Summary
Displays current snapshot or data over time? Current snapshot
Source data: Field (or metric)
Description: Speedometer-like design, which shows a percentage: how much (of a model or property) meets a rule (criteria) v. doesn't meet the rule
Use case example: Percentage of Invoices overdue
Who is this article for?
Planhat Users who are designing Dashboard and Presentation Pages (e.g. CS Ops)
What are Gauge Charts?
Gauge Charts are a type of "Share Chart", the same group as Pie, Doughnut and Radar Charts, but they are unique in that there are always two segments: data that meets a rule (the percentage), and data that does not meet the rule.
The data being divided into these two parts can be the count of records of a model (e.g. the number of Companies) or look at a property (e.g. Company ARR).
You have a great deal of flexibility when configuring the rule criteria, and can even build multiple sub-rules if necessary.
Like the other Share Charts, Gauge Charts show a snapshot of the current data.
Why use Gauge Charts?
Gauge Charts are great for when there is a target you're working towards - there is a binary between achieved v. not achieved, and you'd like to see the proportions.
Depending on your rule, you may be aiming to either increase the percentage (e.g. percentage of Companies with a "good" Health Score) or decrease the percentage (e.g. percentage of Invoices that are overdue).
Use case examples include:
Monitoring Invoice payments - e.g.:
Percentage of Invoices that are overdue
Percentage of Invoice value that is overdue
Analyzing Health Score distribution - e.g.:
Percentage of Company ARR that belongs to Companies with good Health
Percentage of Companies with bad Health
"Data hygiene" (i.e. whether data has been entered in your Planhat tenant)
Percentage of Companies where CSM Score has been filled in (has value)
Percentage of End Users where Relationship Score has been filled in (has value)
You can easily apply filters to specific Widgets (see the instructions below for further details) including Gauge Charts, which means you can design a Dashboard/Presentation Page with multiple Gauges next to each other for comparison.
How to set up a Gauge Chart
The main steps are:
Choose a data model (object) - e.g. Company
Choose either:
Sharing via counting the number of records - e.g. number of Companies
Or sharing via a property on that model - e.g. ARR
Define the rule you're assessing the data on (what defines the percentage) - e.g. CSM Score is more than 3
Within a Dashboard or Presentation Page, click on "Share Charts" and then "Gauge"
You'll see a form that looks like this:
In the "Setup" tab
Choose an "Object" (i.e. data model), e.g. Company
In "Value", choose between:
"share (count)" - this will consider the number of records of that model, e.g. the number of Companies
"share (by)" - if you select this, you will also need to select a "Property" (field or metric), e.g. ARR
In "Rules", you define your criteria - if the records/property match this rule, they will count towards the percentage shown in the Gauge Chart. Click "+ Rule" to start configuring a rule
For example, this could be "Status is equal to Overdue" for the Invoice model, or "Health Score is more than 6" for the Company model
📌 Note: Health Score is called "Hlth" in the dropdown
You can even create multiple sub-rules, and match by "any" (equivalent to OR) or "all" (equivalent to AND) - e.g. you might want "Match any" if you have sub-rules for "Phase is equal to Adoption" and "Phase is equal to Success", but you might want "Match all" if you have sub-rules "Phase is equal to Adoption" and "Tier is equal to Enterprise"
In "Name", you can optionally enter a title for your Widget, which will display within the Widget
An alternative, particularly relevant for Presentation Pages, is to use a separate simple Text Widget if you would like different formatting options
In "Description", you can optionally add a description for your Widget
This will show in the Widget as a tooltip on an "i" icon
An alternative could be to use a simple Text Widget alongside your Gauge Chart
In "Chart Type", you can switch chart types if you like
In the "Customization" tab
There are actually no customizations to configure here for a Gauge Chart - nice and simple!
Click "Add filters" in the top right of the chart preview if you'd like to add a filter
Here you can select a filter so that the Gauge Chart shows specific data. So, for example, if you're building a Gauge Chart showing the percentage of Companies with a high Health Score, here you can specify that you only want to include SMB Companies, or only Enterprise Companies, and so on
You can either select from an existing "Company Filter" ...
... or build an "Advanced Filter" from scratch
When you've finished configuring your Gauge Chart, click the orange "Add widget" button in the bottom right
If you want to go back and edit your Gauge Chart later on, it's easy to do so. While viewing the Page in Edit mode, mouse over the Widget (Chart), and click on the pencil icon to open up the Widget setup form again.
Pro tips
As we showed earlier in this article (here), it can work well having duplicates of the same Gauge Chart next to each other within a Page, but with a different filter applied to each Gauge Chart, so you can make quick comparisons between different tiers or regions etc.
If you want to do this, you can easily duplicate a Gauge Chart Widget rather than having to build it from scratch each time. While viewing the Page in Edit mode, right click on the Widget, and select "Duplicate".
Comparison with other Widgets
Gauge Charts are most similar to Pie Charts and Doughnut Charts in that they divide a whole into segments, can show a percentage, and focus more on proportions rather than absolute values.
However, Gauge Charts are unique in that they always have 2 segments based on a whether a rule (which you configure) is either matched or not matched.
If you don't have a specific goal/target and would prefer to show absolute values rather than a percentage share (e.g. you want to show the number of overdue Invoices rather than the percentage of Invoices that are overdue), you could consider using a KPI Widget instead.