5

Tree chart visualization type


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Milos Vukotic

Current visualizations available, like Pipeline or Funnel, does not work for customer's use case in the best way.

Customer would like to be able to visualize a Tree diagram.

Use case:
There are deal stages: New Lead > Call & Qualify > Follow-up > Disqualified > Expert Call & Info > Define Offer > Negotiate Offer > Get Signature.
For example, the ''break stage'' is at Call & Qualify, where customer would like to split stages to Disqualified (where deal process ends) and Expert Call & Info (where deal process continues), and have Follow-up as an optional step.

A

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Benjamin Ash

User aims to visualize the properties 'Position in value chain' and 'Interest in value chain' with the relevant dimensions, in a treemap to measure quantities, patterns and relationships.


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Ebosetale Inegbenose (Bella)

The user wants to be able to visualize the Conversions Metric with a Tree visualization type to be able to visualize the touch points a conversion is passed through before converting. The user prefers this visualization type over a Pipeline/Funnel.


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Sandra

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