The Bubble Chart allows you to visualize data across three dimensions—X, Y, and Z—within a single chart. This type of visualization is ideal for uncovering relationships between metrics and identifying trends.
Below is an overview of the configuration form used to set up a Bubble Chart in Servis.ai.
Bubble Chart Settings
In this section, we’ll guide you through the steps to set up a Bubble Chart using a practical example to demonstrate how it works.
General
-
Type
Specifies the type of chart. For this form, it is preset to Bubble Chart. -
Title
The name of the chart. This title will appear wherever the chart is displayed—such as in dashboards or reports. -
View
Defines the data source, such as an Embedded View, which determines the dataset shown in the chart. -
App
Indicates the app or module that provides the data (e.g., Contacts, Deals, etc.). -
Condition (Optional)
Apply a condition to narrow down the dataset (e.g., “Name contains ‘John’”). -
Filter
Add advanced filters to further refine the records included in the visualization.
Calculations Section
Use this section to define the numeric values or metrics that will be plotted:
-
Add Calculation
Click to begin defining data points that will be calculated and visualized. -
Field / Calculation
Select one or more fields and choose an aggregation method (e.g., Count, Sum, Average). No default calculations are set—this must be configured manually.
Axis Configuration
Set up how data is represented across the three dimensions:
-
X-Axis Field
Choose the field that will be plotted along the horizontal axis. -
X-Axis Function
Select the aggregation method to apply to the X-axis data. -
Y-Axis Field
Choose the field for the vertical axis. -
Y-Axis Function
Select the aggregation function for the Y-axis data. -
Z-Axis Field
Defines the field that determines the size of each bubble. -
Z-Axis Function
Choose how the Z-axis values (bubble size) should be calculated.
Labels and Display Options
Enhance readability and clarity by adjusting the display settings:
-
X-Axis Title
Enter a custom label for the horizontal axis. -
Y-Axis Title
Enter a custom label for the vertical axis. -
Show Legend
Toggle to display a legend identifying each data group. -
Show Labels
Enable this option to show labels for each plotted bubble. -
Show Values
Toggle this setting to display numeric values directly on or near the bubbles.
Creating and Viewing a Bubble Chart in Servis.ai
Objective
Let’s say you want to visualize how your sales representatives are performing by comparing the Deal Age (X), the ARR (Y), and the ARR of each Deal (Z). This helps you identify high-performing reps based on both quantity and quality of deals.
Step-by-Step: Setting Up the Chart
Navigate to the Dashboard
- Go to the app’s dashboard where you want the chart to be added (e.g., “Opportunities” app dashboard).
Click on “+ Add Widget”
- Choose Bubble Chart as the widget type.
Configure General Settings
- Title: Sales Rep Performance
- View: Select a saved view that includes all closed deals.
- App: Choose the Deals app.
-
Condition: Optional – Add a condition like
Stage = Closed.
Fields & Calculations
- X-Axis Field: Deal Age — with Average to show the age in days the deal has.
- Y-Axis Field: ARR — with Sum to reflect total revenue.
- Z-Axis Field: ARR — with Average to show average deal size.
Configure Labels and Display Options
Set:
- X-Axis Title: ARR
- Y-Axis Title: Deal Age
Viewing the Bubble Chart
Your chart will now display each sales rep as a bubble:
- The horizontal position (X) reflects the number of deals.
- The vertical position (Y) reflects total revenue.
- The bubble size (Z) reflects average deal value.
This visual immediately highlights reps who close many deals, reps who close high-value deals, and those who do both.