![]() Sum of daily values across a period (week, month, quarter, year)Īverage (mean) of daily values across a period (week, month quarter, year)Ĭhoose how many periods (the timespan) you want to show for the metric (maximum 60)Ĭhoose what values you want to show for the metric: Select the metric you want to compare buckets on over timeĬhoose how you want to aggregate the metric temporally: Portfolio bar graph series#Select the "Stacked Time Series Bar" chart under "Trend Charts" in a Page or a Custom Company Tab Stacked TS Bar: Slicing your portfolio over time, into.Ī basic Stacked Time Series Bar chart has a few key parameters you should input, step-by-step. Portfolio bar graph free#Feel free to watch the video below for a common example using health scores, or read on for a step-by-step guide. "Customers by # of Accounts", to better understand the share of differently sized companies in your portfolio over time "Development of ARR segments over time", for a discussion with Revenue Operations on how your renewal base segments are evolving "Number of companies in each health score range (red, amber, green)" for a Management Report That's where the Stacked Time Series Bar chart (or Stacked TS, for short) comes in: it's an intuitive way to slice up your portfolio into buckets across a single metric, over time. "Is my portfolio healthier this quarter than it was last quarter? In other words, do I have fewer companies in the "low" health range and more in the "high" health range?" "Am I serving a greater proportion of large customers or small customers? How has my distribution of customers by size changed in the past year?" ![]() "What is the total ARR contribution of my low-ARR customers and how has it evolved over time?" ![]() low-ARR customers in my portfolio this quarter, versus last quarter?" Naturally, you might be seeking answers to questions like: While it's useful to see how your portfolio has evolved over time, for example, via a Time Series Bar, there are many cases where this type of view tells only part of the story. ![]()
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