Contract Value (Quick Chart)
Overview
- Column chart, the first of the two chart types the Quick Chart web part offers, rendering annual contract value by account
- Pie chart, the web part’s second chart type, added as a separate Quick Chart web part on the same page so one dataset answers two questions at once
- Automatic value labels above every column, with the category names angled along the axis when the web part runs out of horizontal room
- A value axis the web part scales and labels on its own, running here from zero to 600,000 in even steps
- Chart title plus custom X and Y axis titles, all typed straight into the web part property pane
- Pie slices labeled automatically with the category, its percentage, and the underlying value, which at fifty slices is exactly where a pie stops being readable and a column chart takes over
- Both charts read their source live and cap at fifty data points, the web part’s display ceiling; this example sits on that ceiling exactly
Benefits
- Ranks the whole book of business in one visual, so the top ten accounts are obvious without a sort
- Shows the long tail honestly – roughly half the accounts sit under 200,000
- Demonstrates the fifty-item ceiling in practice, which is worth knowing before a list of two hundred accounts is pointed at the same web part
- Turns a list the account team already maintains into reporting, with no new system to buy or roll out
- Serves both the sales director and the account manager, because both charts come off the same list
- Reads the list live, so the chart moves when a contract value is updated
- Takes about five minutes to set up, with no code and nothing to license beyond Microsoft 365
Details
- Chart Types: Column chart, Pie chart
Common Questions About the Contract Value Chart
What is this contract value chart built with?
The Quick Chart web part, out of the box in SharePoint, pointed at a standard SharePoint list. There is no CRM reporting add-on, no Copilot license, and nothing to license beyond Microsoft 365. Both charts sit directly on a SharePoint page next to the list they read from – the kind of clean, maintainable reporting Greg Zelfond builds for sales teams.
What is included in this contract value example?
A fifty-row SharePoint list of accounts, a column chart of annual contract value by account, and a pie chart of health scores. The column chart ranks contract value from Pemberton Aerospace at 521,000 down to Thackeray Publishing at 76,200. The pie shows fifty slices, each between 1.9 and 2.6 percent of the combined score.
Why include a pie chart with fifty slices?
Because it shows the boundary. A column chart handles fifty categories comfortably; a pie does not, and a score is not really a share of anything to begin with. Seeing both drawn from the same list makes the choice concrete: rank with columns, and save the pie for a handful of categories that genuinely add up to a whole.
What are the limits of the Quick Chart web part?
Four worth knowing. It draws column and pie charts only. It shows at most fifty items. The list needs one text column for the X axis and one number or currency column for the Y axis, or it will not appear as a data source. And it does no grouping or summing – one row becomes one data point, so the list must be pre-aggregated. This example sits exactly on that fifty-item ceiling.
Should we use Copilot, the Quick Chart web part, or Power BI?
It depends on how much you need. The Quick Chart web part is the lightest option – one chart, pointed at a list, no setup. A Copilot-generated dashboard suits a full page with filters and several linked charts that move together. Power BI earns its place when data volumes are large, sources need joining, or row-level security and scheduled refresh matter.
Can Greg build this for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he sets up the underlying list, shapes the columns so the chart is worth drawing, and builds the reporting around the questions your leadership actually asks rather than the ones the data happens to answer. Reach out through the contact page.
