What is Customer Journey Analytics

A customer doesn’t just mindlessly purchase a product or service. They go through an entire journey, from discovering your brand, to purchasing your product or service, to sometimes recommending it to someone else. 

To make sense of your customer’s journey, you’ll need to leverage customer journey analytics.

Every business, startup or enterprise — in any industry — needs to understand how customers interact with their brand. Insights gathered from customer journey analytics can help, while leading to increased customer lifetime value, customer loyalty, and revenue growth. 

In this blog post, we cover the following:

What is customer journey analytics?
Customer Journey Stages
Customer Journey Analytics Benefits
Customer Journey Analytics Software
Customer Journey Analytics vs. Customer Journey Mapping

What is customer journey analytics?

Customer journey analytics is a collection of data that helps you to understand how your prospects or customers behave, engage, and convert along the customer journey. 

Customer journey analytics often begins with a customer journey map, which is a visual representation of every step the customer goes through with your business. Then, it applies data on how your customer behaves throughout different phases of that map,  to help you assess the effect your customers’ journey has on your business, or what’s holding customer’s back from completing that journey and purchasing a product

Customer Journey Analytics Steps

1. Outline a customer journey map.

Create your customer journey map using HubSpot’s template

The first step to customer journey analytics is creating a customer journey map. A typical customer journey map includes the following: the buying process, user actions, emotions, pain points, and solutions. The customer journey map is the foundation for further analysis.

2. Identify the right analytics tools.

To accurately conduct customer journey analysis, you’ll need the right tools. 

A good customer journey analytics tool will monitor, track, and analyze data like website data, conversion data, and detail data across multiple channels.

Customer data platforms (CDPs) also play a role in supporting customer journey analytics. The platforms assign unique IDs to your website and app to build single customer views, which can include information such as location, browser, device type, operating system, historical transactions, and visitor logs.

3. Collect your data.

A robust analytics platform should enable you to collect data on customer behavior. Data can be broken down into two main buckets: user data and interaction data. 

User data: Provides context on a user and their traits. Data can include email, age, industry, and occupation.
Interaction data: Gives information about how a user interacts with your product or service.

4. Analyze data.

Data in itself is not meaningful without analysis. The purpose of customer journey analytics is to make sense of the data and extract insights that can inform your business strategy. 

For example, an e-commerce company might identify, through analysis, that requiring customers to create an account to complete a purchase leads to the customer not completing the purchase — a solution could be implementing a guest checkout option.

5. Update customer journey map.

Using the insights you’ve gained, you can now update the customer journey map accordingly. For example, you might add additional pain points uncovered through data analysis, like requiring customers to create accounts to complete a purchase.

6. Use customer journey analytics to test new strategies.

The next step is to figure out how to enhance the customer journey experience. Testing new strategies like adding a guest checkout option, making the account creation process faster with fewer steps, and sending abandoned cart emails are all examples.

Benefits of Customer Journey Analytics

By leveraging customer journey analytics, you’ll be able to improve your customer’s experience with actionable insights, while unlocking benefits like:

Better Understanding Customers

By gathering and synthesizing data, you will better understand what aspects of the buyer’s journey lead them to purchase a product or service, or not. For example, an e-commerce company might learn that customers that come from a specific social media platform are more likely to buy, or discover that certain audience demographics or affinities are more likely to become leads.

Pinpointing Where You’re Losing Customers

Not all customers follow through, and unless they fill out a survey, it can be difficult to figure out why they churn. By leveraging customer journey analytics, you can pinpoint where you’re losing potential customers. 

For example, a business can lose potential customers during channel or device transitions. A prospect  might start filling out a form on a mobile device but choose to complete it on a laptop. If information entered is lost, the potential customer might not take the time to complete the signup process.

Optimizing and Solving for Prospects

With a better understanding of customers’ pain points and the reasons behind them, you’ll be able to figure out how to improve and strategize around an accurate customer journey.

Improve ROI

Are your investments in customer experience worth it? By using customer journey analytics, you’ll be able to measure ROI for customer experience initiatives. From there, you can streamline, remove, or cost cut initiatives that don’t benefit your bottom line, or double down on the aspects of the buyer’s journey that do.

For instance, if you run an incredibly expensive advertising campaign that doesn’t yield the same level of new customers or purchase page visits as unpaid or more in-house content, you can aim to save money on ads and focus on the more affordable strategies that actually earn you money.

Customer Journey Analytics Software

1. HubSpot Marketing Hub: Advanced Marketing Reporting

Get started with customer journey analytics

HubSpot Marketing Hub is equipped with robust customer journey analytics capabilities and tools, which can map data around conversions, leads, deals, and website engagements around different stages of the customer journey. 

The Advanced Marketing Reporting tool also enables you to  attribute every customer interaction to revenue, analyze conversion rates and time between nurturing path steps, and provides further data to help you build informed strategies that can improve ROI and purchase rates.

2. Content Square

Source

Content Square captures UX, performance and product, and content data throughout the customer journey. The platform also enables you to visualize metrics so that they are easily digestible. You will be able to get insights like bounce rate and number of lost conversions, and dig deeper to pinpoint why.

3. Google Analytics

Google Analytics is a widely used website analytics software that enables you to track user behavior on different platforms, including mobile applications. Features like daily traffic reporting give you insight into what visitors are engaging with. Plus, its Analytics Amplifier can combine Google Analytics and HubSpot data.

Customer Journey Mapping vs. Customer Journey Analytics

Customer journey analytics and customer journey mapping are often confused with each other. Although they’re complementary,  customer journey mapping visually presents customer journey stages from start to finish, while customer journey analytics offers data about a  customers’ interactions in each stage.

Customer journey maps often include the following:

The buying process: By pulling data from places like CMS and prospecting tools, you will be able to figure out what goes into a customer’s purchasing process. 
User actions: This part of the customer journey map details the actions the customer takes throughout their journey.
Emotions: Emotions help color your understanding of how your customer is feeling and reacting as they go through their journey with your business.
Pain points: Adding pain points to your customer journey map gives you a comprehensive picture of the challenges your customer may experience.
Solutions: Figuring out solutions can help your customers experience fewer pain points. The data and insights you’ve gathered can help inform your solutions.

Customer journey analytics delves deeper. The customer journey map is the “what” and customer journey analytics is the “why” because it organizes customer or prospect data around each stage.  

Here’s an example of how customer journey analytics works in HubSpot Marketing Hub:

HubSpot’s Advanced Marketing Reporting Tool 

Customer Journey Map vs. Analytics Example: Let’s say your business offers CMS tools and your ideal customer, a graphic design firm, finds you through a targeted Instagram ad.

In the customer journey map you’ve built, your target customer considers using your CMS tools to build a new website that showcases their strengths. They schedule a demo before trying the free version and are initially excited, but become frustrated with the limited design elements offered by the free version. Their biggest pain point quickly becomes lack of versatility. They then look into purchasing the paid version or go to a cheaper competitor.

With customer journey analytics, you’ll apply real-time data to that map: From journey mapping, you’ve identified the steps your customer often takes  and their common pain points. A strong customer journey analytics tool can then collect, aggregate, synthesize, and visualize data to help you make sense of your customer’s actions and see if your mapping and journey-based strategies work. 

For example, data might show how your customer is interacting with your product. 

A good Customer Journey Analytics platform combines data like user data, survey results, and website analytics, you can gain a comprehensive view of why your customer is experiencing those pain points and consequently address their concerns.

Cultivate an Impactful Customer Journey

In order to remain competitive, it is important to understand and create strategies to enhance the customer’s journey. Customer Journey Analytics is just one component. Other key steps include creating buyer personas, mapping out the customer journey, and continuously updating strategies based on data.

To get started with improving the customer journey, learn more about HubSpot’s marketing solution Marketing Hub.

16 Best Types of Charts and Graphs for Data Visualization [+ Guide]

There are more type of charts and graphs than ever before because there’s more data. In fact, the volume of data in 2025 will be almost double the data we create, capture, copy, and consume today.

This makes data visualization essential for businesses. Different types of graphs and charts can help you:

Motivate your team to take action.
Impress stakeholders with goal progress.
Show your audience what you value as a business.

Data visualization builds trust and can organize diverse teams around new initiatives. Let’s talk about the types of graphs and charts that you can use to grow your business.

Different Types of Graphs for Data Visualization

1. Bar Graph

A bar graph should be used to avoid clutter when one data label is long or if you have more than 10 items to compare.

Best Use Cases for These Types of Graphs

Bar graphs can help you compare data between different groups or to track changes over time. Bar graphs are most useful when there are big changes or to show how one group compares against other groups.

The example above compares the number of customers by business role. It makes it easy to see that there is more than twice the number of customers per role for individual contributors than any other group.

A bar graph also makes it easy to see which group of data is highest or most common.

For example, at the start of the pandemic, online businesses saw a big jump in traffic. So, if you want to look at monthly traffic for an online business, a bar graph would make it easy to see that jump.

Other use cases for bar graphs include:

Product comparisons.
Product usage.
Category comparisons.
Marketing traffic by month or year.
Marketing conversions.

Design Best Practices for Bar Graphs

Use consistent colors throughout the chart, selecting accent colors to highlight meaningful data points or changes over time.
Use horizontal labels to improve readability.
Start the y-axis at 0 to appropriately reflect the values in your graph.

2. Line Graph

A line graph reveals trends or progress over time, and you can use it to show many different categories of data. You should use it when you chart a continuous data set.

Best Use Cases for These Types of Graphs

Line graphs help users track changes over short and long periods. Because of this, these types of graphs are good for seeing small changes.

Line graphs can help you compare changes for more than one group over the same period. They’re also helpful for measuring how different groups relate to each other.

A business might use this graph to compare sales rates for different products or services over time.

These charts are also helpful for measuring service channel performance. For example, a line graph that tracks how many chats or emails your team responds to per month.

Design Best Practices for Line Graphs

Use solid lines only.
Don’t plot more than four lines to avoid visual distractions.
Use the right height so the lines take up roughly 2/3 of the y-axis’ height.

3. Bullet Graph

A bullet graph reveals progress towards a goal, compares this to another measure, and provides context in the form of a rating or performance.

Best Use Cases for These Types of Graphs

In the example above, the bullet graph shows the number of new customers against a set customer goal. Bullet graphs are great for comparing performance against goals like this.

These types of graphs can also help teams assess possible roadblocks because you can analyze data in a tight visual display.

For example, you could create a series of bullet graphs measuring performance against benchmarks or use a single bullet graph to visualize these KPIs against their goals:

Revenue.
Profit.
Customer satisfaction.
Average order size.
New customers.

Seeing this data at a glance and alongside each other can help teams make quick decisions.

Bullet graphs are one of the best ways to display year-over-year data analysis. You can also use bullet graphs to visualize:

Customer satisfaction scores.
Product usage.
Customer shopping habits.
Social media usage by platform.

Design Best Practices for Bullet Graphs

Use contrasting colors to highlight how the data is progressing.
Use one color in different shades to gauge progress.

Different Types of Charts for Data Visualization

To better understand these chart types and how you can use them, here’s an overview of each:

1. Column Chart

Use a column chart to show a comparison among different items or to show a comparison of items over time. You could use this format to see the revenue per landing page or customers by close date.

Best Use Cases for This Type of Chart

You can use both column charts and bar graphs to display changes in data, but column charts are best for negative data. The main difference, of course, is that column charts show information vertically while bar graphs show data horizontally.

For example, warehouses often track the number of accidents on the shop floor. When the number of incidents falls below the monthly average, a column chart can make that change easier to see in a presentation.

In the example above, this column chart measures the number of customers by close date. Column charts make it easy to see data changes over a period of time. This means that they have many use cases, including:

Customer survey data, like showing how many customers prefer a specific product or how much a customer uses a product each day.
Sales volume, like showing which services are the top sellers each month or the number of sales per week.
Profit and loss, showing where business investments are growing or falling.

Design Best Practices for Column Charts

Use consistent colors throughout the chart, selecting accent colors to highlight meaningful data points or changes over time.
Use horizontal labels to improve readability.
Start the y-axis at 0 to appropriately reflect the values in your graph.

2. Dual-Axis Chart

A dual-axis chart allows you to plot data using two y-axes and a shared x-axis. It has three data sets. One is a continuous data set, and the other is better suited to grouping by category. Use this chart to visualize a correlation or the lack thereof between these three data sets.

Best Use Cases for This Type of Chart

A dual-axis chart makes it easy to see relationships between different data sets. They can also help with comparing trends.

For example, the chart above shows how many new customers this company brings in each month. It also shows how much revenue those customers are bringing the company.

This makes it simple to see the connection between the number of customers and increased revenue.

You can use dual-axis charts to compare:

Price and volume of your products.
Revenue and units sold.
Sales and profit margin.
Individual sales performance.

Design Best Practices for Dual-Axis Charts

Use the y-axis on the left side for the primary variable because brains naturally look left first.
Use different graphing styles to illustrate the two data sets, as illustrated above.
Choose contrasting colors for the two data sets.

3. Area Chart

An area chart is basically a line chart, but the space between the x-axis and the line is filled with a color or pattern. It is useful for showing part-to-whole relations, like showing individual sales reps’ contributions to total sales for a year. It helps you analyze both overall and individual trend information.

Best Use Cases for These Types of Charts

Area charts help show changes over time. They work best for big differences between data sets and help visualize big trends.

For example, the chart above shows users by creation date and life cycle stage.

A line chart could show more subscribers than marketing qualified leads. But this area chart emphasizes how much bigger the number of subscribers is than any other group.

These charts make the size of a group and how groups relate to each other more visually important than data changes over time.

Area graphs can help your business to:

Visualize which product categories or products within a category are most popular.
Show key performance indicator (KPI) goals vs. outcomes.
Spot and analyze industry trends.

Design Best Practices for Area Charts

Use transparent colors so information isn’t obscured in the background.
Don’t display more than four categories to avoid clutter.
Organize highly variable data at the top of the chart to make it easy to read.

4. Stacked Bar Chart

Use this chart to compare many different items and show the composition of each item you’re comparing.

Best Use Cases for These Types of Graphs

These graphs are helpful when a group starts in one column and moves to another over time.

For example, the difference between a marketing qualified lead (MQL) and a sales qualified lead (SQL) is sometimes hard to see. The chart above helps stakeholders see these two lead types from a single point of view — when a lead changes from MQL to SQL.

Stacked bar charts are excellent for marketing. They make it simple to add a lot of data on a single chart or to make a point with limited space.

These graphs can show multiple takeaways, so they’re also super for quarterly meetings when you have a lot to say but not a lot of time to say it.

Stacked bar charts are also a smart option for planning or strategy meetings. This is because these charts can show a lot of information at once, but they also make it easy to focus on one stack at a time or move data as needed.

You can also use these charts to:

Show the frequency of survey responses.
Identify outliers in historical data.
Compare a part of a strategy to its performance as a whole.

Design Best Practices for Stacked Bar Graphs

Best used to illustrate part-to-whole relationships.
Use contrasting colors for greater clarity.
Make the chart scale large enough to view group sizes in relation to one another.

5. Mekko Chart

Also known as a Marimekko chart, this type of graph can compare values, measure each one’s composition, and show data distribution across each one.

It’s similar to a stacked bar, except the Mekko’s x-axis can capture another dimension of your values — instead of time progression, like column charts often do. In the graphic below, the x-axis compares the cities to one another.

Image Source

Best Use Cases for This Type of Chart

You can use a Mekko chart to show growth, market share, or competitor analysis.

For example, the Mekko chart above shows the market share of asset managers grouped by location and the value of their assets. This chart clarifies which firms manage the most assets in different areas.

It’s also easy to see which asset managers are the largest and how they relate to each other.

Mekko charts can seem more complex than other types of charts and graphs, so it’s best to use these in situations where you want to emphasize scale or differences between groups of data.

Other use cases for Mekko charts include:

Detailed profit and loss statements.
Revenue by brand and region.
Product profitability.
Share of voice by industry or niche.

Design Best Practices for Mekko Charts

Vary your bar heights if the portion size is an important point of comparison.
Don’t include too many composite values within each bar. Consider reevaluating your presentation if you have a lot of data.
Order your bars from left to right in such a way that exposes a relevant trend or message.

6. Pie Chart

A pie chart shows a static number and how categories represent part of a whole — the composition of something. A pie chart represents numbers in percentages, and the total sum of all segments needs to equal 100%.

Best Use Cases for This Type of Chart

The image above shows another example of customers by role in the company.

The bar graph example shows you that there are more individual contributors than any other role. But this pie chart makes it clear that they make up over 50% of customer roles.

Pie charts make it easy to see a section in relation to the whole, so they are good for showing:

Customer personas in relation to all customers.
Revenue from your most popular products or product types in relation to all product sales.
Percent of total profit from different store locations.

Design Best Practices for Pie Charts

Don’t illustrate too many categories to ensure differentiation between slices.
Ensure that the slice values add up to 100%.
Order slices according to their size.

7. Scatter Plot Chart

A scatter plot or scattergram chart will show the relationship between two different variables or reveal distribution trends.

Use this chart when there are many different data points, and you want to highlight similarities in the data set. This is useful when looking for outliers or understanding your data’s distribution.

Best Use Cases for These Types of Charts

Scatter plots are helpful in situations where you have too much data to see a pattern quickly. They are best when you use them to show relationships between two large data sets.

In the example above, this chart shows how customer happiness relates to the time it takes for them to get a response.

This type of graph makes it easy to compare two data sets. Use cases might include:

Employment and manufacturing output.
Retail sales and inflation.
Visitor numbers and outdoor temperature.
Sales growth and tax laws.

Try to choose two data sets that already have a positive or negative relationship. That said, this type of graph can also make it easier to see data that falls outside of normal patterns.

Design Best Practices for Scatter Plots

Include more variables, like different sizes, to incorporate more data.
Start the y-axis at 0 to represent data accurately.
If you use trend lines, only use a maximum of two to make your plot easy to understand.

8. Bubble Chart

A bubble chart is similar to a scatter plot in that it can show distribution or relationship. There is a third data set shown by the size of the bubble or circle.

Best Use Cases for This Type of Chart

In the example above, the number of hours spent online isn’t just compared to the user’s age, as it would be on a scatter plot chart.

Instead, you can also see how the gender of the user impacts time spent online.

This makes bubble charts useful for seeing the rise or fall of trends over time. It also lets you add another option when you’re trying to understand relationships between different segments or categories.

For example, if you want to launch a new product, this chart could help you quickly see your new product’s cost, risk, and value. This can help you focus your energies on a low-risk new product with a high potential return.

You can also use bubble charts for:

Top sales by month and location.
Customer satisfaction surveys.
Store performance tracking.
Marketing campaign reviews.

Design Best Practices for Bubble Charts

Scale bubbles according to area, not diameter.
Make sure labels are clear and visible.
Use circular shapes only.

9. Waterfall Chart

Use a waterfall chart to show how an initial value changes with intermediate values — either positive or negative — and results in a final value.

Use this chart to reveal the composition of a number. An example of this would be to showcase how different departments influence overall company revenue and lead to a specific profit number.

Image Source

Best Use Cases for This Type of Chart

These types of charts make it easier to understand how internal and external factors impact a product or campaign as a whole.

In the example above, the chart moves from the starting balance on the far left to the ending balance on the far right. Factors in the center include deposits, transfers in and out, and bank fees.

A waterfall chart offers a quick visual, making complex processes and outcomes easier to see and troubleshoot. For example, SaaS companies often measure customer churn. This format can help visualize changes in new, current, and free trial users or changes by user segment.

You may also want to try a waterfall chart to show:

Changes in revenue or profit over time.
Inventory audits.
Employee staffing reviews.

Design Best Practices for Waterfall Charts

Use contrasting colors to highlight differences in data sets.
Choose warm colors to indicate increases and cool colors to indicate decreases.

10. Funnel Chart

A funnel chart shows a series of steps and the completion rate for each step. Use this type of chart to track the sales process or the conversion rate across a series of pages or steps.

Best Use Cases for These Types of Charts

The most common use case for a funnel chart is the marketing or sales funnel. But there are many other ways to use this versatile chart.

If you have at least four stages of sequential data, this chart can help you easily see what inputs or outputs impact the final results.

For example, a funnel chart can help you see how to improve your buyer journey or shopping cart workflow. This is because it can help pinpoint major drop-off points.

Other stellar options for these types of charts include:

Deal pipelines.
Conversion and retention analysis.
Bottlenecks in manufacturing and other multi-step processes.
Marketing campaign performance.
Website conversion tracking.

Design Best Practices for Funnel Charts

Scale the size of each section to accurately reflect the size of the data set.
Use contrasting colors or one color in graduated hues, from darkest to lightest, as the size of the funnel decreases.

11. Heat Map

A heat map shows the relationship between two items and provides rating information, such as high to low or poor to excellent. This chart displays the rating information using varying colors or saturation.

Best Use Cases for Heat Maps

In the example above, the darker the shade of green shows where the majority of people agree.

With enough data, heat maps can make a viewpoint that might seem subjective more concrete. This makes it easier for a business to act on customer sentiment.

There are many uses for these types of charts. In fact, many tech companies use heat map tools to gauge user experience for apps, online tools, and website design.

Another common use for heat map graphs is location assessment. If you’re trying to find the right location for your new store, these maps can give you an idea of what the area is like in ways that a visit can’t communicate.

Heat maps can also help with spotting patterns, so they’re good for analyzing trends that change quickly, like ad conversions. They can also help with:

Competitor research.
Customer sentiment.
Sales outreach.
Campaign impact.
Customer demographics.

Design Best Practices for Heat Map

Use a basic and clear map outline to avoid distracting from the data.
Use a single color in varying shades to show changes in data.
Avoid using multiple patterns.

12. Gantt Chart

The Gantt chart is a horizontal chart that dates back to 1917. This chart maps the different tasks completed over a period of time.

Gantt charting is one of the most essential tools for project managers. It brings all the completed and uncompleted tasks into one place and tracks the progress of each.

While the left side of the chart displays all the tasks, the right side shows the progress and schedule for each of these tasks.

This chart type allows you to:

Break projects into tasks.
Track the start and end of the tasks.
Set important events, meetings, and announcements.
Assign tasks to the team and individuals.

Best Use Cases for This Type of Chart

Gantt charts are perfect for analyzing, road mapping, and monitoring progress over a period of time.

The chart above divides the different tasks involved in product creation. Each of these tasks has a timeline that can be mapped on the calendar view.

From the vision and strategy to the seed funding round, the Gantt chart helps project management teams build long-term strategies.

The best part? You can bring the stakeholders, project team, and managers to a single place.

You can use Gantt charts in various tasks, including:

Tracking employee records as a human resource.
Tracking sales leads in a sales process.
Plan and track construction work.

Design Best Practices for Gantt Charts

Use same colors for a similar group of activities.
Make sure to label the task dependencies to map project start and completion.
Use light colors that align with the texts and grids of the chart.

13. Treemap

A treemap is a chart that represents hierarchical data in a tree-like diagram. As evident from the name, treemaps have data organized as branches and sub-branches.

The data in the chart is nested in the form of rectangles and sub-rectangles. Each of these rectangles and sub-rectangles has different dimensions and plot colors which are assigned w.r.t to the quantitative data.

Image Source

Best Use Cases for This Type of Chart

The treemap chart compares the different products in a category or sub-category. In the diagram above, the products are divided by revenue.

Look at the four parent categories: Fruits, Vegetables, Dairy, and Meat. This is followed by subsequent sub-categories or sub-products. The dimensions of these rectangles are in proportion to their numerical quantity and other rectangles in the same category.

The colors of these rectangles are plotted as per the revenue generated. Treemap charts are effective in differentiating between the products that lie in the same group but are divided into different sub-groups.

This form of mapping chart is best used:

When there are hundreds of categories and even deeper layers of sub-categories. For example, Total votes cast w.r.t. States.
To study the data with respect to only two quantitative values.
To compare the performance of products and identify similarities and anomalies within a single or multiple categories.

Design Best Practices for Treemaps

Use contrasting and bright colors to highlight differences between sub-categories.
Organize the rectangles in order of larger area to smaller in size (i.e., from top to bottom).
Mark down each rectangle with text or numbers to make it easy to read.

How to Choose the Right Chart or Graph for Your Data

Channels like social media or blogs have multiple data sources, and managing these complex content assets can get overwhelming. What should you be tracking? What matters most?

How do you visualize and analyze the data so you can extract insights and actionable information?

1. Identify your goals for presenting the data.

Do you want to convince or clarify a point? Are you trying to visualize data that helped you solve a problem? Or are you trying to communicate a change that’s happening?

A chart or graph can help you compare different values, understand how different parts impact the whole, or analyze trends. Charts and graphs can also be useful for recognizing data that veers away from what you’re used to or help you see relationships between groups.

Clarify your goals, then use them to guide your chart selection.

2. Figure out what data you need to achieve your goal.

Different types of charts and graphs use different kinds of data. Graphs usually represent numerical data, while charts are visual representations of data that may or may not use numbers.

So, while all graphs are a type of chart, not all charts are graphs. If you don’t already have the kind of data you need, you might need to spend some time putting your data together before building your chart.

3. Gather your data.

Most businesses collect numerical data regularly, but you may need to put in some extra time to collect the right data for your chart. Besides quantitative data tools that measure traffic, revenue, and other user data, you might need some qualitative data.

These are some other ways you can gather data for your data visualization:

Interviews 
Quizzes and surveys
Customer reviews
Reviewing customer documents and records
Community boards

4. Select the right type of graph or chart.

Choosing the wrong visual aid or defaulting to the most common type of data visualization could confuse your viewer or lead to mistaken data interpretation.

But a chart is only useful to you and your business if it communicates your point clearly and effectively.

Ask yourself the questions below to help find the right chart or graph type.

Download the Excel templates mentioned in the video here.

5 Questions to Ask When Deciding Which Type of Chart to Use

1. Do you want to compare values?

Charts and graphs are perfect for comparing one or many value sets, and they can easily show the low and high values in the data sets. To create a comparison chart, use these types of graphs:

Column
Mekko
Bar
Pie
Line
Scatter plot
Bullet

2. Do you want to show the composition of something?

Use this type of chart to show how individual parts make up the whole of something, like the device type used for mobile visitors to your website or total sales broken down by sales rep.

To show composition, use these charts:

Pie
Stacked bar
Mekko
Area
Waterfall

3. Do you want to understand the distribution of your data?

Distribution charts help you to understand outliers, the normal tendency, and the range of information in your values.

Use these charts to show distribution:

Scatter plot
Mekko
Line
Column
Bar

4. Are you interested in analyzing trends in your data set?

If you want more information about how a data set performed during a specific time, there are specific chart types that do extremely well.

You should choose one of the following:

Line
Dual-axis line
Column

5. Do you want to better understand the relationship between value sets?

Relationship charts can show how one variable relates to one or many different variables. You could use this to show how something positively affects, has no effect, or negatively affects another variable.

When trying to establish the relationship between things, use these charts:

Scatter plot
Bubble
Line

Featured Resource: The Marketer’s Guide to Data Visualization

Download this free data visualization guide to learn which graphs to use in your marketing, presentations, or project — and how to use them effectively.

Put these new types of charts and graphs into action.

Now that you’ve chosen the best graph or chart for your project, try a data visualization resource that makes your point clear and visual.

Data visualization is just one part of great communication. To show your customers, employees, leadership, and investors that they’re important, keep making time to learn.

Editor’s note: This post was originally published in November 2020 and has been updated for comprehensiveness.

5 Inspiring Indigenous and Native Entrepreneurs to Know About

Welcome to Breaking the Blueprint — a blog series that dives into the unique business challenges and opportunities of underrepresented business owners and entrepreneurs. Learn how they’ve grown or scaled their businesses, explored entrepreneurial ventures within their companies, or created side hustles, and how their stories can inspire and inform your own success.

Native entrepreneurship often occupies two worlds. Aspiring Indigenous business owners navigate historic barriers to traditional financing and growth — while building culturally informed, sustainable ventures.

This challenging climate hasn’t stopped these entrepreneurs from entering nearly every industry imaginable to make an Indigenous imprint on the world while supporting themselves and their communities.

Some Native business owners build on cultural touchstones like tribal art and stories to launch design studios and art shops. Others address long-time systemic hurdles to credit by stepping into the financial sector, bringing an Indigenous perspective to the issue that often proves crucial in addressing it. Still, others make waves in industries where Native participation registers just a fraction of a percentage point, such as in engineering and architectural design.

Inspiring Indigenous and Native Entrepreneurs to Know

By examining the stories and advice of these powerful voices in Indian Country business, we can light a path for even more Indigenous entrepreneurs to follow after — and continue an ever-improving cycle of breaking free of poverty and systemic discrimination. Let’s dive into these incredible leaders’ stories.

Chad Johnson (Cherokee,) The Akana Group

Agriculture is a staple business for many Native Americans, whose families have farmed reservation lands for generations. However, equipment typically proves a major hurdle even when working private lands, especially when Native farmers struggle to secure startup or business capital, according to a U.S. Treasury’s Community Development Financial Institutions Fund report.

Enter Chad Johnson’s Akana Group, which partners with equipment dealers like John Deere to foster relationships with tribal producers. Akana often secures discounts, delivery, and maintenance for Indigenous purchasers to help producers fully use their land.

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“It’s empowering for Native farmers to have more opportunities around their land usage,” Johnson says. “It’s about providing them what they need for a long-term growth strategy.”

While the Akana Group has since gone national, Johnson’s aspirations don’t stop at U.S. borders. His background drives him to establish partnerships with other Indigenous people across the globe.

“As Native businesses, with these new opportunities in front of us, we have to really consider: What are we looking to do? How are we looking to grow?” Johnson says. “We have to have the more complicated conversations of how we can really work together.”

Johnson recently served as a delegate for the First Nations Trade Mission, which saw a group of Native business figures visit Australia to discuss trade, partnerships, and education with Indigenous communities there.

The First Nations Trade Mission builds on the Native tradition of bartering and partnering to achieve better things for all parties involved, Johnson says.

“Trade is in our blood. Indigenous people have been traders since the beginning,” Johnson says. “This mission only reinforces that.”

Sheila Cummings (Lumbee,) Cummings Aerospace

Cummings Aerospace founder, CEO and president Sheila Cummings has plans in Australia, too. The Lumbee citizen recently announced a partnership to develop defense solutions alongside Australian company Criterion Solutions.

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That’s everyday work for Cummings herself, who took an intense interest in science and technology in her teenage years, she says. Despite a lack of available science classes in her early education and precious little existing Native representation in the aerospace industry, Cummings fought hard to achieve her goal: making objects fly.

“I encountered many teachers and advisers who were not very supportive,” Cummings says. “I wanted to succeed so that, if nothing else, I could prove them wrong.”

That defiant spark gave way to a desire to open her own small business after Cummings landed in Huntsville, Alabama, where she found a supportive community to build upon. Cummings says support made her feel comfortable taking a risk in launching Cummings Aerospace in 2009.

It was a break into an industry where Native Americans made up just 0.3 percent of employees and owners, according to data from the National Action Council on Minorities in Engineering. Cummings says the obstacles to her ascent only made her strive harder.

“I use them to fuel my passion,” Cummings says. “We all encounter challenges, no matter what your career or journey is. There’s always challenges. It’s best to utilize those obstacles to improve as a person, as a leader, and as a business owner.”

Valerie Red-Horse Mohl (Cherokee,) Known Holdings

Long-time financier Valerie Red-Horse Mohl understands those challenges well, leading her to enter the financial sector and found the first Native-owned investment bank on Wall Street in 1998. Since then, Red-Horse Mohl has helped find capital and support for Native entrepreneurs, culminating in the founding of combination investment fund, asset management firm, and institutional knowledge center Known Holdings in late 2022.

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Red-Horse Mohl says Known Holdings aims to mend disparities in racial wealth by providing business and financial management support for owners and executives, emphasizing supporting entrepreneurs of color.

“It’s about supporting these businesses as they grow,” Red-Horse Mohl says. “When you think about Native founders and entrepreneurs, they deal with this cliff that they fall off of when they make it past the small business stage – they don’t have that same support in getting to the ‘endgame’ where they go public or are acquired.”

Bridging that gap has become a “passion” for the Cherokee citizen, who sees the support as a way to break free of a cycle of poverty afflicting BIPOC communities.

“I moved into the philanthropy space to try to identify more sustainable solutions I would bring back to my community,” Red-Horse Mohl says. “To me, it’s a culmination of all my work, all my years, and I’m thankful God saw fit to put me in the paths of my other founders at Known Holdings.”

Connor Alexander (Cherokee,) Coyote and Crow

Native perspectives in fantasy frequently find themselves employed on behalf of the villains – savage orcs roam in tribes, or mystic druids maintain an exaggerated relationship with their environment. Moreover, the exploding tabletop roleplaying game industry often employs colonialist frameworks for their basic gameplay, leaning on Eurocentric tropes and ideals to create their stories.

Game designer Connor Alexander wants to explore new horizons for Indigenous stories, rather than retreading old stereotypes and frameworks. To that end, he and his team created Coyote and Crow, a tabletop roleplaying game that imagines what Native America might look like if contact with Europe never occurred (along with a dose of magic.)

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Coyote and Crow created a splash with an immensely popular, million-dollar Kickstarter campaign, paving the way for Alexander and his team to expand the game with more books, adventures, mini-games, and accessories. The game even features its own fictional language and an evolving encyclopedia.

“We knew we were tapping into something unusual before we launched – but it really threw us to find out how many people the game spoke to,” Alexander says. “The enthusiasm is just overwhelming.”

The game is Alexander’s take on Native optimism, and a push into telling Native stories from a Native perspective, rather than relying on consultants or researchers to provide a more distant position.

Gaming is an overwhelmingly white industry, Alexander explains – which makes pulling together appropriate support and representation for Indigenous people a crucial step toward improving things.

“I think we’ve all gotten so used to representational table scraps from mass media that when something different comes along, it feels really fresh and vital,” Alexander says. “My hope is that Coyote and Crow is part of a larger moment, a media rebirth.”

Elizabeth Perez (North Fork Rancheria Mono Indians,) GC Green

Elizabeth Perez is the award-winning founder of GC Green, a clean energy consultation and general contracting company. That’s multiple awards: Minority Veteran Owned Firm of the Year through the National Minority Supplier Development Council, a Champion of Climate Change and Clean Energy Veteran award from then-president Barack Obama, and recognition from her own tribe.

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For Perez, it’s that last award from her tribe that means the most to her. Perez’ tribe, the North Fork Rancheria Mono Indians in California, have faced wildfire disasters in recent years, including one that claimed 28 homes.

“One thing about a lot of tribes is that we’re front and center when it comes to climate,” Perez says. “We must be. We’re dealing with the consequences.”

Perez describes GC Green, and her climate change work, as “going to the doctor” by designing healthier, more energy-efficient buildings putting less strain on their surrounding environment. The company also consults with California utility programs on energy efficiency, assists local businesses in applying for climate resilience incentives, and helps tribes build and maintain microgrids.

The goal, Perez says, is to bring tribes together in promoting energy resilience and tribal sovereignty over their energy use. She hopes to organize a meeting between tribes in California’s Central Valley, to bring leadership under one roof to cooperate on building environmentally efficient solutions.

Tribes must take the lead, Perez says, and that includes business owners like herself, helping to combine climate resilience and economic opportunities.

“We’ve got to get to our cultural ways to fight climate change and get ahead of it. We can provide power for our own, which creates economic stability for people,” Perez says. “I believe in seeing a challenge — even like these wildfires — and turning it into an opportunity. I’m trying to do that now.”

WordPress.org vs WordPress.com: What’s the Difference?

WordPress is one of the best website-building tools available, but it can be tricky to figure out how to use it for your purposes best. One of the most confusing parts of using this tool is deciding between WordPress.org vs WordPress.com.

In this post, we’ll answer the question, “What is the difference between WordPress.com and WordPress.org?” Through this examination of the differences between WordPress.org vs WordPress.com, you’ll gain valuable insight into which is better for crafting your website.

Because WordPress.org vs WordPress.com have a lot of overlap, deciphering the differences can be tricky. Here’s a comprehensive breakdown of what differentiates WordPress.org from WordPress.com.

Feature
WordPress.org
WordPress.com

Cost
Free.
Free, Personal ($9/month or $4/month if paid annually), Premium ($18/month or $8/month if paid annually), Business ($40/month or $25/month if paid annually), and Commerce ($70/month or $45/month if paid annually). There’s also enterprise available, which starts at $25,000 a year.

Hosting Provider and

Additional Features

Need to purchase hosting provider, create a custom domain name, purchase plugins, themes, and all other add-ons. Must manage your entire website, code, and security.
WordPress offers a hosting service, domain name, security, and backups. You can upgrade your account and create a custom domain name and choose a third-party hosting provider as well.

Customization
Must purchase and install your own themes to customize your website.
Customize your website with any WordPress-compatible theme of your choice. If you upgrade your account, you can also use premium themes, third-party themes, or custom themes.

Integration with Social

Networks

Must install plugins to enable all social media sharing on your website.
Your website can integrate with social media networks. If you upgrade your account, sharing functionality with social media accounts is included.

Plugins
Find and install plugins to enhance your website’s functionality.
Features such as sharing, stats, comments, and polls are included. You can also add plugins to your website for other features.

Support
WordPress.org support forums.
WordPress.com support forums and personal support are available. With an upgraded account, you have access to live chat and email support.

Link to Download
Get started here.
Get started here.

Let’s dive into these features and review the differences between WordPress.org and WordPress.com in more depth.

WordPress.org vs WordPress.com: Cost

Another consideration when deciding between WordPress.org vs WordPress.com is cost. The most important thing to remember is that WordPress can work for you regardless of your budget.

Cost of WordPress.org

WordPress.org is always free. However, because it’s only a publishing platform, you’ll have to purchase every other element of your website, including your third-party hosting provider, domain name, as well as your themes and templates, plugins, and add-ons.

You’ll also have to find a way to manage your website’s security and maintain and edit your site’s code. As you might have guessed, this can quickly add up. If you’re curious about how much a WordPress website costs, check out our comprehensive guide.

Cost of WordPress.com

WordPress.com has four different plans that range in price.

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WordPress.com offers several plans that vary in price: Personal ($9/month or $4/month if paid annually), Premium ($18/month or $8/month if paid annually), Business ($40/month or $25/month if paid annually), and Commerce ($70/month or $45/month if paid annually). There’s also enterprise available, which starts at $25,000 a year.

As you work your way up through the more expensive plans, the more features and customization you can take advantage of on your website.

If you choose the free option, you will be offered WordPress hosting, a domain name, and minimal access to WordPress support. If you choose one of the paid options, you can add a hosting provider and a custom domain name. You will also be offered extensive support and customization options.

WordPress.org vs WordPress.com Hosting Providers

A hosting provider is crucial because it gives your website a place to “live” online. By choosing the best hosting provider for your WordPress site, you can boost your site’s functionality, speed, reliability, security — the list goes on and on.

Hosting for WordPress.org

As we mentioned, if you decide to work with WordPress.org, you must secure your own hosting. When you self-host, you’ll purchase hosting services from a third-party provider (Think: WP Engine, Kinsta, or InMotion Hosting). Because there are so many hosting providers available, it can be challenging to pick the “right” one for your website. That’s why we’ve created this handy guide to help.

Hosting for WordPress.com

If you’re using WordPress.com, you might not need to secure hosting separately. Because WordPress.com offers hosting services (for a cost), you can decide whether you want to use a third-party provider or stick with the original.

Pros and Cons of Self-Hosting

Many benefits come from self-hosting your WordPress website, as you would with a WordPress.org site. However, there are also a lot of challenges to be aware of that often make WordPress.com plans preferable.

The pros of self-hosting include having complete control over everything that goes into creating your website and the ability to manage your website’s security and edit your website’s code. You also have the opportunity to find, buy, and install a third-party hosting provider of your choosing, create a custom domain name, and find different themes, plugins, and add-ons that work for your site and needs. If you choose the self-hosting route, use the WordPress platform for free.

The cons to self-hosting include having to spend time finding, purchasing, and installing an ideal third-party hosting provider for your site. Plus, there’s some manual work associated with learning how to create a domain name, identify the themes, plugins, and enhance your site with add-ons. You also need some knowledge in web development, as you’ll be the one managing your website’s code and updates.

WordPress.org vs WordPress.com Customization

Next up, let’s compare WordPress.org vs WordPress.com in terms of customization. As you already know, WordPress is an entirely customizable CMS. Thanks to hundreds of WordPress themes and templates you can access for little to no cost, it’s possible to achieve virtually any look imaginable. Here’s how the two differ — and how they’re the same.

WordPress.org Customization

With WordPress.org, you must find and install your desired third-party themes, such as StudioPress, Elementor, Pixelgrade, and Stylemix Themes, on your own. WordPress does not allow access to free themes the way WordPress.com does, so the customization level you want depends on your theme research and the options you decide to implement on your website.

WordPress.com Customization

While WordPress.org makes you research themes and customization, WordPress.com hands it directly to you. Even if you’re working with the free version of WordPress.com, you’ll get access to dozens of entirely free themes to select from and implement. The free plan does not let you add any third-party or premium themes to your website.

However, with a paid plan, you can use premium, third-party themes as you would with a WordPress.org website. If you choose this route, WordPress.com allows you to easily install your third-party or premium theme so you can get started customizing your website in just minutes.

WordPress.org vs WordPress.com Social Media Integration

If you’re wondering, “What’s the difference between WordPress.com and WordPress.org regarding social media integration?” We’ve got you covered. Social media marketing isn’t a nice-to-have — it’s a must, and ideally, your WordPress website makes integrating seamless.

That way, you can manage all of your interactions in one digestible place, broaden your impact, and even increase your conversions. Plus, ensuring your social media is visible on your WordPress website is an excellent way to demonstrate to visitors that you have a social media presence — and that they should engage with it!

WordPress.org Social Media Integration

As you likely guessed, WordPress.org has no innate social media integration. To add this functionality, you’ll install plugins o your website. There are plenty of options to pick from, but some of the most popular ones you’ll spot in the WordPress plugin library include Social Media Widget by Acurax and Jetpack. These user-friendly plugins simplify tedious tasks like social media posting on your site.

WordPress.com Social Media Integration

If you have a free WordPress.com account, it is possible to integrate your site with various social media accounts. Yes, it will require some work on your end, but you can do so by publicizing your website or connecting it to your multiple social accounts. The process is even easier if you’re working with a paid WordPress.com account. If you have a paid WordPress account, all social media integration comes included and ready-to-use.

WordPress.org vs WordPress.com Plugins

One of the primary reasons WordPress is such a popular platform is thanks to its seemingly endless array of plugins. There are so many reasons we love plugins — they can help you add functionality to your website, (most) are cost-effective, and are easy to use.

Whether you’re looking to integrate seamlessly with your CRM software or optimize your images faster, there is a plugin to help. (Psst: With over 60,000 plugin options available, it can be downright impossible to determine which are worth the time — and money. Here’s our comprehensive guide to the 38 best WordPress plugins.)

WordPress.org Plugins

If you have a WordPress.org site, you can add plugins to your website — but you’ll need to do the legwork to source them yourself. Because WordPress.org is just a platform and no features are included with your plan, you’ll have to install some plugins yourself. If you’re unsure where to begin, you can look at the WordPress plugin library to narrow down the thousands of search results and find an option suited to your specific needs.

WordPress.com Plugins

Another reason WordPress.com is popular is that with some of the plans available, you can get customer interaction, social media, and analytics features automatically included. These aren’t included with a traditional WordPress.org plan, which is why it’s an attractive option. All you have to do to get these default features on your WordPress.com site is to install WordPress-compatible plugins of your choosing. Of course, you can also install custom plugins, depending on your plan.

WordPress.org vs WordPress.com Support

Throughout the process of building your website, it’s understandable if you have questions or concerns popping up. The good news is that depending on which plan you select, WordPress has support available to help you through the growing pains and learning curves that accompany starting a website.

WordPress.org Support

WordPress.org doesn’t offer much customer support, which is why it might not be the right option for beginners who know they’re likely to encounter roadblocks. Furthermore, with WordPress.org, you don’t get any one-on-one assistance. Of course, there are still resources available — such as accessing the WordPress.org support page. From there, you can use the available forums to troubleshoot your problem.

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WordPress.com Support

Depending on which plan you use, you may have more support by opting for WordPress.com. If you stick with a free account, you can harness the power of WordPress’ robust community support and forums. (Think of these as the WordPress.com equivalent to WordPress.org support pages.) Most important to know is that if you stay with a free account, you’ll have to do most of your own problem-solving.

That’s where being a paid WordPress.com user is advantageous. If you’re paying to use WordPress.com, you will have 24/7 access to live chat and email support with WordPress experts, in addition to community support and forums. Considering that WordPress.com plans don’t have to be extremely costly, you might find it a worthwhile investment to have an expert in your corner.

Back To You

Understanding the key differences between WordPress.org and the various WordPress.com plans is key to determining which type of website best fits your needs. WordPress.org is a great option if you want complete control over every aspect of your site. WordPress.com is preferable if you need assistance building your website and want more automation.

Once you’ve reviewed and considered all of the plan options, you can get started by downloading your WordPress.org or WordPress.com account and utilizing the variety of features you have access to design a website perfect for your specific needs.

Editor’s note: This post was originally published in November 2018 and has been updated for comprehensiveness.