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Funnel charts

A funnel chart displays values across sequential stages, with each stage represented as a progressively narrower segment. The width of each segment corresponds to its value, making it easy to identify where drop-off occurs in a process.

Use cases

Section titled “Use cases”

Funnel charts are particularly useful for visualizing:

  • Conversion funnels showing user progression through a workflow
  • Sales pipelines tracking deals from lead to close
  • Customer journey stages from awareness to purchase
  • Application processes with multiple steps
  • Any sequential process where you want to highlight drop-off between stages

Data structure

Section titled “Data structure”

Funnel charts require at least one dimension and one measure:

  • Stage - The sequential steps in your process (dimension)
  • Value - The count or value at each stage (measure)

The funnel chart option becomes available once you have the required fields in your query.

When setting up your query, keep the following in mind:

  • Stages should be ordered sequentially to accurately represent the flow
  • Values typically decrease at each stage, though this is not required
  • Use measures that make sense to compare across stages (e.g., user count, deal value)

Configuration

Section titled “Configuration”

To view the configuration options for a funnel chart, open the Chart options panel in a workbook:

Orientation and alignment

Section titled “Orientation and alignment”

The Orientation setting controls how the funnel is displayed:

  • Vertical - Stages arranged top to bottom with the widest segment at the top
  • Horizontal - Stages arranged left to right with the widest segment on the left

And the Alignment setting controls the vertical positioning of the funnel:

  • Left - Aligns the funnel to the left
  • Center - Aligns the funnel in the center
  • Right - Aligns the funnel to the right

Gap spacing

Section titled “Gap spacing”

The Gap setting controls the amount of whitespace (in pixels) between each stage in the funnel.

Color

Section titled “Color”

Funnel charts support standard color configuration options:

  • Assign colors to individual stages
  • Use color palettes for automatic coloring
  • Apply modeled colors when defined

Labels

Section titled “Labels”

Toggle data labels to display stage names and values on the chart.

Access the following label options by clicking the icon above the Color and legend and Value sections. Click the Data labels checkbox to enable label visibility, which will display some label configuration options:

  • Position - Where labels appear relative to each segment. Available positions depend on the funnel orientation:
    • Horizontal - Top, bottom, or middle
    • Vertical - Left, right, or middle
  • Font styling - Adjust the label text size, color, and styling (bold, italic)
  • Format - Number formatting options, such as currency or percentage and decimal places
  • % change - Display a conversion percentage alongside each label. Options include:
    • None - No percentage will display
    • Percent of first - Each stage’s value as a percentage of the first stage
    • Percent of previous - Each stage’s value as a percentage of the preceding stage
  • % change format - Control how many decimal places appear in the percentage value

Tooltips

Section titled “Tooltips”

Tooltips appear when hovering over funnel segments and display information about each stage. By default, tooltips show both the percent of first and percent of previous stage values for each segment. You can format or hide these values individually.

Use the tooltip configuration to further customize what information appears and add additional fields.

Next steps

Section titled “Next steps”