Reports

What visualization should I use for my reports?

Last updated: November 1, 2017

When you build a custom report in the Reporting add-on, you have the option to choose a visual to display on your dashboard. There are eight different visuals you can use: bar, column, line, area, doughnut, pie, summary, and table. Below you'll find information on each to help you determine which one will work best for the data you're displaying.

Bar - Use a bar graph when you want to highlight how multiple metrics compare to each other. For example, if you want to compare how multiple ebooks performed against each other, this is a great way to display it. 

User-added image

Column - Use a column graph when you want to highlight how multiple metrics compare to each other. For example, if you are showing how many contacts you generated from different marketing channels, you could use a column graph. You may want to use a column chart instead of a bar chart if you have more data as it will be easier to display on your chart.

User-added image

Line - Use a line graph when you want to show the growth of a metric over time. For example, you may want to show a line graph when displaying the growth of the number of contacts in your database over a period of time.

User-added image

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.

User-added image

Doughnut chart Use a doughnut chart to show the components that make up a specific category over a fixed period of time. For example, if you want to view the breakdown of your contacts database by lifecycle stage, you can create a doughnut chart.

User-added image
User-added image

Pie chart - A pie chart is another visualization option that allows you to displaly the breakdown of a specific data set in a fixed period of time. 

User-added image

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 to show you a quick overview.

User-added image
User-added image

Table - Using a table is a great way to display your data when it is important to see exact numbers and not just general trends. For example, if you want to show the number of contacts broken down by lifecycle stage in a defined time period, this can be a great way to display the data. A table is also useful for more advanced cases, where you want to see different metrics at the same time. For example, you might want to see the number of deals by deal owner, along with the average days to close.

User-added image

User-added image

Was this article helpful?

If you still need help you can get answers from the , or to contact support.