Type of Reports & Charts
Reports
A report is simply a visual representation of your CRM data in the form of charts. It lets you decide what information you want to analyze and how you want to see it.
For example, think of it like asking a question: “Which region sold the most this quarter?” Instead of reviewing a long list, you get a bar chart or pie chart that gives the answer instantly.
Types of Charts
Choosing the right chart is important because it makes your data easier to understand. Below are the chart types available
1. Bar Chart (Vertical and Horizontal)
A chart with bars representing data values. Bars can be vertical (up/down) or horizontal (left/right).
Best for comparing categories side by side.
Example: Compare sales in different regions. Each bar shows total sales for one region, so you can quickly see which region is performing best.
See the below image of a vertical bar chart
2. Line Chart
A chart that connects data points with a line.
Best for showing trends or changes over time.
Example: Track monthly revenue for the last 12 months. The line will clearly show whether sales are rising, falling, or stable.
See the below picture
3. Area Chart
Similar to a line chart, but the area below the line is filled with color.
Best for showing trends with volume emphasis.
Example : For example, when you want to show both trend and contribution over time, use an area chart instead of a line chart. If you’re tracking revenue by product line, the filled area makes it easy to see not just the overall growth but also which product line contributes the most.
Please find the below image
4. Pie Chart and Donut Chart
A circle divided into slices (pie) or a ring (donut). Each slice shows part of the whole.
Best for showing proportions or percentages of a total.
Example: Show how many leads came from different sources (Google Ads, Facebook, Referrals). If 50% of your leads came from Google Ads, the chart will make that obvious at a glance. See the below picture
5. Scatter Chart
A chart that plots points on an X and Y axis to show the relationship between two variables.
Best for analyzing patterns, clusters, or outliers.
In a Scatter Chart, Break Down is mandatory. Adding a field here splits the data points into different colors or groups based on the selected field, helping you easily compare categories on the same chart.
Extra Axes in Scatter Chart
View Point Size By: Add data fields here to control point size (bigger points = higher values, smaller points = lower values).
View Point Detail By: Add a field here to further split the points within each breakdown group
Trend Line: A Trend Line is a straight line that shows the overall direction of data points. Even if the points are spread out and not in a perfect order, the trend line gives you a clear picture of the general pattern.
You can enable the Trend Line option from the chart settings when using a Scatter Chart.
See the below picture
Example: For example, using this chart helps you clearly identify which countries contribute the most to overall revenue and profit. The size of each bubble represents the number of units sold, while hovering over a bubble shows additional details such as item type, total revenue, and profit ,making it easy to compare high-performing and low-performing regions for better business decisions.
Note: In any chart, you can hover over a data point or bar to see a tooltip with information about that section.
The example below shows a hovered data point to make this feature clear. See the below image
6. KPI Chart
A KPI (Key Performance Indicator) Chart is used to display important business metrics in a simple, easy-to-read format. Instead of detailed tables or graphs, KPI charts show cards that summarize key numbers in one place, perfect for quick performance reviews.
Additional fields in Axis Chart
Compare By :- This option lets you compare KPI data between two different time periods using a selected date field .For example, you can compare this week’s sales to last week’s sales or check this month’s leads versus last month’s leads all within the same report.
When you add a date field (like Order Date, created date ) to Compare By, the report will group and compare data based on that field
In the field settings of compare by, when clicked on that compare by drop down is there , from there you can choose several comparison options like Today to Yesterday, This Month to Last Month etc and there is Custom Range option , which allows you to manually enter two date ranges you want to compare.
Next field settings of compare by is comparison logic
Comparison Logic :- It controls how the report needs to be shown the change between the two time periods. You can choose:-
Value Increase as Positive – Use this when higher values mean success. For example, more website visits in e-commerce, more booked appointments in a healthcare business, or higher course enrollments in education are all positive signs.
Color Code: The percentage value inside the card turns green when the value increases and red when it decreases.
Value Increase as Negative – Use this when higher values indicate a problem. For example, more refund requests in online sales, more downtime incidents in IT operations, or more late deliveries in logistics are negative trends.
Color Code: The percentage value inside the card turns red when the value increases and green when it decreases.
For example, see the below image , it shows the sales count for different item categories compared between last month and the current month. The green percentage indicates growth (sales have increased), while the red percentage indicates a drop (sales have decreased).
7. Combination Chart
This chart lets you display two types of charts together in one visualization. Here, it combines a bar chart with a line chart on the same graph.
Optionally, You can also stack the bars on Y1 axis by adding a field under Breakdown for Y1 axis.This splits each bar into smaller colored groups (e.g., sales by region within each product), helping you compare both the total trend and the distribution inside each bar at the same time.
Can be used to see relationships between two measures that use different scales
For example, use a combination chart to track Monthly Revenue and Units Sold Together. The bars can show the total revenue for each month, while the line represents the number of units sold. This makes it easy to see whether revenue growth is coming from higher sales volume or higher prices.
See the below image
9. Pivot Table
A Pivot Table lets you summarize and reorganize large sets of data into a simple table format.
It allows you to arrange data into Rows, Columns, and Values so you can see comparisons and breakdowns clearly.
It help you see your data clearly. You can quickly add up totals, compare groups, and analyze multiple categories.It let you look at many things at once in one table.
In chart settings we have -
Show Total - When enabled, this adds totals for each row and column so you can instantly see overall values. Example: In a sales report, you can view total sales of each product type across all users.
Show Percentage in the Table - This option converts raw numbers into percentages, making it easier to compare proportions. Example: Instead of only seeing “10,000 units sold,” you’ll also see “25% of total sales. (More details about these settings are explained later in this document.)
For example, the pivot table below shows the total cost for each item type split by sales channel (Online/Offline) and grouped by owner. This makes it easy to compare how each owner is performing across channels and see which product categories are driving the highest costs.
10. Gauge Chart
A Gauge Chart is used to display a single value and show how it performs against a target value within a defined range.
It gives a quick visual of whether your performance is low, on track, or exceeding expectations.
Target Line - The Target Line is a thin marker on the gauge that shows your goal or benchmark value.Enable the option and enter a target value (e.g., 10,000). A line will appear on the gauge showing your goal. Can quickly check if your value is below, at, or above target.
Color Bands – Enable and set Min–Max ranges with colors like red, yellow, green etc . The gauge background changes based on these ranges. User can easily see performance levels at a glance.
For example, Use a gauge chart to track your monthly sales target. If your goal is ₹500,000 and your team has achieved ₹320,000 so far, the gauge visually shows progress towards the target. This helps quickly identify if you are on track or need to take action to meet the goal.
See the below picture
10. Funnel
A Funnel Chart is used to visualize data as it moves through stages, showing how values decrease step by step.
It’s ideal for understanding conversion rates or drop-offs between stages.
Top segments are highest value and lower segments narrow as values decrease.
For Example, Use a funnel chart to visualize your lead conversion process — starting from total leads captured, then qualified leads, proposals sent, and finally closed deals. The narrowing shape highlights where the biggest drop-offs happen, helping you focus efforts on the stages where you lose the most leads.
See the below image
11. Simple Table
A Simple Table is used to display summarized data in a clear, easy-to-read tabular format. It does not visualize the data graphically but shows the exact numbers for each category. For example,You can use a Simple Table in the Call Log Module to monitor call performance at a glance.
See the below image
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