Funnel Chart

Introduction

Chart Introduction

A funnel chart consists of multiple trapezoids stacked from top to bottom where the items are sequenced logically. The trapezoidal area represents discrepancy between a certain business volume and the last link.

A funnel chart always begins with a quantity of 100% and ends with the least. There are N process links between the beginning and the end, each represented by a trapezoid. The width of the top base represents the input of the current link, and that of the bottom base represents the output of the current link.

Application Scenarios

Funnel charts are suitable for single-process and one-way analysis of standardized business processes, long cycle and multiple links. By connecting business data of each link, you can directly identify and illustrate the problematic links, and then make decisions.

Regular business scenarios include:

Requirements

Requirements for funnel charts are:

Plan Description

This is a paid feature. For details, see Understand Your Account Usage and Limits.

Setting Procedure

Preparing Data Source

Data sources the funnel chart supports include:

1. Prepare data

If the data to be collected is available, skip this step. Those who need to set by sample can prepare an Excel.

2. Create a form

Select a form to be analyzed by a funnel chart, go to the app, and click > New Form > Create from Excel.

3. Import sample data

Select prepared sample data to create a form and click Next > Import to configure the form.

Creating a chart

Go back to the app, click New Dashboard, and rename it.

Click Stats and select the imported sample data as data source.

Then set the following items:

A basic funnel chart will be finished when all setting above are done. To be more applicable, the funnel chart can be further set.

Sorting

To better display the steps or transformational relationships in a funnel chart, each field in dimensions needs to be sequenced correctly.

Select the field and click Sort, or click  directly.

In the sales funnel chart, it is necessary to sort dimension fields. Since this dimension field type is Single Line, click Sort > Custom Sort to set.

You can adjust the order by directly selecting the row and dragging it up and down. The final order is following: View Products > Try Products > Consult Prices > Send a Contract > Purchase Products.

Drag and drop to sort them:

Configuring Settings

1. Funnel styles

The funnel style can set the bottom and the edge:

a. Bottom

b. Edge

2. Ending

There are multiple endings in some scenarios. For example, in business opportunity management, winning and losing orders as well as invalid orders are all endings of a lead, when multiple endings need to be set.

Note: When Ending is set, the bottom of the funnel style will be set Flat automatically, but not Pointy.

3. Cumulative measure

Tick Cumulative Measure to sum all the measure value of this and following stages. The value that the measure value of this stage minus that of next stage equals actual value.

4. Label field

Label field can set:

Note: Only when the edge of the funnel style is set Original, Show Conversion Rate can be set.

5. Legend

For details, see Settings.

6. Chart linkage

When there is a chart linkage, select data or a certain field, and the chart linked will have corresponding data. For details, see Chart Linkage.

Component Style

You can set General Style and Chart Color in Style. For details, see Component Style.

Demonstration

Click Save and return to the design page after settings. You can adjust components of the funnel chart to a proper size and location, create other forms, and click Preview.

1. On PC

2. On Mobile