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Available Widgets

Twenty provides various widget types to visualize your CRM data.

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Bar Charts

Display data as horizontal or vertical bars.
Best for:
  • Comparing values across categories
  • Showing rankings
  • Tracking metrics by time period
Example uses:
  • Deals by stage
  • Revenue by sales rep
  • Contacts added per month
Display limits: Bar charts can show a maximum of 100 bars, and 50 groups per bar when using Group By. If you see the warning “Undisplayed data: max X bars per chart”, add filters to narrow down your data or change the grouping (e.g., group by week instead of days).

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Pie Charts

Show proportions of a whole.
Best for:
  • Showing composition or distribution
  • Comparing parts to whole
  • Highlighting major segments
Example uses:
  • Deal distribution by source
  • Contact breakdown by industry
  • Pipeline composition by owner

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Line Charts

Display trends over time.
Best for:
  • Tracking changes over time
  • Identifying trends
  • Comparing multiple metrics
Example uses:
  • Monthly deal count trend
  • Revenue growth over quarters
  • Activity levels over time

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Aggregate Charts

Display single key values prominently.
Best for:
  • Highlighting KPIs
  • Showing totals or averages
  • Quick status checks
Example uses:
  • Total pipeline value
  • Number of open opportunities
  • Conversion rate
Advanced options:
  • Ratio: For Select fields, calculate ratios between values. Go to Data on display → select your field → enable the Ratio option.
  • Prefix & Suffix: Add custom text before or after the number (e.g., ”$” prefix or ”%” suffix) for better readability.

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iFrames

Embed external tools and content directly in your dashboard.
Best for:
  • Searching individual items
  • Checking exact values
  • Auditing or reference
Example uses:
  • Deals closing this month
  • New leads this week
  • Overdue invoices

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Table

See filtered records directly in your dashboard.
Best for:
  • Displaying external reports or dashboards
  • Integrating third-party sales tools
  • Showing live content from other systems
Example uses:
  • Metrics from your Support tool
  • Metrics from your dialer
  • Live content from your Sales sequence tool

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Editing records

Dashboard table and kanban widgets are read-only by default. To let users edit records from a widget:
  1. Edit the dashboard
  2. Select the widget
  3. Turn on Allow editing in the widget settings
For tables, this enables cell editing. For kanban boards, it enables editing cards, moving them between columns, and creating records. Role permissions still apply.

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Rich Text

Add formatted text and content directly to your dashboard.
Best for:
  • Adding context or instructions
  • Dashboard descriptions
  • Notes and annotations
Features:
  • Rich text formatting (bold, italic, lists, etc.)
  • Image and file uploads
  • Markdown-style editing
Coming soon: Gauge charts are not yet available but are on our roadmap.

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Duplicating Widgets

  1. Click on the widget
  2. Open Options
  3. Click Duplicate widget