Share charts
Let's have a deep dive into the “Share Charts” category in Pages. These charts are quite straightforward, and we’re sure you’re already very familiar with most! 🥧 🍩
All share charts are looking at current data, giving you a snapshot in time. They are great for giving you a quick view of relative proportions - which is the biggest segment, who has the least accounts, etc. This means they are especially well suited when the data can be split into distinct, separate categories.
Even these relatively simple charts are powerful and interactive! As for most charts in Planhat, you can click into share charts to drill down into the data if needed, getting a view of the individual records that make up that specific category.
Pie Chart and Doughnut Chart
As we’re sure you know, a Pie Chart is a circle split into wedges, where each wedge corresponds to the proportional size of a category. A Doughnut Chart is exactly the same, just with a hole in the middle! 🍩
🤓 Pro tip: Layer a KPI widget on top of the Doughnut chart to elevate your Page design!
Typical use cases for Pie Charts and Doughnut Charts include:
Count of Conversations, split by Type
Count of Tasks, split by Outcome (”overdue” / “not yet due” etc.)
Count of Companies, split by Owner
Count of Companies, split by Health Score
Count of Churn, split by Reason
Company model - sum of ARR, split by Phase
Company model - average Health Score, split by Owner
To configure one of these charts:
Choose a model or object - e.g. Company
Choose what the “whole” represents:
Counting the number of records
A property (from a choice of metrics and fields) plus an operation (sum, average, max or min)
Choose what category property defines the segments/wedges - e.g. Conversation Type, Task Owner
🚀 Pro tip: By default, the segments of Pie and Doughnut Charts will be labelled with their values (e.g. sum of ARR), and you can get an idea of the proportion by looking at the relative sizes. But sometimes, you’d like to clearly see the percentage that each segment represents. In this case, simply enable the toggle switch “Show Percentage”, and you’ll see the percentage as well.
👑 Pro tip: Optionally, you can get really fancy and group values together, rather than plotting them all individually. For each custom segment, you choose a label, pick a colour, and specify which values in the category belong to the group. A standard example would be health scores, where you could define values 0-6 to be red, 7-8 amber and 9-10 green. You’ll see examples of this in the “Health Club” template Page!
Radar Chart
Radar Charts display pretty much the same data, but visualise the proportions in a slightly different way: rather than wedges, the Radar is a web-like representation, with points representing each category's contribution to the total.
Note that you can’t define custom segments on this type of chart.
Gauge Chart
Gauge Charts are unique in that there are always two segments: data that meets a rule (the percentage), and data that does not meet the rule.
Use cases include:
Percentage of Invoices that are overdue
Percentage of Invoice value that is overdue
Percentage of Company ARR that belongs to Companies with good Health
Percentage of Companies where CSM Score has been filled in
Percentage of End Users where Relationship Score has been filled in
Gauge Charts are great for when there is a target you're working towards. There is a binary between achieved/not achieved and you’d like to see the proportion.
To configure a Gauge Chart:
Choose a model - e.g. Company
Choose between counting the records (e.g. number of Companies), OR choose a property (a field or metric, e.g. ARR)
Specify the rule(s) that the percentage will reflect - e.g.:
Invoices with Status equal to Overdue
Companies with Health Score greater than 6
End Users where Relationship Score has value