chart from **Data** into a section. Available chart blocks are **Bar**, **Line**, **Pie**, **Donut**, **Area**, and **Scatter Plot**.
3. Select the chart and expand **General**.
4. Enter **Chart Title**, confirm **Chart Type**, and choose **Data Source**.
5. Expand **Data**.
6. Under **Data Series**, select **Add Series** when the chart needs another calculation or subset.
7. Choose **Group By (Categories)** for the category axis.
8. Configure **Sort Order**, **Data Limit**, filters, and optional date filtering.
9. Under **Style**, configure chart height, palette, legend, labels, stacking, axes, and number formatting as needed.
10. Select **Save Draft**.

![Bar Chart Data properties with Add Series, Group By, date filtering, sort order, data limit, and filter builder](/docs/screenshots/views-v1/chart-widget-config.png)

For a count by status, use a count series and group by the status field. For a trend, use a line or area chart with an appropriate date grouping.

## Configure a metric

1. Drag a metric from **Data** into a section. Available metric blocks are **Count**, **Sum**, **Average**, **Percentage**, and **Custom Metric**.
2. Select the metric and expand **General**.
3. Enter **Metric Title**.
4. Choose **Data Source**.
5. Choose **Calculation Type** and any field required by that calculation.
6. Add filters to define which records contribute to the value.
7. Configure **Date Filtering** when the metric should follow the view picker.
8. Turn on **Apply additional calculation** only when the base result needs a static adjustment or second metric.
9. Select **Save Draft**.

![Count Metric properties with Clients as the data source, Count Records calculation, relationship aggregate, filters, and date filtering](/docs/screenshots/views-v1/metric-widget-config.png)

## Arrange a dashboard

A useful operational dashboard often follows this order:

1. Metrics for the most important totals or rates.
2. One or two charts that explain the breakdown.
3. A filtered table or Kanban board for the underlying records.

Keep each block focused. A metric named **Overdue tasks** should filter to overdue tasks; a chart named **Tasks by stage** should group tasks by the stage field.

:::note[One date picker can drive several blocks]
Turn on **Enable Date Range Filter** in **View Settings**, then give each chart or metric a **Date Field** and keep **Follow View Picker** selected. Blocks without a configured date field do not follow the picker.
:::

## Expected result

- Charts render the selected calculation grouped and sorted as configured.
- Metrics show one value calculated from the matching records.
- Dashboard blocks that follow the view picker update for its selected date range.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| Chart has no categories | **Group By (Categories)** is empty | Choose a grouping field |
| Chart or metric is empty | Data source, filters, or required calculation field is incomplete | Review **General** and **Data** from top to bottom |
| Metric is unexpectedly high | Filters are too broad | Add conditions that match the metric title |
| Dashboard date picker changes some blocks only | Other blocks do not follow the picker or lack a date field | Configure **Date Filtering** on each intended block |
| Labels are hard to read | Chart style does not fit the data | Adjust height, label rotation, legend, data limit, or chart type |

## Related articles

- [Views and dashboards overview](https://www.agencytitan.com/help/views/overview/): Understand how AgencyTitan views combine tables, Kanban boards, calendars, charts, and metrics into scoped dashboards and work surfaces.
- [Create a view](https://www.agencytitan.com/help/views/create-a-view/): Choose a global, client, or process scope, create the view, and add table, Kanban, calendar, chart, or metric blocks in the builder.
- [Filter and sort view data](https://www.agencytitan.com/help/views/filter-and-sort-view-data/): Configure per-widget filters, condition groups, sorting, limits, and view-level date filtering in a dashboard.
- [Configure Kanban and calendar views](https://www.agencytitan.com/help/views/configure-kanban-and-calendar-views/): Configure Kanban grouping, cards, behavior, filters, and calendar data sources, date fields, and default display.