Analytics
Charts
A chart built in a spreadsheet is out of date by the next morning. Ambivo Charts builds bar, line, pie and funnel charts on any standard or custom object. Filter them, group them and share them on dashboards across the business.
Customer journey
See how this fits the way your team works, from the first step to the result.
From raw records to a live dashboard
See how Ambivo Charts turns any object in the platform into a chart your team can share.
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 chart draws 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 the records change, so they are always current.
Key capabilities
Custom charts on any object in the platform, built right here.
Any object, any field
Chart on CRM deals, ERP orders, Books transactions, or custom objects you define.
Flexible grouping
Group by stage, owner, product, period or your own 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 runs on, past the standard CRM and ERP records.
Explore Custom Objects