The Bubble Room is a uniquely powerful tool for understanding patterns in a Customer portfolio. The key difference compared to standard dashboards is that Bubble Room displays each individual customer relative to each other, providing deep insight into customer cohorts.
The Bubble Room is overlaying a range of data in a very digestible way. Each bubble represents a Company, the size of the bubble represents the revenue they are generating, the colour of the bubble represents their current health and mousing over a bubble provides a tool tip of further information.
There are a few things to consider when using the Bubble Room
What cohort of Companies do you want to look at? Select this in the search bar at the top. You can filter bubbles so only Companies in a specific Company filter are shown, for example, only your Enterprise accounts.
What metrics do you want to contrast? Select these by clicking on either axis and. choose from a range of default options and any of your calculated metrics. For example, product usage against time to renewal.
🚀 Quick tip: If using a time based metric, place it on the horizontal (x) axis.
Once you have created the layout as you need, you can draw a square over any section to bulk select the companies within the square. For example, bulk selecting the companies that are nearing renewal data but have low usage. Once selected you will see their names below the chart and can take bulk actions using the ellipsis in the top right corner, for example, assigning a follow up Task to the Owner of all customers with low usage and an upcoming renewal.
📌 Important to note: There's a max limit of 500 bubbles at the time.
Watch the video below to learn more.