Charts
Last updated
Last updated
Presight supports a wide variety of chart types designed to help you tell compelling stories with your data, uncover insights, and make smarter business decisions. Here's an overview of the chart types, their purpose in a business context, common use cases, and the setup requirements.
Purpose: To highlight critical numbers that reflect your business performance at a glance. Think of it as your dashboard's headline metric.
Example Use Case: Showing total revenue, daily active users, or customer churn rate.
Setup Requirements:
Metrics: Exactly 1.
Breakdowns: Multiple, optional, typically None.
Time Context: Not needed.
Purpose: Ideal for showing trends over time and tracking changes. It’s great for spotting growth patterns or seasonal fluctuations.
Example Use Case: Monitoring monthly sales trends or website traffic over a year.
Setup Requirements:
Metrics: At least 1.
Breakdowns: Multiple, optional, typically 1.
Time Context: Recommended.
Purpose: Perfect for comparing performance across different categories, like regions or product lines. It helps you quickly identify which areas are doing well and which need attention.
Example Use Case: Comparing revenue by region or sales by product category.
Setup Requirements:
Metrics: At least 1.
Breakdowns: Optional, multiple.
Time Context: Recommended.
Purpose: Similar to a bar chart but with horizontal orientation, making it easier to read when dealing with long category names or a lot of data points.
Example Use Case: Ranking products by sales volume or sorting departments by profitability.
Setup Requirements:
Metrics: At least 1.
Breakdowns: 1.
Time Context: Recommended.
Purpose: Great for showing how a whole is divided among its parts. It answers questions like, "What portion of our revenue comes from Product A?"
Example Use Case: Displaying the share of sales by product category.
Setup Requirements:
Metrics: Exactly 1.
Breakdowns: Typically 1.
Time Context: Not Required.
Purpose: A visually engaging way to show how values build over time, making it perfect for cumulative data trends.
Example Use Case: Tracking the total growth in revenue or customer acquisition over a year.
Setup Requirements:
Metrics: At least 1.
Breakdowns: Multiple, Optional.
Time Context: Recommended.
Purpose: A versatile chart for comparing multiple data points using different chart types, like bars and lines together.
Example Use Case: Comparing monthly revenue (bars) against profit margin trends (line).
Setup Requirements:
Metrics: At least 2.
Breakdowns: Multiple, Optional, per Metric is supported.
Time Context: Recommended.
Purpose: Unlike the Event Funnel, which tracks individual user journeys, the Metric Funnel visualizes the aggregated total of metrics for each stage in a process. It’s a great tool for comparing the relative sizes of different stages.
Example Use Case: Comparing total revenue, costs, and net profit as steps in a financial process.
Setup Requirements:
Metrics: At least 2.
Breakdowns: Optional, Multiple.
Purpose: Perfect for understanding the relationship between two factors. It helps answer questions like, "Does spending more on ads lead to higher revenue?"
Example Use Case: Comparing advertising spend against revenue or analyzing employee performance.
Setup Requirements:
Metrics: Exactly 2.
Breakdowns: Multiple, Optional.
Time Context: Not Required.
Purpose: A powerful way to showcase proportions within a hierarchy. It answers, "Which products or regions contribute the most to sales?"
Example Use Case: Visualizing revenue by product category and subcategory.
Setup Requirements:
Metrics: Exactly 1.
Breakdowns: At least 1.
Time Context: Not Required.
Purpose: A fun and creative way to compare data points with size, position, and color to show relationships or impact. It’s great for storytelling.
Example Use Case: Displaying market size (bubble size) by region and profitability (X and Y axes).
Setup Requirements:
Metrics: Exactly 3 (X, Y and Size)
Breakdowns: Optional, Multiple, Color Coded using Legend is supported.
Time Context: Not Required.
Purpose: Use this to find patterns, correlations, or hotspots in your data, represented by varying shades of color.
Example Use Case: Analyzing sales performance across regions and sales teams.
Setup Requirements:
Metrics: Exactly 1.
Breakdowns: At least 2.
Time Context: Not Required.
Purpose: Best for explaining the story behind changes in a value, like how various factors contribute to profits.
Example Use Case: Breaking down profit growth by cost reductions and increased revenue.
Setup Requirements:
Metrics: Exactly 1.
Breakdowns: Optional 1.
Time Context: Recommended
Purpose: Tracks and visualizes the step-by-step journey of individual users as they progress through a sequence of events. This chart is excellent for understanding user behavior, identifying drop-off points, and improving conversion rates.
Example Use Case: Tracking a customer’s journey from visiting a website to making a purchase or completing onboarding steps.
Setup Requirements:
Events: More than 1.
Metrics: Optional.
Breakdowns: Multiple, Optional, Typically 1
Time Context: Recommended.
Purpose: A great tool for analyzing customer behavior over time. It answers questions like, "How many customers return after their first purchase?"
Example Use Case: Evaluating customer retention rates by cohort (e.g., sign-up month).
Setup Requirements:
Events: Exactly 2 (1 cohort and 1 returning)
Metrics: Optional.
Breakdowns: Multiple, Optional.
Time Context: Recommended.
Purpose: Perfect for illustrating flows or connections between different stages or categories. It’s great for seeing how things are distributed or moved.
Example Use Case: Visualizing user journeys through a website or tracking supply chain flows.
Setup Requirements:
Events: Exactly 1.
Metrics: Optional (flow-based visualization).
Breakdowns: Not Supported.
Time Context: Recommended.
