Reports

Reports visualization types

Last updated: November 1, 2017

Applies to:

Reporting
Reporting add-on
Marketing Hub  Professional, Enterprise
Sales Hub  Starter, Professional
Legacy Marketing Hub Basic

When you customize reports, you can select a visualization type to display your data. There are eight different visualization types you can use, depending on the data in your report: bar, column, line, area, doughnut, pie, summary, and table.

Bar 

Use a bar graph when you want to highlight how multiple metrics compare to each other. For example, you can compare how multiple ebooks performed against each other. 

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Column

Use a column graph when you want to highlight how multiple metrics compare to each other. For example, you can see how many contacts you generated from different marketing channels. If you have a large amount of data, a column chart may be a better option than a bar chart. 

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Line

Use a line graph when you want to show the growth of a metric over time. For example, use a line graph to display the growth of your contacts over time.

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Area 

Use an area graph when you want to show multiple data sets and their relative growth over time in comparison to each other. You can see how each data set grew individually, but also how they added to your metrics as a whole.

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Donut 

Use a donut chart to display a breakdown of a metric. For example, use a donut chart to see a breakdown of your total contacts by lifecycle stage.

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Pie

Similar to donut charts, pie charts are used to display a breakdown of a metric. For example, use a piechart to see a breakdown of your total contacts by lifecycle stage.

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Summary 

This visual will give you a quick snapshot of your data by displaying exact metrics. For example, if you want to keep track of how many calls, emails, or meetings your sales reps have placed during a given time period, you can set up an engagements report using count of engagements and type.

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Table 

Use a table is to display your data when it is important to see exact numbers for multiple metrics together, and not just general trends. For example, use a table to see the number of deals by deal owner, along with the average days to close.

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