Creating Donut Chart Widgets in Pronnel: A Step-by-Step Guide

In Pronnel, Donut Chart Widgets offer a concise and visually appealing way to represent data, mainly when showcasing the proportion of a single value across different groups. This tutorial will guide you through creating Donut Chart Widgets, using an example of analyzing campaign leads and customizing their settings in Pronnel.
Let's analyze campaign leads to determine which types of campaigns generate the most leads.

1. Introduction to Donut Charts:

Donut charts are effective for displaying proportions within groups.
They visually represent data slices as circle segments, allowing for easy comparison.

2. Accessing Donut Chart Widget:

  • Open Pronnel and navigate to the desired dashboard or overview view.
  • Click on the top right corner to create a new widget.
  • Choose 'Chart' and 'Donut Chart' from the Chart Type options.
Accessing Donut Chart Widget

3. Configuring the Donut Chart Widget:

  • Define X-axis: Select the criteria for slicing the Donut (e.g., Source Campaign).

  • Define Y-axis: Choose the numeric value to display in the slices (e.g., count of leads). Other options include Count, Max, Min, Median, Average, or Sum.

    Configure the Donut Chart Widget
  • Optionally, enable 'Add Description' to provide context for the widget.

    Add Description to widget
  • Utilize 'More Settings' to customize legend position, data sorting, and board selection.

    customize legend position

4. Example Scenario:

Select 'Source Campaign' for the X-axis and count of leads for the Y-axis.

5. Filtering Data:

  • Utilize the Filter Icon to refine data displayed in the Donut chart.
  • For instance, filter data to show leads from a specific sales quarter.

    Utilize the Filter Icon to refine data displayed

6. Finalizing:

Review the configured settings to ensure accuracy.

7. Interpretation and Analysis:

  • Once added, interpret the Donut Chart to gain insights.

  • Identify which campaign types contribute the most leads.

  • Use this information to optimize future marketing strategies.

Donut Chart to gain insights

8. Best Practices:

  • Keep the chart concise and focused on relevant data.
  • Ensure clear labelling and legend for easy understanding.
  • Regularly update and refine the chart as data evolves.

Conclusion:

Donut Chart Widgets in Pronnel offer a powerful tool for visualizing data, particularly when analyzing proportions within grouped data sets. Following this step-by-step guide and customizing the settings to your specific data and objectives, you can effectively utilize Donut Charts to gain insights and make informed decisions. Experiment with different configurations to best represent your data and enhance stakeholder understanding.

FAQ

What is a Donut Chart Widget in Pronnel?

A Donut Chart Widget in Pronnel is a visual representation tool that displays the proportions of a single value across different groups using a circular chart with segmented slices.

How do I access the Donut Chart Widget in Pronnel?

To access the Donut Chart Widget, navigate to your desired dashboard or overview view in Pronnel, click on the top right corner to create a new widget, choose 'Chart,' and then select 'Donut Chart' from the options.

What data can I represent with a Donut Chart Widget?

Donut Chart Widgets are ideal for showcasing proportions within grouped data. For example, you can represent the distribution of leads generated by different campaign types.

Can I customize the data displayed in a Donut Chart Widget?

You can customize the data displayed by selecting the criteria for slicing the Donut (X-axis) and choosing the numeric value to display in the slices (Y-axis). You can also apply filters to refine the data shown.

How do I configure the X-axis and Y-axis for a Donut Chart Widget?

To configure the X-axis, select the criteria by which you want to divide the Donut into different slices (e.g., Source Campaign). For the Y-axis, choose the numeric value to display in the slices (e.g., count of leads).

What options do I have for the Y-axis in a Donut Chart Widget?

Depending on your data analysis needs, you can choose from various numeric operations for the Y-axis, including Count, Max, Min, Median, Average, or Sum.

Can I add descriptions to my Donut Chart Widget?

Yes, you can enable the 'Add Description' option to provide context and explain the purpose of the Donut Chart Widget, making it easier for others to understand.

How can I filter data in a Donut Chart Widget?

You can use the Filter Icon to refine the Doughnut Chart Widget data. For example, you can filter data to show leads from a specific sales quarter.

Are there any best practices for creating Donut Chart Widgets?

Yes, keeping the chart concise is essential, as ensuring clear labelling and legends and regularly updating and refining the chart as data evolves to maintain its relevance.

How can I interpret and analyze the insights gained from a Donut Chart Widget?

Once you've added the Donut Chart Widget to your dashboard or overview view, interpret the chart to identify trends and insights. For example, analyze which campaign types contribute the most leads and use this information to optimize marketing strategies.