How to create a single value chart to show the Size of A Pipeline?
How to Create a Single Value Chart to Show the Size of a PIpeline
Single value charts are ideal for providing a quick, at-a-glance summary of important metrics. In this case, a single value chart is a powerful way to visualize the total size of your pipeline, helping you assess the overall deal volume without the distraction of complex visuals. Follow these steps to create a chart that displays the sum of deal sizes in your pipeline.
Visualization Example:
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Steps:
In the Explore menu, select Pipeline Deals .
In the Field Picker section, click on the Deal option to expand its fields.
Locate the field Size ($m) -> Click the three dots next to it -> Select Aggregate -> Then choose Sum. This will create a measure called "Sum of Size ($m)", which will be automatically added to your visualization.
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Click on the three dots next to the "Sum of Size ($m)" under Measure -> choose Edit .
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In the pop-up window, navigate to the Field Details tab -> Under Format , choose U.S. Dollars from the dropdown menu.
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Click the Run button at the top right to generate the data.
In the Visualization pane, select Single Value Chart as the visualization type.
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That's it! You've successfully created a single value chart to display the total size of your pipeline, offering a quick summary of deal volume at a glance.
Updated on: 12/02/2025
Thank you!