Understanding Chart Types in Proposaly.io

1. Introduction

What this article covers:
This guide provides an overview of all chart types available in Proposaly.io, so you can choose the best format for visualizing your data in presentations, proposals, or agreements.

Who this is for:
Sales teams, marketers, analysts, and anyone creating data-driven content within Proposaly.io.

Why it’s useful:
Using the right chart type helps you communicate insights clearly, impress stakeholders, and tell a compelling visual story that supports your pitch or proposal.

2. Chart Types Available in Proposaly.io

You can add and customize charts inside your slides by choosing from several chart types. Here's a breakdown of each:

📊 Bar Chart

Best for: Comparing quantities across categories.

• Horizontal bars.
• Ideal for showing metrics like revenue by quarter, service usage, or team performance.
• Supports text, numeric, and currency values.
   

🥧 Pie Chart

Best for: Showing proportions or parts of a whole.

• Displays data as slices of a circle.

• Great for visualizing things like market share, budget breakdowns, or client segmentation.

  
  

🧱 Tiles

Best for: Quick visual summaries with minimal text.

• Each data point appears as a colored tile with a label and value.

• Use it to highlight KPIs, quick stats, or service comparisons.

  
  

📈 Line Chart

Best for: Showing trends over time.

• Connects data points with lines.
• Ideal for visualizing growth, time series, or performance tracking.
  
   

🌕 Radial Chart (Donut)

Best for: Circular visualizations with more flexibility than pie charts.

• Similar to a pie chart but with a hollow center.

• Useful for visualizing goals, completion rates, or progress indicators.

  
  

🕒 Timeline

Best for: Displaying chronological events or phases.

• Vertical or Horizontal line.
• Visually represents steps, milestones, or project stages.

• Ideal for proposals involving project delivery, onboarding plans, or roadmaps.

  
  

📍 Map

Best for: Geographic data visualization.

• Plot data points based on country or region.

• Use it for client locations, service coverage, or regional performance.

  
  

3. Customization Options

When you create a chart in Proposaly.io, you can:

• Add a Title and Description (optional)
• Label each data point (e.g., “Q1”, “Marketing Spend”)
• Enter a Value (number, percentage, or currency)
• Select a Color for each data point
• Add multiple items using + Add Item
   

4. Display & Formatting Options

You can further tailor how your data appears:

• Screen Setup:
  Choose between Full screen and Split screen to decide how the chart appears alongside text or visuals.
   
• Number Formatting:
  Choose between:
  • Precise numbers (e.g., 1,000.12)
  • Partially rounded (e.g., 1,000.1)
  • Fully rounded (e.g., 1,000)
  • Currency display: US Dollar, Euro, British Pound
  • Percentages: precise or rounded
  • Text (e.g., “One thousand”)
     

5. Tips for Choosing the Right Chart Type

• Use Bar Charts for side-by-side comparisons.
• Choose Pie or Radial Charts when showing proportions.
• Select Line Charts for patterns or change over time.
• Use Timeline Charts to communicate stages or sequences.
• Pick Map Charts when your data involves geographical regions.

• Use Tiles for quick, clean visual highlights.

   

6. FAQs

Q1: Can I switch chart types after entering data?
A1: Yes. You can change the chart type at any time from the Chart Type dropdown, and your data will remain intact.

Q2: Is there a limit to how many data items I can add?
A2: There’s no hard limit, but we recommend keeping charts clear and concise for readability.

Q3: Can I export or download the charts separately?
A3: Charts are exported along with the full proposal or presentation when downloaded as a PDF or shared online.

7. Additional Resources

• How to Use AI Features in Proposaly.io
• AI Slide
   

8. Conclusion / Next Steps

Proposaly.io offers a wide range of chart types to help you turn complex data into compelling visuals. Whether you're presenting ROI, showcasing milestones, or comparing regions, the right chart helps you tell a clearer, more professional story.

Try adding a chart to your next slide and explore which type best supports your message.