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Create a chart in Tux, then save it to Metrics → Custom for your team. Admins can create and manage charts; admins and analysts can view saved charts where Tux is enabled.

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Create and save a chart

1

Start with Tux

Go to Metrics → Custom and click Create with Tux, or open Tux and describe the chart you want.
Create a line chart of daily lead imports using the current Metrics dates.
Custom charts section with the Create with Tux button
2

Refine the preview

Ask follow-up questions to change the chart before saving.
Make it a bar chart and use blue.
Compare profiles and use weekly totals.
3

Save to Metrics

Click Save to Metrics on the preview, then View in Metrics to open the saved chart.
Hot Leads by Profile donut chart preview with the Save to Metrics button
Saved charts are shared with your organization.

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Chart types

Ask Tux to adjust colors, labels, icons, or axes as part of your request.

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Dates and filters

Saved charts recalculate from current data when loaded. Tell Tux how you want the date range to work: Charts following the page range use the last 90 days when All time is selected. Daily charts switch to weekly for page ranges longer than 366 days. Custom charts use their own saved filters. Include the profile or other conditions you want in your request to Tux.

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Arrange your charts

On Metrics → Custom, admins can:
  • Drag Move to reorder charts.
  • Drag the bottom-right resize handle to change a chart’s size.
  • Click Delete, then Delete chart to remove it for the organization.
Saved donut and line charts in Metrics, with Move and Delete controls
Layout changes save automatically. To change a saved chart’s metric or styling, ask Tux for a new preview, save it, and delete the previous chart if needed. For downloadable chart images and CSVs, see Exports & Downloads.