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170 lines
4.3 KiB
Plaintext
170 lines
4.3 KiB
Plaintext
---
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title: 小部件
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description: 探索 Twenty 中的小部件类型和可视化选项。
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---
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import { ChartIcon } from '/snippets/chart-icon.mdx';
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## 可用小部件
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Twenty 提供多种小部件类型,用于可视化您的 CRM 数据。
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### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}><ChartIcon icon="chart-bar-popular" />条形图</span>
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以水平或垂直条形显示数据。
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<Frame>
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<img src="/images/user-guide/dashboard/dashboard-widget-bar-chart.png" alt="条形图" />
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</Frame>
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**适用于:**
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* 比较不同类别的数值
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* 显示排名
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* 按时间段跟踪指标
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**示例用法:**
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* 按阶段的交易
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* 按销售代表的收入
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* 每月新增联系人
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<Note>
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**显示限制**:使用 Group By 时,条形图最多可显示 100 个条形,每个条形最多 50 个分组。 如果您看到警告 "未显示的数据:每个图表最多 X 个条形",请添加筛选器以缩小数据范围,或更改分组方式(例如按周分组而非按天)。
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</Note>
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### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}><ChartIcon icon="chart-pie" />饼图</span>
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显示整体中各部分所占比例。
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<Frame>
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<img src="/images/user-guide/dashboard/dashboard-widget-pie-chart.png" alt="饼图" />
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</Frame>
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**适用于:**
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* 展示构成或分布
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* 比较部分与整体
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* 突出显示主要部分
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**示例用法:**
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* 按来源划分的交易分布
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* 联系人按行业细分
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* 按负责人划分的销售管道构成
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### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}><ChartIcon icon="chart-line" />折线图</span>
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显示随时间变化的趋势。
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<Frame>
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<img src="/images/user-guide/dashboard/dashboard-widget-line-chart.png" alt="折线图" />
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</Frame>
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**适用于:**
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* 跟踪随时间的变化
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* 识别趋势
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* 比较多个指标
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**示例用法:**
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* 每月交易数量趋势
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* 各季度收入增长
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* 随时间变化的活动水平
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### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}><ChartIcon icon="sum" />汇总图表</span>
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以醒目方式显示单个关键数值。
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<Frame>
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<img src="/images/user-guide/dashboard/dashboard-widget-aggregate-chart.png" alt="汇总图表" />
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</Frame>
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**适用于:**
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* 突出显示 KPI
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* 显示总计或平均值
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* 快速查看状态
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**示例用法:**
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* 销售管道总价值
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* 未关闭的商机数量
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* 转化率
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**高级选项:**
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* **比例**:对于 Select 字段,计算各值之间的比例。 转到 **显示的数据** → 选择您的字段 → 启用 **比例** 选项。
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* **前缀与后缀**:在数字前或后添加自定义文本(例如 "$" 前缀或 "%" 后缀),以提升可读性。
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### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}><ChartIcon icon="frame" />iFrame</span>
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将外部工具和内容直接嵌入到仪表板中。
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<Frame>
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<img src="/images/user-guide/dashboard/dashboard-widget-table.png" alt="表格图表" />
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</Frame>
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**适用于:**
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* 搜索单个项目
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* 检查精确数值
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* 审计或参考
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**示例用法:**
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* 本月即将成交的交易
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* 本周新增潜在客户
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* 逾期发票
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### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}><ChartIcon icon="table" />表格</span>
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在仪表盘中直接查看已筛选的记录。
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<Frame>
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<img src="/images/user-guide/dashboard/dashboard-widget-iframe.png" alt="iFrame" />
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</Frame>
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**适用于:**
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* 显示外部报告或仪表板
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* 集成第三方销售工具
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* 显示来自其他系统的实时内容
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**示例用法:**
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* 来自支持工具的指标
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* 来自拨号器的指标
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* 来自销售序列工具的实时内容
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### <span style={{ display: 'inline-flex', alignItems: 'center', gap: '8px' }}><ChartIcon icon="align-box-left-top" />富文本</span>
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在仪表板中直接添加格式化文本和内容。
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<Frame>
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<img src="/images/user-guide/dashboard/dashboard-widget-rich-text.png" alt="富文本" />
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</Frame>
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**适用于:**
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* 添加上下文或说明
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* 仪表板描述
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* 备注和注释
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**功能:**
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* 富文本格式(加粗、斜体、列表等)
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* 图片和文件上传
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* Markdown 风格编辑
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<Note>
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**即将推出**:仪表图尚不可用,但已在我们的路线图中。
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</Note>
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### 复制小部件
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1. 单击该小部件
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2. 打开 **选项**
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3. 单击 **复制小部件**
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