A description of the pie chart widget in reports.
Visualize your KPIs with a pie chart. Add several KPIs to the same chart, drill your data down to smaller segments, group by time or KPIs, and do so much more.
The pie chart allows adding up to 20 KPIs. Add an existing formula, edit it, or create a new formula right from the widget settings menu. You can also choose to drill down your metrics by specific parameters, based on the fields available in your data source that the formulas are built on.
For example, if you display the number of support cases for the current month, you can drill the data down by medium to see how many cases were treated over different communication channels, or by employee to see the number of cases completed by each support agent.
An example of a pie chart displaying the number of support cases completed by each agent over this month.
- Click on the legends on the widget to hide or show segments.
- Click on the data points on the widget to see details from the displayed KPIs.
The pie chart allows you to group data by Time or by KPIs:
- Time: this grouping option is available when one KPI with no drilldowns is added to the chart. It will then enable different grouping periods, depending on the selected time period. For example, if you look at data from the previous month, the widget will allow you to select between a daily, weekly, or monthly grouping. If you look at data from the current year, the widget will allow you to group data monthly, quarterly, or annually.
An example of a pie chart grouped by time over the previous 6 months.
Tip: When grouping by time, the widget might display legends in a randomized order. You can sort the legends in the “Customize” section to see them in chronological order.
- KPIs: grouping by KPIs enables you to look at one segment per KPI, or if you have selected any drilldowns - one segment per drilldown. The widget will display as many segments as the number of KPIs or drilldowns you have added to it.
An example of a pie chart grouped by KPIs, displaying data for closed deals, drilled down by country.
You can decide if you want to filter your data. If you want to see all data, select “Filter data by > All.” If you want to see data from specific teams or employees, select either the “Teams” or “Employees” option and add the teams or employees from the list.
Feel free to customize your chart. When editing, go to the “Customize” section in the upper-right corner. From there, you can add data labels, sort, adjust legend settings, or turn your pie into a donut! 🍩
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