Charts & Analytics

Reference

Complete reference for every chart and visualization in the Luxury UI — what type it is, what data it uses, and how to interpret it for decisions.

Visual types explained

Web charts render via ApexCharts unless noted. Mobile Insights uses fl_chart with matching Lux card styling.

Type	Best for	How to read	Where used
Donut	Part-to-whole ratios	Each slice = category share; center label often shows total or primary metric	Status mix, billing split, portfolio outcomes
Bar (H/V)	Ranking categories	Longer bar = higher count; horizontal for long labels	Top accounts, teams, priorities, skills
Area	Trends over time	Filled line shows volume; slope = growth/decline	Creation trends, daily load, joins/exits
Line	Precise time series	Focus on rate of change between points	Headcount trend, velocity, billable trend (mobile)
Funnel	Stage progression	Width at each stage = volume; narrowing = drop-off	Bid, PO, project, taskboard pipelines
Heatmap	Two-dimensional intensity	Darker cell = higher value	Deadline heatmap, roster heatmap
Radar	Multi-axis comparison	Shape shows strengths/weaknesses across dimensions	Personal performance radar
Treemap	Hierarchical share	Rectangle area = proportion	Grade/band, portfolio effort map
Bubble / Scatter	Correlation + size	Position = X/Y metrics; bubble size = third dimension	Risk scatter, estimate vs completion
Radial bar	Progress toward max	Arc fill = % of capacity or completion	Status radial, mobile progress ring
Stacked bar	Composition over time	Segment height = sub-category within total	Hours by type, mobile daily hours
Dual line	Two series comparison	Gap between lines = variance	Planned vs logged hours (mobile)
Gauge / Dual gauge	Single KPI %	Fill arc to target threshold	Mobile utilization & billable target
CSS segment bar	Simple status mix	Colored segments without chart library	Invoice status bar

Filters affect all charts: Summary charts always reflect the current list filters (teams, SHOW preset, date range, text filter). Change filters to see charts recalculate for that slice.

Project list charts

Full panel list on Project List guide. Quick reference:

Donut panels (10): By status, Portfolio mix, Timeline health, Billing mix, PO linkage, Completed share, Open pipeline load, Automation, Shared visibility, Capex/Opex, Hours estimated
Bar panels (5): Project types (H), Top accounts (H), By team (H), Priority (V), Complexity (V)
Area panels (1): Creation trend (6 months)
Diagrams: Delivery funnel, stage flow, estimate gaps list

Accounts directory charts

Panel	Type	Data source
Data health	Donut	Complete records vs needs attention (missing fields)
Issue breakdown	H-bar distributed	Counts per quality issue type
Record types	Donut	Account vs team vs client nodes
Hierarchy coverage	H-bar %	% accounts with teams, teams with clients, clients with email
Data source	Donut	Salesforce-sourced vs manually created
Billing type	Donut	Billable classification split
Top by clients	H-bar	Largest directory nodes by client count

Sales charts

Bid requests: 12 chart panels + vertical funnel — see Bid Requests guide.

Purchase orders: 11 chart panels + delivery funnel — see Purchase Orders guide.

PO detail page adds contract-level statistics donuts/bars in the Purchase Order Detail Statistics component.

HRMS & employee charts

Employee directory (9 panels)

Treemap, line, stacked area, 2× donut, 2× column, 2× horizontal bar — detailed in Employees guide.

Personal dashboard (4 chart panels + lists)

Attendance strip, 6-week stacked hours, utilization donut, task queue donut.

Team manager analytics

Headcount line, join/exit area, gender/location/department bars, skills distribution.

Invoices (CSS visuals)

Status segment bar, monthly amount bars, outstanding summary — not Apex but same summary strip location.

Tasks & planner charts

Task board (5 panels)

Funnel diagram, workflow donut, billable scope donut, flow bar, top categories bar.

Task activity register (5 panels)

Status, priority, checklist, type, outcome — donuts and bars.

Team capacity overview (4 panels)

Utilization bar, assignment donut, daily load dual area, free capacity bar.

Assign-work insight (compact)

Status donut, billable/leave donut, daily area, project horizontal bars, hourly bar.

Work item activity detail popover

Hourly logged vs planned bar for a single activity day.

Executive project dashboard charts

Most diverse chart set — types include area, radar, donut, bar, radialBar, treemap, bubble, polarArea, line, heatmap.

Manager delivery lens highlights

Risk scatter (bubble)

Bubble

X/Y position maps risk dimensions; bubble size = project effort or exposure. Outliers in the "high risk" quadrant need executive attention.

Deadline heatmap

Heatmap

Rows = teams or owners; columns = time buckets; color intensity = count of deadlines due. Dark clusters indicate scheduling crunch periods.

Velocity line

Line

Completed deliverables or projects over time — trend line slope reflects delivery throughput.

Mobile Insights charts

The mobile app mirrors web analytics in four sections. Chart widgets: LuxDonutChart, LuxDualGaugeRow, LuxStackedDailyHoursChart, LuxTrendLineChart, LuxDualLineChart, LuxTrendBarChart, LuxHorizontalBarChart.

Section	Charts	Data
Time & utilisation	Dual gauges, hours mix donut, stacked daily hours, billable by project bars, time by account bars, billable trend line	Timesheet week data
Selected day	Progress ring, stat tiles, status donut, priority bars, category bars	Task activities for picked day
Week trends	Dual line (planned vs logged), task volume bars, completion bars, task type donut, effort by project bars, week status donut	Week task activities
Portfolio	Summary tiles, portfolio donut, project status donut, projects by account bars, deliverables by project bars	Projects in week range

See Mobile Insights for interaction details (week bar, day strip, pull-to-refresh).

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