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Funnel Chart

  • Updated

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Purpose

Funnel charts are used to demonstrate the flow of progressional metrics data through a particular process. They are especially useful and mostly used to show the flow of users through a sales process.

Field Description

Setup Tab            

Setup_Funnel.jpg

  1. Select Chart Type: The selected chart type will appear here, selecting the dropdown will show other chart types
  2. Funnel stage labels based on: Select the attribute to base stage labels on
  3. Edit Stages: Select this to rename and/or reorder funnel stages Funnel_Edit_Stages.jpg
  4. Stage values based on: Options are: Record Count, Sum of, Average of, Range of
  5. Select Attribute: Option is available when Sum of, Average of, or Range of is selected in #4. Select the attribute to sum, average or range.
  6. Sort stages by: Options are: Ascending order, Descending order
  7. Aggregate stage values based on sort order:  Select this option to aggregate the stage values based on the sort order selected.
  8. Filter Data: Optional: allows you to set a filter on the data source used for the chart
  9. Time Filter: Optional: allows for setting a time limit for the data in the chart

Customize tab

Funnel_Customize.jpg

  1. Chart title:  Enter a name for your chart     
  2. Currency symbol: Set the desired currency symbol
  3. Separator symbol: Set the desired separator symbol
  4. Decimal symbol: Set the desired decimal symbol
  5. Decimal places: Select the number of decimal places
  6. Show values directly on chart: Check the box to see values directly on the chart

 

Sample Funnel Chart 

funnel_image.png

 

Examples

  1. Show the flow of users through the sales process

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