Visualize Data With Charts

If your goal is to understand vast amounts of business data, and to communicate that understanding with coworkers, partners, and customers, being able to visualize your data is critical. CRM Analytics provides a chart for every need, each a means for illustrating key aspects of your business in just the right way.

CRM Analytics charts are integrated with the CRM Analytics tools you already use to explore data. Start with a dataset, explore with a lens, clip it to dashboard designer, and create a stunning dashboard.

• Customize Charts with Chart Properties
  To create the best visualizations for presenting your data, use chart properties to configure Analytics charts.
• Bar Charts
  CRM Analytics provides the following types of bar charts: Bar, Column, Stacked Bar, and Stacked Column. Use the Bar or Column chart to provide a quick visual comparison of related values. Use the Stacked Bar or Stacked Column chart to show groups within each bar.
• Calendar Heat Map Charts
  Calendar heat maps are useful for visualizing recurring discrete activities, such as closing accounts, over long periods of time. In this chart, you can easily change the granularity of the time-based grouping, such as from month to week or day.
• Column Charts
  Use a column chart (also called vertical bar chart) to show relative counts of things, such as leads or dollars. Use a stacked column chart to show groups within each bar.
• Combo Charts
  Use a combo chart to display at least two related series of data, such as discrete grouped values as vertical bars overlaid with a line chart representing an average value.
• Donut Charts
  Use a donut chart when you have a grouping and want to show not only the proportion of a single value for each group member against the total, but also the total amount itself. If you remove the donut's center by selecting 0% from the Center Size menu, this visualization is commonly referred to as a pie chart.
• Dot Plot Charts
  Horizontal and vertical dot plots use the size and coloring of bubbles to display multiple dimensions and measures. Use dot plots to visualize related data to compare performance or locate unusual values.
• Funnel Charts
  Use a funnel chart to visualize sequential data that can be broken up into stages, such as a sales cycle.
• Gauge Charts
  Use gauge charts to track progress along a single measure, such as how much revenue has been realized versus the target.
• Bullet Charts
  Bullet charts are perfect for comparing metrics against quantitative benchmarks and references, like current revenue with target revenue.
• Heat Maps
  Use a heatmap to visually enhance high- and low-value data when there's a single measure and multiple dimensions.
• Line Charts
  Use a line chart when you have one important grouping representing an ordered set of data and one or more values to show.
• Map Charts
  Use a map if you have data with a geographical component. Maps can shade areas in proportion to mapped values, allowing for visual pop-out of high-value areas. You can find the map chart in the dashboard designer.
• Bubble Map Charts
  Use a bubble map chart to visually indicate measure values in specified geographical areas.
• Geo Map Charts
  Geo maps allow you to visualize data that contains geographical coordinates (latitude and longitude). Using coordinates allows you to place visual data elements more precisely on map charts.
• Custom Map Charts
  Use a custom map if you have data with a geographical component that doesn't match any of the standard maps provided by CRM Analytics charts, such as custom regions. You can also use custom maps for areas that can be represented with polygons, such as stadium seat sections, city blocks, or floor plans.
• Matrix Charts
  Use matrix charts to create a table that represents measures visually, allowing you to quickly spot extreme values.
• Origami Charts
  Use an origami chart to create a striking horizontal visualization for easily identifying high- and low-value data when there's a single measure and a single grouping.
• Parallel Coordinates Charts
  Use a parallel coordinates chart when you have multiple measures and a single grouping. Parallel coordinate charts are useful for displaying how data elements in a grouping stack up against each other.
• Pyramid Charts
  Use a pyramid chart to visually highlight relative sizes of stacked dimension values.
• Radar Charts
  Use radar charts to display a small dataset with one dimension and at least three measure columns.
• Rating Charts
  Use a rating chart to get a sense of how well a measured quality, such as customer satisfaction, is meeting expectations.
• Sankey Charts
  Use a sankey chart to visualize the distribution of a measure from one grouping to another grouping.
• Scatter Charts
  Use a scatter chart to visualize correlation between two groups of data.
• Timeline Charts
  A timeline chart is a line chart with one axis dedicated to a time dimension. Use a timeline chart to show how a value changes over time.
• Time Bar Charts
  A time bar chart is a column chart with the horizontal axis showing a time dimension. Use a time bar chart to visualize changes over time with vertical bars, which is a great way to illustrate relative changes over time and highlight missing data.
• Time Combo Charts
  A time combo chart shows two or more measures over time. You can display each measure as a line or bar. You can display the charts on the same or separate axes.
• Treemap Charts
  Use treemaps to visualize hierarchical quantitative data, where containing rectangles designate relationship using color, and "leaf" rectangles represent quantity using area.
• Waterfall Charts
  Use a waterfall chart to show the cumulative effect of sequentially introduced positive or negative values with breakdowns of value totals. Also known as "flying bricks" or "Mario" charts. To include breakdowns of value totals, use a stacked waterfall chart.