The Funnel Chart is designed to visualize the different stages of a process, helping you understand how each step is performing. It’s especially useful for spotting where drop-offs or issues may be occurring. One of the most common uses for this chart type is tracking potential revenue at each stage of a sales pipeline, offering clear insight into conversion rates and bottlenecks.
Usage Example
Create a funnel widget to visualize your Opportunities by stage. You will be able to let with a single glance at it if your sales process is healthy if its shape resembles a ‘V’.
Chart Configuration
1. View
Select the view you want to use as the base for your widget. You can use a saved view or select “Embedded View” and create a new one for this widget.
2. App
Choose the application you would like to use for the data for the widget.
3. Filter
You can adjust the filters from a previously saved view or add filters just for this widget.
For more information on filters see the following article:
4. Field
Defaults to Count. If a field is selected then, a new field called calculation will appear, you can choose between sum, average, max, and min.
5. Labels
Show Labels: When enabled it will show the name of data in the Vertical Axis.
Label Legend: When enabled it will display a data legend below the chart.
7. Format
Show Top N: If you enter in the number 5 the chart will display the top 5 records based on the filters you chose earlier.
Default Format: When disabled, override the default format.
Number Prefix: Add a prefix to the numbers in the widget, from letters to symbols.
Format Large Values: When enabled, it will apply the required format to simplify the quantities, for example, it will transform 14,000,000 to 14M
Show % Values: If applicable, it will change your values to percentages in the legend below the chart.
