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Configuring Funnel Charts

Overview​

Funnel charts are highly effective for visualizing linear processes or sequences, making them an excellent tool for identifying trends, drop-offs, and conversion rates at each stage. They help track progression through various stages while highlighting potential bottlenecks.

Getting Started​

Before configuring a Funnel Chart, ensure you have:

  • A dataset with sequential or stage-wise data
  • A clear goal for your analysis
  • Understanding of your conversion process

Business Value​

  • Identify bottlenecks in workflows
  • Visualize conversion rates across stages
  • Highlight areas for process optimization
Funnel Chart Overview
Example of a funnel chart showing conversion stages

Chart Configuration​

Basic Configuration​

  • Name: Provide a descriptive title
  • Description: Add context about purpose
  • Dataset: Select relevant dataset
Basic Configuration
Basic configuration settings for funnel charts

Field Configuration​

  • Label Field: Select stages column
  • Value Field: Choose metric column
  • Aggregation: Select calculation method
  • Alias: Set friendly names
Field Configuration
Field and aggregation configuration options

Advanced Features​

Filter Configuration​

  • Operation: Choose conditional operator
  • Field: Select column to filter
  • Value: Set filter criteria
  • Operator: Combine multiple filters
Filter Configuration
Setting up filters for data refinement

Legend and Tooltip​

  • Show Legend: Toggle visibility
  • Position: Set legend location
  • Show Tooltip: Enable hover details
  • Show Label: Configure section labels
Legend and Tooltip Settings
Legend and tooltip configuration options

Style Customization​

  • Card Style: Set border colors
  • Title Style: Configure font properties
  • Visual Elements: Adjust appearance
Style Configuration
Style customization options for funnel charts

Example Use Cases​

Sales Pipeline Analysis​

  • Label Field: Sales Stage
  • Value Field: Number of Leads
  • Aggregation: Sum
  • Insight: Track lead progression

Marketing Campaign Conversion​

  • Label Field: Engagement Stage
  • Value Field: Number of Users
  • Filters: Campaign Type = "Email"
  • Insight: Analyze engagement drop-offs