When you're creating and designing dashboards in Planhat you're going to be visualising how your data is going to look. Planhat has a wide range of chart types that will bring your vision to life 😃.
For many of our chart types we have separate documentation - check out our articles here:
See below for details of some other chart/widget types.
Cohort Line and Bar Charts
As the name suggests, the Cohort Bar Chart is great for displaying data in cohorts. A good example of this is displaying your data by quarter. For example, we wanted to see the amount of churn there has been for each quarter and what the churn reasons were.
Cohorts in Cohort charts are based on a date value related to the data object you are visualising. For Company level data, options are things like the date the Company was created or its Renewal date. For the Conversation level, data options are when the Conversation took place or last updated etc. All Company level date options are available for other objects as well.
Metric data cannot be aggregated in Cohort Charts.
Time Series Bar and Line
Time Series charts enable you to aggregate your metric data into days, weeks, months, quarters or year buckets to see the development over time.
This chart type solves a number of use cases and is valuable in different ways when analysing an individual customer's behaviour as well as all customers in your portfolio.
There are 3 ways to think about Time Series data so we have provided some examples below explaining what they do and how to build them:
When analysing your portfolio, you might want to see the development of Logins week on week or month on month, so you would aggregate your data by "week sum" or "month sum". This will add up all events in the week or month and give you a total value for the period.
2. You may instead want to see the average daily number of Logins during each month, so instead you would aggregate by "month (daily average)". This will take the total for the period and divide it by the number of days in the period.
3. Alternatively, you might also want to see the average number of Activities by a customer during a month, in which case you would aggregate by "Month Sum", and choose "Avg All" or "Avg Values" in the Values section. This will take the total number of Activities in the period and divide it by the number of Customers included in the chart.
You could also view the Average daily activities per Customer by selecting Month (daily average) and Values "Avg (all)" or Avg (values):
