Scatterplot (or benchmark) charts enable the comparative analysis of multiple entities. These charts help you to see how overall performance between companies, clients, or franchisees compare. 

Note: Scatterplot charts are only available for companies that have been added to a benchmark group.

Adding scatterplot charts to your report

To add scatterplot charts into your report, proceed to the sidebar on the left side of the Report Editor and select the ‘Charts’ tab.

By default, you will see a range of Revenue trend charts to select from. Select the 'Revenue Benchmark' chart and add it to your report by clicking, or dragging and dropping. 

Once added, you will be able to further customise the scatterplot chart to change the metric being shown.

Customising a benchmarking chart

You can edit a benchmarking chart by hovering over the chart and clicking ‘edit’. You can also double click to edit.

This will bring up the properties panel where you can further customise the chart. From the properties panel, you can customise the:

  • Monthly, quarterly or annual results

  • The primary metric being analysed. 

  • The benchmark group

  • Sort by: Alphabet, result, or by segmentations

  • Colour

  • Option to show a summary table

The primary metric can show any KPIs (financial or non-financial), summary P&L or Balance sheet account, or anything from your Chart of Accounts.

If a company is part of multiple benchmark groups, you can use the drop-down menu to select the group you wish to use for comparative analysis.

The way the chart is sorted can be changed to show the results from best to worst performer, alphabetical order, or by any segment that you have specified in the benchmark settings (eg. region, industry).

You can include a summary table which shows the companies' exact result in relation to its peers. This will appear below the benchmark chart, showing the period’s result, the median result on the primary metric, and the rank and percentile of this company’s result.

You can also change the privacy settings in a benchmark group, to select if the company names in the scatterplot chart are hidden or shown.

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