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Understanding the Chart Layout in Segments

This article explains the Chart layout in the Segments feature of ClearCRM, which provides a visual representation of segment data.

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Written by Elvin Khudiyev
Updated over 3 months ago

Chart Layout Overview

The Chart view replaces the standard tabular list with graphical statistics. It is useful for analyzing segment distribution and trends.

Types of Charts Available

  • Pie Chart – Displays segment distribution as proportional slices, making it easy to compare different segments at a glance.

  • Column Chart – Uses vertical bars to represent segment size, useful for comparing segment growth over time.

Switching to Chart View

To access the Chart layout:

  1. Navigate to Marketing > Segments.

  2. Click on the Chart button above the segment table.

  3. The table will be replaced by graphical statistics.

Benefits of Chart View

  • Quick Insights – Easily compare segment sizes and trends.

  • Data Visualization – Understand segment distribution without analyzing raw numbers.

  • Better Decision-Making – Helps marketers optimize campaigns based on segment performance.

Users can switch back to List or Kanban views at any time using the buttons above the dashboard.

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