Skip to main content

Org Chart Heatmaps

Ready-made colour overlays for CRM activity and deal value — see who you have been talking to, who has gone quiet, and where the value sits.

Heatmaps are ready-made colour overlays for CRM activity and deal value. They answer "who have we actually been talking to?" without you configuring anything.

They are separate from views. A view controls which fields appear on your cards; a heatmap colours the chart by activity. You can switch a heatmap on without touching your view.

To apply one, click the heatmap button in the chart toolbar at the top right and choose an option.

The heatmap menu open in the vizrm chart toolbar, listing activity and deal options

Activities

  • # Completed — how many completed CRM tasks and sent emails each contact has. The most active contacts sit at one end of the scale and the untouched ones at the other, so you can see who you have a relationship with and where there's an opening.

  • Last Contact — how long since each contact last completed an activity or sent an email. Shows you who has gone quiet.

  • Completed Since… — pick a time frame and see who has been active within it. Useful for "who have we touched this quarter?"

  • # Open (only available with the Pipedrive integration) — how many open tasks each contact has. Shows where there's a plan and where there isn't.

  • Overdue (only available with the Pipedrive integration) — highlights contacts with overdue activities, so urgency in the account is visible at a glance.

Deals

  • Total value (only available with the Pipedrive integration) — the combined value of the open deals each contact is linked to on the chart, so the most commercially significant people stand out.

Want a heat map of a different CRM field? Any number field can be used — see Analyze the org chart with custom views.

Did this answer your question?