📌 Planhat versions
In the original Planhat platform (app.planhat.com), this feature was called the Bubble Room and was part of the Customer Intelligence Module.
In upgraded Planhat (ws.planhat.com), this has become the Bubble Chart, which you can include in Dashboard and Presentation Pages. You can find it in the "Distribution Charts" widget group.
The Bubble Chart is a uniquely powerful tool for understanding patterns in a Company portfolio. The Bubble Chart displays each individual Company relative to each other, providing deep insight into customer cohorts.
The Bubble Chart 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 tooltip with further information (example shown below).
A couple of things to consider when using the Bubble Chart:
What cohort of Companies do you want to look at? Select this via the filters 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 (i.e. have as your axes)? You can 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 can take bulk actions (which show at the bottom) - for example, assigning a follow-up Task to the Owner of all Companies with low usage and an upcoming renewal.
📌 Important to note: There's a max limit of 500 bubbles at the time.