Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
CRM Analytics
Choose the Right Chart for Your Data

Choose the Right Chart for Your Data

First decide what insight matters most, then choose a chart type that delivers it.

In general, use bar charts for values and line charts for trends unless you have a specific reason to do otherwise.

Match the chart to the insight

  • To compare values, use a bar or column chart.
  • To show a trend over time, use a line chart.
  • To show composition, use a stacked bar chart, or a donut chart with no more than five slices. To compare parts across groups, use a stacked bar chart rather than multiple donut charts.
  • To show distribution or relationships, use a scatter plot, heat map, or bubble chart.
  • To support lookup, use a table.
Example CRM Analytics dashboard using KPI number tiles, a funnel chart, a line chart, a stacked bar chart, and a table.

Follow chart-specific guidelines

  • Start the y-axis of a column or bar chart at zero so that you don't misrepresent values.
  • Use a single color for bars, and use a lighter or darker shade to highlight one data point.
  • Limit a line chart to three lines, and scale the axis so that the lines fill about two-thirds of the chart.
  • Order data consistently, such as ascending, descending, or alphabetically.
  • If a chart needs a long title or caption to make sense, reconsider whether it's the right chart.
 
Loading
Salesforce Help | Article