This article will give you an overview of how to build and use the bar + line chart in Grow.
Comparison of categories. You could use this chart type to compare the data for the current period for a sales rep (bar) and the same period for the previous quarter, month, week, etc. (line). This can be tweaked to be leads by source or any other category comparisons.
Count vs. cumulative sum. This one can be used with a daily lead count or count of deals closed, along with a cumulative sum.
Do you have other use cases for bar + line charts? Let us know!
How to build a bar + line chart
To build a bar + line chart, first log in to your Grow account and click Add Metric. Choose your data source, connect your data, and press continue.
In Edit Metric, click on the chart type menu to view the list of charts. Go ahead and select Bar + Line Chart.
Next, you’ll need to select your data series. Note that the first data series you select will be the bar, and any subsequent data series you select will be a line.
Once you’ve selected your data series, you can format each series. (Check out this article to learn how to do formatting.)
One chart feature that may be useful when using a Bar + Line Chart is 2-value axes. 2-value axes are useful when each data series may be on a different scale.
For example, if my sales revenue is in the thousands, but my actual count of sales is in the hundreds, 2-value axes would allow you to see both without unnecessarily squishing one data series or the other because of its relative size.
To enable 2-value axes, expand the Data Series header. Underneath your data series selections, you will see some checkboxes. Make sure the Enable 2 Value Axes checkbox is selected.
Please note that when you enable 2-value axes, your metric will only be able to support one bar and one line data series. Any additional series you have selected will not be displayed.
Questions about Bar + Line Charts? Chat in on the site and we’ll be happy to help.