Charts

What it does

Behaviours, not fields. Choosing between two modules is choosing between these.

A chart you publish or hand over, so it carries a title and a source rather than living inside a monitoring view.

A source on every series, because a chart without one gets challenged and cannot answer.

One comparison per chart — the discipline that keeps it readable.

How it works

1
A dataset is grouped by label and summed or counted into a series.
2
The source is recorded per series and rendered with the chart rather than in a footnote.
3
The chart is a deliverable — it carries a title and a source because it will be seen away from here.
4
Changing the underlying data redraws it; the source line stays.

Best for

Trends and comparisons.

Not the right choice for

Exact values — pair it with a table.

What a row holds

Every field, and what the agent listens for to fill it — which is the difference between a page you type into and one that fills itself.

Field	Type	Filled from
Seriesrequired	text	What is being compared. One chart, one comparison.
Labelrequired	text	The category on the axis.
Valuerequired	text	The magnitude. Parsed for the bar, shown as written.
Sourcerequired	text	Where the number came from. Required, because a chart without one cannot answer a challenge.

What it does not do

A module chosen for something it cannot do costs more than one that was never offered.

One series per chart. Two makes it a metrics dashboard.
No axis configuration, log scales or dual axes. It is a bar chart with opinions.
Values are parsed leniently, so a mixed-format column produces a plausible but wrong bar.
No export. Screenshot or link to the page.

Before it works

What you have to provide, if anything.

Needs a dataset with a label column and something numeric.
Name the source honestly. It is the field that makes the chart usable in an argument.

In practice

A founder preparing a pitch.

“Revenue by channel for September, as a chart.”

What was said to the agent

What the agent built

Four series with values and the source recorded against each.

What changed

The trade channel at 3,120 against the shop at 14,200 reframed the pitch. The source line meant the number was never questioned.

Better with

These do a different job on the same data. An agent can have all of them.

ReportsLive

Someone outside the day-to-day needs the picture periodically, with interpretation rather than raw figures.

Metrics dashboardLive

Numbers move over time and the movement matters more than any single reading.

Data tableLive

The data is genuinely tabular, arbitrary, and being worked with directly rather than presented.

Questions

What data does the Charts page use?

It reads dataset records the agent has collected. Visualize any dataset. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a chart the wrong choice?

Exact values — pair it with a table. It is best for: trends and comparisons.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.