• Line Chart— Best for showing trends over time. Use line charts to track revenue growth, activity volume, or deal progression across weeks, months, or quarters.
• Bar Chart— Best for comparing values across categories. Use bar charts to compare performance by team member, revenue by source, or deals by stage.
• Stacked Bar— A bar chart that stacks a second grouping inside each bar, so you can compare totals across categories and see the make-up of each bar at once — for example revenue by month split by owner.
• Area Chart— Similar to line charts but with the area below the line filled in. Useful for showing cumulative totals or stacked comparisons over time.
• Ranked rows— Best for showing proportions of a whole (replaces pie and donut). Ranks each category with a proportion meter — use it for deal distribution by source, status breakdown, or revenue share by product.
• Funnel Chart— Designed for pipeline and conversion analysis. Shows how records flow through sequential stages, with the width representing the count or value at each stage.
• KPI Card— Displays a single key metric as a large number. Use KPI cards for at-a-glance metrics like total revenue, deals won, or average deal size.
• Table— Displays data in a tabular format with sortable columns. Use tables when you need to see detailed row-level data or when the data does not lend itself to a visual chart.

Measures

Measures define the numeric values being displayed. Each measure has an aggregation:

• Count — Number of records matching the criteria.
• Sum — Total of a numeric field (e.g., deal value, invoice amount).
• Average — Mean value of a numeric field across matching records.
• Min / Max — Lowest or highest value of a numeric field.

You can measure the same field two different ways — for example the sum and the averageof deal value — and each appears as its own column or series. What you cannot do is add the exact same field with the same aggregation twice; a duplicate is rejected with a clear message. A report can carry up to five measures.

Group by

Grouping defines how the data is broken down. Common groupings include:

• Owner — Group by the assigned user.
• Stage — Group by pipeline stage.
• Source — Group by lead source or acquisition channel.
• Time Period — Group a date by day, week, month, quarter, or year.
• Status — Group by record status.
• Tag — Group by applied tags.

A report that groups and summarizes can group by up to three fields. A report that simply lists individual records instead — a table with no measures — can show up to eight columns, so you can build a detailed record listing without being held to the tighter grouping limit.

• Business and Ultra — Build and save custom reports in the visual builder described above.
• Pro — The visual builder's Save is not available, but you can ask the assistant to build and save a report for you. An assistant-built report is a normal saved report and counts toward your saved-report limit.
• Free — Read and run the full library of built-in reports; custom report authoring is not included.