Insights for the data driven leader.

Charts : The Best Way to Track Your Metrics in Sales and Marketing

Hello! We’d like to introduce you to Chart. His friends call him Graph, hope you can get to that level soon!

Chart is a graphical representation of your data, and that data is represented by symbols.

We wanted to take the time today and share a quick bio on Chart so you’ll recognize him in the upcoming months. Chart is the BEST way to track your sales and marketing metrics. When you look at / study / or hang out with Chart, it’s one of the best ways to visualize your data. He loves showing you quick views and insights into the metrics you’re tracking and … Hey, he’s a pretty good looking guy if you ask us!

In this post, we’ll walk you through his many faces and explain some reasons to WHY he chooses to ‘wear’ a certain style, so, without further ado, we give you the Many Faces of Chart:

Line Chart

DataVibe Line Chart +Campaign Performance

Line chart is one of the most common graphs out there. This guy displays information as a series of data points connected by straight line segments on an X-Y axis. Line charts are best used to track changes over time, using equal intervals of time between each data point (e.g., campaign performance over time).


Area Chart

DataVibe Area Chart + Demo Trajectory

Area charts depict a time-series relationship. But unlike line charts, this guy can also visually represent volume. Information is graphed on two axes, using data points connected by line segments. The area between the axis and this line is commonly emphasized with color or shading for legibility. Most often area charts compare two or more categories.(e.g., demos this month compared to demos last month)


Bar Chart

DataVibe Bar Chart + Capmaign Pipeline attribution

The bar chart is a chart with rectangular columns proportional in length to the values they represent. Simply put, longer bars equal bigger numbers. On one axis these bars compare categories, while on the other they represent a discrete value. You can also incorporate Stacked Bar Graphs into this look for additional insights. (e.g., Campaign Pipeline Attribution)


Horizontal Bar Chart

DataVibe Horizontal Bar Chart + Rep Calls

Take the bar chart, flip it on it’s side and behold… it’s a fly looking horizontal bar chart.


Bubble Chart

DataVibe Bubble Chart + Lead review

In its most basic form, a bubble chart communicates two dimensions of data: one, a numerical value visualized in the scale of its circular bubbles, and the second in what each bubble represents. Simply put, larger bubbles equal larger values. (e.g., Above shows campaigns that are generating leads plus the quality of the lead based on score or bubble size).


Funnel Chart

DataVibe Funnel Chart + sales funnel

This good looking chart is used to visualize the progressive reduction of data as it passes from one phase to another. Funnel Charts are often used to represent stages in a sales process and show the amount of potential revenue for each stage. This type of chart can also be useful in identifying potential problem areas in an organization's sales processes.


Pie Chart

DataVibe Pie chart + Leads by campaign

Here’s a type of graph in which a circle is divided into sectors that each represent a proportion of the whole. What makes this look so visually powerful is that the central angle, the outside arc length, and the area these define all proportionally correspond to the quantity they represent. (e.g., Leads by Campaign)


And don’t forget…


DataVibe Table + Pipeline outdated

We didn’t want this ‘look’ to be left out—even though there isn’t a visual representation of info here, this table still organizes your data in a logical fashion. The best feature is that you can have endless rows and endless columns. The ‘accessorization’ is infinite!

So, let’s bring it home. The next time you are trying to visualize your sales and marketing metrics, give ol’Chart a call and let him help you get a grip on your data!

October 24, 2016
Jacey Lucus

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