Intelligence Reports consider data first and visualization second. That means you can establish the data you want to see and then decide which visual(s) represent it best. Since data comes first, start with Creating & Editing Reports, then come back to this article to set up the Heat Map visualization.
Heat maps provide an easily understandable, intuitive visualization of information that shows data range by color.
The color legend below this report indicates what numbers are represented by color. In this case, 0-100 are illustrated on a red > orange > yellow > green color range. The color scale is located below the graph to reflect the gradience in color from 0-100. This range allows you to understand which numbers are low, mid, high without having to read and compare each number. At a glance, you can understand that a column with mostly green cells has higher numbers than one of mostly red and orange.
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Common Use Cases
Win Rates
Easily consume win rates for a variety of data to see where you're winning...and where you're not. You could easily see how your reps are doing by industry, by product, over time, by type. Or how your products are doing by industry or competitor. You can literally SEE their success!
To create a win rate heat map, select Win Rate as the property to show on the cells, then determine which properties you want to see win rate for (columns & rows).
Example: Win Rate by Industry by Product
Columns: Product
Rows: Industry
Cells: Win Rate
Confidence to Close
Understand at a glance where your business is on track and which cohorts might need some course correction. Check the confidence to close by product, industry, by rep, etc. This time, Confidence to Close would be the property shown in cells and the sky is the limit on the rows/columns you want to report against to understand how healthy your future pipeline is.
Creating a Heat Map Report
Card Basics
Visualization Type: Heat Map
In the Visualization section of the report editor, select Heat Map as the visualization type.
Report Summary
Click in the text box to enter your subheading content. This information is a brief set of information you wanted to be relayed about the report; the text you enter will be displayed as it's written while you can include a specified data by adding subheading variables that will update with the rest of the data.
Basic Styling
The subheading section allows for basic styling, including Bold, Italic, and Underlined text as well as the ability to include hyperlinked data.
Subheading Variables
To enter subheading variables within your text, click the + button and choose from the populated list of variables based on the report's content.
Select a property to show on columns
Select a property
Select the property that will represent each columns (in the report above, we used Product)
Select the number of buckets to allow
You can limit the number of series allowed to be represented in your chart to prevent crowded visualizations when datasets contain more information than would be visually legible. (Max 150)
Add a bar for missing values
Toggle on to enable a column for missing values
Select a property to show on rows
Select a property to group by
Select the property that will represent each row (in the report above, we used Industry Group)
Label
You can enter a label to describe whats being illustrated in rows (we used Industry Group)
Add a row for missing values
Toggle on to enable a row for missing values
Select the number of rows to show per page
Enter the number of rows you want to show per page, if you have more items that allowed rows, you can click through pages to avoid a crowded graph
Select a value to show on the cells
Select a property
Select the property whose data you want presented in the cells (we used Win Rate)
Calculation
Based on the selected property, choose a calculation from the dropdown (eg. Average)
Once you have completed the visualization section, click save in the report editor to save your report. If you want to make changes to other sections of the report editor, return to Creating & Editing Reports.
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