Analytics
Charts
Exporting to spreadsheets to build a chart wastes time and goes stale overnight. Ambivo Charts lets teams create bar, line, pie, and funnel visualizations on any standard or custom object — filtered, grouped, and shared on dashboards across the business.
Customer journey
See how this feature fits into the way your team works — from first step to the outcome that matters.
From raw records to a live dashboard
See how Ambivo Charts turns any object in the platform into a shared visualization — no BI export required.
Object & fields selected
Pick any standard or custom object — deals, orders, transactions, or your own records.
Filters & grouping applied
Group by stage, owner, product, or period, with date range filters on top.
Chart generated
Choose bar, line, pie, or funnel — the visualization renders from live data.
Pinned to dashboard
Add the chart to a role-based dashboard alongside related visualizations.
Shared with the team
Sales, finance, and operations leaders see the same dashboard, scoped to their role.
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Data stays live
Charts update as underlying records change — no re-export, ever stale.
Key capabilities
Custom charts on any object in the platform — no separate BI export.
Any object, any field
Chart on CRM deals, Commerce orders, Books transactions, or custom objects you define.
Flexible grouping
Group by stage, owner, product, period, or custom picklists — with date range filters.
Shared dashboards
Pin charts to role-based dashboards for sales, finance, and operations leaders.
What you can do
- Bar, line, pie, and funnel chart types
- Filters and date ranges on any dataset
- Charts on standard and custom objects
- Dashboard layout with multiple visualizations
- Export chart data for presentations
Part of the Ambivo platform
Works with Custom Objects
Model the data your business actually runs on — beyond standard CRM and commerce records.
Explore Custom Objects