How to apply filters so the gauge chart calculates the sum only for records in a specific stage

For the gauge chart to calculate the sum only for a specific stage, use the calculated value option on the chart and apply a filter for the stage you want — the calculation then only considers records that match that criteria.

Why does filtering by stage matter for the calculation?

Without a filter, the gauge chart may sum every record in the table, mixing deals in very different stages — like "won," "lost," and "in negotiation" — into a single number. That skews the reading of the indicator, since closed values and values still in progress mean very different things.

Applying a stage filter ensures the value shown reflects exactly what the team needs to track, such as only closed deals or only ones still open.

How to configure the filter

Turn on builder mode and edit the gauge chart.
Choose the type of calculated value (sum, average, minimum, maximum, or record count).
Apply a filter for the stage you want — for example, only records in the "closed" stage.
Save — the gauge chart now shows only the result for that specific segment.

Setting	Result
No filter	Sums every record in the table
With stage filter	Sums only the records in that specific stage

Why choose Jestor

Gauge chart with calculated value built directly into the chart, no auxiliary field needed.
Support for sum, average, minimum, maximum, and record count in the same component.
Customizable style, including background color and whether to show the title.

FAQ

Can the filter combine more than one criterion, besides the stage?

Yes, you can combine stage filters with other fields, based on what the dashboard needs.

Does the gauge chart update automatically when a record changes stage?

Yes, the value is automatically recalculated as the table's data gets updated.

Does this feature also work for the target and minimum value?

Yes, both the minimum and maximum value can also be calculated directly on the chart. See more at jestor.com.

Reference video

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