Optix Chart Library

Optix has a variety of charts meant to give the tools you need to visualize all of the necessary metrics for your business!

Gauges

Headlines
Used to show the advancement of sales and marketing activities/metrics as compared to the goal or max value. Used to show a simple metric/measure or to draw attention to one key number.
Capabilities:
Clearly shows progress towards reaching a Goal or manually entered value.

Can set a “max” and “min” values directly in sprocket menu of the visual with custom color ranges for thresholding.		 Capabilities:
Designed to display simple data
Compact, clear and precise.
Considerations:
Cannot show comparisons to previous period or goal.

Does not display granularity or trends over time.		 Considerations:
Does not display trends over time.

Formatting provided based on data type (change in dataset).

Donut
Used to show the trend of a simple metric/measure or to draw attention to one key number over time. Used to show a simple metric/measure or to draw attention to one key number.
Capabilities:
Designed to display simple data over time.

Compact, clear and precise.		 Capabilities:
Designed to display simple data
Compact, clear, and precise.
Considerations:
Can only show 1 comparison percentage (compare to previous period OR progress to goal OR same period last year etc.).

Does not display granularity or trends over time.

Formatting provided based on data type (change in dataset).		 Considerations:
Does not display trends over time.

Formatting provided based on data type (change in dataset)

Pie Chart

Bar/Column Chart
Used to illustrate numerical proportions through the size of the slices. Used to show comparison between values.

Capabilities:
Easys to interpret.

Great for showing distribution.

Capabilities:
Allows you to visualize patterns over a longer period and compare data to a previous period or goal (or both).

Especially valuable when you want to compare different Dimensions to each other.

Considerations:
Don’t get exact value or percentage of the whole unless you hover over the slice of the pie.

Doesn’t show comparison percentages.

Does not display granularity or trends over time.

 Considerations:
Can only add data from Single Metrics.

Line Chart

Area Chart
Used to give a more in-depth view of the trend, projection, average, and growth of a metric over time. Used to give a more in-depth view of the trend, projection, average, and growth of a metric over time.
Capabilities:
Allows you to visualize patterns over a longer period and compare data to a previous period or goal (or both)
Common visualization that most people can easily analyze.		 Capabilities:
Allows you to visualize patterns over a longer period and compare data to a previous period or goal (or both). Common visualization that most people can easily analyze.
Considerations:
Can only add data from Single Metrics.		 Considerations:
Can only add data from Single Metrics.

Single Y Combo Chart

Dual Y Combo Chart
Used to compare two different metrics (combination of the area, bar, and line graphs). Used to compare multiple different metrics (combination of the line and bar graph)

Capabilities:
Allows for 2 metrics that are related to be tracked against one another.

Ability to compare the movement/ patterns of one metric directly to the movement/ patterns of another. This allows the viewer to easily recognize the correlation between these metrics.

Automatically adds second y-axis when the difference between Metric values is reasonably large (greater than 3x difference). This allows users to better identify fluctuations between two Metrics. 

Capabilities:
Allows for multiple metrics that are related to be tracked against one another.

Ability to compare the movement/ patterns of one metric directly to the movement/ patterns of another. This allows the viewer to easily recognize the correlation between these metrics.

Automatically adds second y-axis when the difference between Metric values is reasonably large (greater than 3x difference). This allows users to better identify fluctuations between two Metrics. 

Considerations:
Maximum of 2 metrics can be added to the chart.

The second y-axis is automatically generated when the difference between Metric values is 3x or more. This is automatic and cannot be disabled.

 Considerations:
The second y-axis is automatically generated when the difference between Metric values is 3x or more. This is automatic and cannot be disabled.

Time Series Chart

Overlapping Bar/Column Chart
Used to compare numbers side by side (more advanced version of the Number Visual). Used to show comparisons between values.

Capabilities:
Can view 2 metrics side by side.
Metrics can be from 2 unique Data Sources or from the same Data Source.

Can show comparison percentage or progress to goal.

Capabilities:
Allows you to visualize patterns over a longer period and compare data to a previous period or goal (or both).

Especially valuable when you want to compare different Dimensions to each other.

Considerations:
Can only show 1 comparison percentage per metric (compare to previous period OR goal OR same period last year etc.).

Does not display granularity or trends over time.

 Considerations:
Can only add data from a single metric.

Bubble Chart

Scatter Chart
Used to compare two different metrics (combination of the line graph and bar graph). Used to show comparisons between values.

Capabilities:
Allows for 2 metrics that are related to be tracked against one another.

Ability to compare the movement/ patterns of one metric directly to the movement/ patterns of another. This allows the viewer to easily recognize the correlation between these metrics.

Automatically adds second y-axis when the difference between Metric values is reasonably large (greater than 3x difference). This allows users to better identify fluctuations between two Metrics. 

Capabilities:
Allows for 2 metrics that are related to be tracked against one another.

Ability to compare the movement/ patterns of one metric directly to the movement/ patterns of another. This allows the viewer to easily recognize the correlation between these metrics.

Automatically adds second y-axis when the difference between Metric values is reasonably large (greater than 3x difference). This allows users to better identify fluctuations between two Metrics. 

Considerations:
Maximum of 2 metrics can be added to the chart.

The second y-axis is automatically generated when the difference between Metric values is 3x or more. This is automatic and cannot be disabled.

Considerations:
Maximum of 2 metrics can be added to the chart.

The second y-axis is automatically generated when the difference between Metric values is 3x or more. This is automatic and cannot be disabled.

Heat Map Chart

Geo-Mapping Chart
Used to visually represent days that activity is exceptionally high or low. Used to compare two different metrics (combination of the line graph and bar graph).
Capabilities:
Clearly highlights hours/ days/ months where the metric value significantly increased or decreased metric values.		 Capabilities:
Clearly highlights hours/ days/ months where the metric value significantly increased or decreased metric values.

Considerations:
Key at the bottom updates with the Date Range (not always reflective of a typical calendar view).

Cannot show comparisons to previous period or goal

Considerations:
Key at the bottom updates with the Date Range (not always reflective of a typical calendar view).

Cannot show comparisons to previous period or goal

Pipeline Chart

Funnel Chart
Used to show the evolution of lead generation through the connection of marketing and sales data. Used to compare two different metrics (combination of the line graph and bar graph).
Capabilities:
Display data horizontally.
Limit of 10 “rows” that can be added and uniquely mapped.

“Sort” functionality tells the system whether or not to automatically rearrange the “row” items based on their value (highest → lowest) in order to create the typical “pipeline” visual.

“Step Conversion” option available:

Can choose “Step by Step,” which shows the conversion percentages from stage 1 → stage 2, stage 2 → stage 3, stage 3 → stage 4, etc.

Can choose “From First Value,” which shows the conversion percentages from stage 1 → stage 2, stage 1 → stage 3, stage 1 → stage 4, etc.

“Show Percent” toggle allows you to turn these conversion percentages on or off		 Capabilities:
Display data horizontally.
Limit of 10 “rows” that can be added and uniquely mapped.

“Sort” functionality tells the system whether or not to automatically rearrange the “row” items based on their value (highest → lowest) in order to create the typical “pipeline” visual.

“Step Conversion” option available:

Can choose “Step by Step,” which shows the conversion percentages from stage 1 → stage 2, stage 2 → stage 3, stage 3 → stage 4, etc.

Can choose “From First Value,” which shows the conversion percentages from stage 1 → stage 2, stage 1 → stage 3, stage 1 → stage 4, etc.

“Show Percent” toggle allows you to turn these conversion percentages on or off
Considerations:
Cannot show comparisons to previous period or goal.

Does not display granularity or trends over time.

 Considerations:
Cannot show comparisons to previous period or goal.

Does not display granularity or trends over time.

Pareto Chart

Rolling List Table
Used to track the stages potential customers travel through to eventually become a customer. Used to show and compare values for the same metric for different date ranges on one visual.
Capabilities:
Allows for 2 metrics that are related to be tracked against one another.

Ability to compare the movement/ patterns of one metric directly to the movement/ patterns of another. This allows the viewer to easily recognize the correlation between these metrics.

Automatically adds second y-axis when the difference between Metric values is reasonably large (greater than 3x difference). This allows users to better identify fluctuations between two Metrics. 

“Sort” functionality tells the system whether or not to automatically rearrange the “row” items based on their value (highest → lowest) in order to create the typical “pipeline” visual.

“Step Conversion” option available:

Can choose “Step by Step,” which shows the conversion percentages from stage 1 → stage 2, stage 2 → stage 3, stage 3 → stage 4, etc.

Can choose “From First Value,” which shows the conversion percentages from stage 1 → stage 2, stage 1 → stage 3, stage 1 → stage 4, etc.

“Show Percent” toggle allows you to turn these conversion percentages on or off.		 Capabilities:
Intended to show values of the same metric for different Date Ranges on one Visual.

Allows the user to see Daily // Weekly // Monthly // Quarterly // Yearly values of the same metric in one view (when applicable)

Can have a maximum of 10 “rows.”
Considerations:
Maximum of 2 metrics can be added to the chart.

The second y-axis is automatically generated when the difference between Metric values is 3x or more. This is automatic and cannot be disabled.		 Considerations:
Cannot show comparisons to previous period or goal.

Does not display granularity or trends over time.

Advanced Table

List Table
Used to list metrics side-by-side to truly measure the impact on your business. Used to show and compare values for the same metric for different date ranges on one visual.
Capabilities:
Can have 10 customizable columns, each with comparison percentages displayed.		 Capabilities:
Can have 10 customizable columns, each with comparison percentages displayed.
Considerations:
Can only select 1 Date Range (note that only matching Date Ranges across all used Metrics will be displayed).		 Considerations:
Can only select 1 Date Range (note that only matching Date Ranges across all used Metrics will be displayed).

Leaderboard

Table Chart
Used to rank your team’s activities such as who closed the biggest deal, what’s your best-selling product or who from your support team helped the most users. Used to list metrics by order of importance, ranking, etc. for a clear view and comparisons of metrics.
Capabilities:
Can have 2 customizable metric columns.

Capabilities:
Maximum of 10 customizable rows.

Allows you to see exact values and comparison percentages.
Considerations:
Does not display granularity or trends over time.

Considerations:
Does not display granularity or trends over time.

Can only have 1 customizable column + 1 comparison percentage column.

Multi-Tab Chart

Web Content
Used to display multiple line and bar charts in one visual. Used to display comments or add additional information to a Storyboard.

Capabilities:
Space-saving design.

Can have up to 4 different tabs displaying unique Line or Bar Chart.

Capabilities:
Allows the user to manually enter text directly onto the Storyboard.

Great to provide context and instruction to the viewer of the storyboard.
Considerations:
Can only select 1 Date Range at a time.		 Considerations:
Since this is manually entered text, it is not updating regularly like other Visuals on the Storyboard.

Static Content (Text & Images)

  
 
Used to display comments or add additional information to a storyboard.  

Capabilities:

Allows the user to manually enter text or images directly onto the Storyboard

Great to provide context and instruction to the viewer of the Storyboard

  
Considerations:
Since this is manually entered text, it is not updating regularly like other Visuals on the Storyboard		  

 

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