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Charts (Report)

The Charts editor decides which charts appear in Reports → Charts view, in what order, with which width and which visualization type. Today for Opportunities, Tasks and Projects — same tool, different metric catalogs.

It does not configure the entity list columns (List & Columns) or the form (Card). The layout is organization-wide.

What it is for

• Operational dashboard — stages, workloads, amounts, times, labels at a glance.
• Visual priorities — meeting charts at the top; cut the noise.
• Right format — donut, funnel, big number, timeline, bars…
• Alignment — the same Reports view for sales or delivery.

Where you configure it and where you see it

Configuration

• Opportunities — Settings → Sales → Opportunities → Charts (Report).
• Tasks — Settings → Activities → Tasks → Charts.
• Projects — Settings → Activities → Projects → Charts.

Usage — Reports → Opportunities / Tasks / Projects → toggle Charts (versus the report List).

Requires a Member role (or higher). To drag/remove you need an adequate Premium plan. Check availability on your plan.

How the editor works

• Layout area — charts on the dashboard; reorder them.
• Palette on the right — available charts not yet on the page.

For each chart: add/remove, set Width (1/4 … full row), choose the type among compatible ones. Some have a locked template (one type only). Save / Reset as in other layout settings.

Chart types (overview)

• Donut — composition (shares by category/status).
• Gauge — indicator toward a target or threshold.
• Big number — a dominant KPI (total amounts, open count).
• Column / Bars (also stacked or with icon) — comparisons across categories.
• Funnel — opportunity pipeline / statuses in sequence.
• Owner and stakeholder — distribution by owner/team.
• Timeline (Gantt) — planning over time (Tasks/Projects), often full width and locked type.

Not every type is available for every metric: it depends on the data behind the chart.

Widths and page composition

• First row: 1–2 wide KPIs + 1 composition chart.
• Avoid too many full-width charts: the page gets long and less “meeting-ready”.
• Put the funnel or timeline at a greater width; secondary comparisons at 1/3 or 1/2.

Differences by module

Opportunities — Charts (Report) card; rich catalog (amounts, margins, dates, owner, linked companies/contacts, funnel). In Reports you often also get amount vs count aggregates.

Tasks — statuses, project, priority, labels, team, owner, time, timeline; focus on workload/progress.

Projects — similar to Tasks, with workarea/project and planning.

Other entities — do not have this Charts settings editor (today only the three above).

What it is not

• It is not List & Columns of the module list.
• It is not Card / Fields (even though chart data comes from module records and fields).
• It is not Pipeline & Stages (stage definition); the funnel reads statuses/stages, it does not configure them.
• It is not Home customization.

Practical tips

• Opportunities: funnel + amount + owner as a minimum trio.
• Tasks/Projects: status + priority + timeline if you work to deadlines.
• After Reset, put back only the charts you actually use.
• Not every custom field automatically becomes a chart: the report catalog is defined per module.
• For sensitive data (margins), consider whether the chart exposes them to too many people in Reports.

Use cases

• Pipeline review — Opportunities: funnel, total amount, owner, sources.
• Delivery stand-up — Tasks: statuses, priority, workload, timeline.
• Project portfolio — statuses, workarea, timeline.
• Leadership view — a few large KPIs + funnel.
• Operational view — more charts at 1/2–1/3 (labels, team, bottlenecks).

Frequently asked questions

Q: I don’t see charts in the Contacts/Opportunities list.

A: They apply to Reports → Charts, not to the list table. For the list: List & Columns.

Q: Can I do this for Tickets or Contacts?

A: This editor is available today for Opportunities, Tasks and Projects.

Q: Do colleagues see the layout?

A: Yes, it is organization-wide.

Q: I can’t drag.

A: Premium plan or missing Member permissions.

Q: What does Reset do?

A: It restores the default Mokapen charts for that entity.

Q: Some types don’t appear in the menu.

A: Incompatible with the metric, or locked template.