📊 What are charts?

Our Chart feature is part of our Pro package, and allows you to visualize your data, to easily make comparisons, and spot trends.

You can customize your charts to get the view you're after, as well as save, share and export the charts you create.

🛠️ Creating a chart

To create a chart, select Reports in the main navigation menu, and then Create chart in the dropdown.
Then, on the left hand side, drag and drop what you'd like displayed in the x-axis, and what you'd like the series (bar or line) to represent:

By default, you'll have the x-axis showing the timeframe of this month, and the series showing the metrics, since this was the most frequently used configuration option! Simply drag and drop to make a change.
To add a metric, select the + icon next to the metric card, search for metrics in the list, and tick all the metrics you wish to show.
To remove or reorder the metrics selected, select edit next to the metric card, then drag and drop to reorder, or select the settings icon on the right of the metric to edit it or delete it.
To select a timeframe, select the dropdown next to the date-picker, and select an option:
❗️Note: to compare two time periods, the timeframe needs to be represented by the series. You are not able to use the 'Split by' function when comparing two time periods.
Choose a primary filter. Essentially, this narrows down the dataset for you.
A filter can be a timeframe, a metric, or an entity, such as the entire company, or a team.
Last step: customize your chart. From the options on the top right, select:
- The type of chart to display (options include bar and line)
- The colors under theme
  💡To add a completely custom color scheme, head to Customize OneUp under the Manage menu, then add a color scheme in the Charts area!
- Customization options:
  - show only full user performance - toggle this off to show deleted user performance, as well as observer performance, in your chart
  - show zero values - toggle this off to remove values where performance is 0 from the chart
  - show data labels
  - Different bar display options if a bar chart is selected, such as a bar per series, stacked bar, or stacked percentage.

🔍 Drill down into the data

When hovering over bar charts, the cursor will change into the drill down icon, indicating that you're able to drill into the data.

Simply click on the bar chart to drill down into the data; this'll bring up our charts and data insights modal.

To learn more about Drill Down, see this article ➡️ The Drill Down Modal.

🔖 Save, download, and share charts

Save your chart, using the save button in the top right, so that you can access it alongside your other reports, in the Report manager.

Next to the Save button, Share your chart with others on the platform, or download it as a PNG, to showcase it off platform.

Transfer ownership can also be found under Share. Use this option to make someone else in the business the owner of the report you have created.

This may be useful if you created the chart on their behalf, because you're leaving the business, or because they require edit access to the chart going forward.

You'll still have view access to the chart, but you'll no longer be able to make changes once ownership is transferred.

😍 Chart examples

Find some examples of the types of chart you can create below:

Compare metrics over time
The x-axis here will be the time period selected, and your series display will be the metrics selected.
For example, use this chart type to display key metrics in your teams' performance, such as CVs Sent and 1st Interviews arranged, over a time period selected, e.g., last week.
Compare entities on a single metric
Entities are users, teams, or the entire company. This will also include clients, jobs and candidates, if you have access to Performance Insights, under our Pro package.
Use this chart type to directly compare how teams are performing on the same set of metrics over a time period, e.g., BD activity for different offices in the last month.
Compare metrics across time periods
Compare one or multiple metrics across two different time periods.
For example, use this chart type to compare total revenue booked and total revenue invoiced for this quarter, compared to last quarter.
We'll be adding the ability to compare more than two time periods soon!

Compare entities during a specific time period
Compare user, team, or company performance during a time period.
Select your metrics as the x-axis, and your entities as the series. Then, filter by a specific time period.
With Performance Insights/ Pro package access, you'll also be able to compare performance against clients, jobs and candidates.
For example, compare specific individuals' or teams' performance against key metrics you're tracking, (1st interviews arranged, CVs sent, Jobs added), in the last quarter.
Compare entities across time periods
Select users, teams, company, clients, jobs or candidates as the x-axis, and multiple time periods as your series. Filter by a single metric.
Use this chart type to compare how different entities performed on the same metric, but across different time periods.
For example, compare the number of CVs sent by different offices this quarter vs last quarter. This helps you see which teams are improving, staying consistent, or dropping off in performance over time.

Troubleshooting ✨

If you still require help on this topic, get in touch with our support team via the chat. We'll be happy to help! 💙

Using Charts to visualize data