Productive lets you customize charts with ease. Adjust the default color scheme, set targets, and choose how data is displayed, including decimal precision or ratios/percentages.
These changes apply to both built-in charts and custom ones created with Formula fields.
Targets and Limits
You can set target values for specific columns to highlight progress toward goals and define limits to flag maximum thresholds.
Targets are shown as color-coded indicators in tables and as horizontal lines on charts.
Limits are only displayed in tables (not charts).
📌 Note: Targets and limits are available in reports and other table-based views, like Financials > Budgets or Project Management > Projects.
How to Set a Target
Go to a report, a dashboard widget, or and open the Targets dropdown. Select + Create New Target.
Choose the field you want to target and define the value (e.g. 80% Scheduled/Available).
Before saving, customize:
The target color (visible in the chart)
Color combinations for values above and below the target (visible in the table)
📌 Alternatively, you can locate the column you want to set a target for and click on Formatting options. Then hover over Set Target/Limit in the column options and enable the target toggle.
Displaying Targets on Charts
Targets appear as horizontal lines in charts, offering a visual reference point. You can add multiple targets to a single chart, for example:
80% for Scheduled/Available time
70 hours for Scheduled time
You can hide a target by clicking the eye icon, or open the three-dot menu to edit or remove it from the chart entirely.
General Formatting Options
"Display As" Options
Choose how data is visualized in your chart:
Number: Displays raw numbers without a visual graph.
Linear Chart: Shows data as bars or lines.
Radial Chart: Ideal for percentages or ratios.
Precision Settings
Define how many decimal points are displayed (up to two).
"Display Value As" Options
Switch between ratio or percentage to reflect how you want your data to be displayed in the radial chart.
"Cumulative" Toggle
If you toggle on the "Cumulative" option, the table will display the accumulated values over time.
Practical Examples
Visualizing Progress
For example, a chart displaying budgeted time usage as a percentage, with a target of 50% and a limit of 100%, reveals how much time you've spent compared to what was planned. Hovering over the budget provides a quick overview of your progress.
Setting a Revenue Goal
Adding goals and limits to time or money columns helps you track progress more effectively. For instance:
Revenue Target: Set a target of $10,000 for the Revenue column.
Steps:
Click on the column.
Select "Formatting Options".
Set the target.
Your column now reflects this target for easy tracking, helping you stay aligned with your financial targets.
