Funnel chart

A funnel chart is a specialized chart type that demonstrates the various stages in a process. The chart takes its name from its shape, which starts with a broad head and ends with a narrow neck. Funnel charts help to track progress through a workflow with multiple steps. The user can highlight how well a process is being followed and easily identify any bottlenecks.

Best Situations to Use a Funnel chart​

Funnel charts are suitable for displaying sales conversation data.​

Examples:​

  • To evaluate the success of a promotional campaign​

  • To analyze the recruitment process​

Properties

General Settings​

  • Exclude Global Filter: The view gets excluded from the Global Filter condition by putting a checkmark in the box.​

  • Show Data Label: The data label gets displayed by using a checkmark in the given box.​

  • Show Legend: Provide a checkmark in the box to display Legend. After enabling ‘Show Legend,’ users need to select the following information:​

  • Legend Style: Select one of the following options by using the drop-down menu​

    • Fixed ​

    • Floating​

  • Legend Orientation: This option appears when ‘Show Legend’ is enabled, and the selected ‘Legend Style’ is ‘Fixed’. Users need to select an option out of the given choices using the drop-down menu.​

    • Vertical​

    • Horizontal​

  • Legend Checkbox: Enable this option by a checkmark to add the checkbox beside the Legend

Formatter

  • Format Type: Select a desired format type from the drop-down menu (the provided options for this field are: None and Percent).​

  • Currency Type: Select a currency symbol to be displayed in the view (the provided options for this field are: None, Euro, Rupees, Pound, USD, Yen, Cent).​

Insights

  • Text: Provide any information regarding the chart. If any digit or character is required to be highlighted, put it inside two asterisks. (E.g., *70%* or *skills*).

  • Text align: There are three alignments to align the text.

    • Left

    • Right

    • Centre

  • Position: There are two options to position the text.

    • Bottom

    • Right

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