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Visualize an Ask360 report

Ask Ask360 for a report, then choose a compatible visual for the saved report data.

How this fits into Lead360Explore Ask360See how Pieces, memory, channels, playbooks, learning, and kits work together.
Lead360 workflow mapVisualize an Ask360 report
  1. 01

    Start with a report

  2. 02

    Choose a visualization

  3. 03

    Explore the result

  4. 04

    Interpret carefully

A visual sequence for completing Visualize an Ask360 report in the intended Lead360 business context.

Start with a report

Ask Ask360 for the business question, time range, and records you want to inspect. Review the returned source data and save the table or report artifact before choosing a visual.

Choose a visualization

Compatible chart choices

Select Visualize on the saved artifact to open Choose a visualization. The gallery recommends a chart and enables only the visual types that fit the saved fields. Available choices can include metric cards, bars, lines, area, pie or donut, scatter, heatmap, funnel, waterfall, flow diagram, and map.

Explore the result

Open the chart in Canvas. You can change its visual type, inspect chart points with Ask360, create a table or dashboard from supported data, and download or print the result where that visual supports it.

Interpret carefully

A chart reflects the saved data and its selected grouping. Verify the source, metric definitions, units, and time range before sharing a conclusion. A disabled visual means the saved fields do not support that chart.

Continue with Lead360

Use this workflow in Lead360

Put this guide into practice with a 14-day free trial of Lead360 Pro early access, or continue learning through the related collection.

Try Early AccessLearn more about Ask360 Workspace and Bots