Funnel Chart

Funnel Chart

1.1 Use Cases

A funnel chart shows the distribution of values across a sequence of stages or categories within a given dataset. Typical scenarios include visualizing Opportunities by sales stage.

1.2 Chart Configuration

1.2.1 Axis Data

• Dimension: 1 dimension
• Metrics: 1–6 metrics

1.2.2 Style (Web)

1.2.2.1 Basic Information

• Chart name: Defaults to the Analysis Subject name when created; you can rename it in chart settings.

• Notes:
  • Note content: Add contextual notes for this chart to help viewers understand what it represents.
  • Note display:
    • Collapsed: Shows an icon after the chart title in both detail and card views; hover to view the note.
    • Expanded: Shows the note text directly after the chart title in both detail and card views.
    • Hidden: Do not display notes in either detail or card views.

* Add note content

* Collapsed note display

* Expanded note display

* Hidden note display

• Metric label: Shows the metric name by default; you can customize the label text.

• Dimension label: Shows the dimension name by default; you can customize the label text.

1.2.2.2 Shape Display

• Display mode: Default is fixed-width; you can switch to fixed-height.
  • Fixed-width: Each subsequent stage reduces width by a fixed ratio; height represents the primary metric value for each dimension.
  • Fixed-height: Each stage has a fixed height; width represents the primary metric value for each dimension.

* Fixed-width example

* Fixed-height example

1.2.2.3 Display Settings

• Legend: Default position is top; options: top, bottom, none.

• Data labels:
  • Dimension name: Off by default; enable to show and set position.
    • Position options: right (default), left, inside.
  • Value: Enabled by default; shows numeric values. You can switch to percentage or show both number and percentage. If disabled, content and position options are unavailable.
    • Position options: right (default), left, inside.

* Dimension not shown

* Dimension shown inside

* Values hidden

* Values show number and percentage

* Values positioned inside

• Show total:
  • Display mode: On by default; you can disable it. When enabled, totals appear in edit, detail, and card views according to configuration. When disabled, totals hide in all views.
  • Card view totals: Checked by default; uncheck to hide totals in card view. If Display mode is set to Hidden, this option becomes read-only.

* Total displayed

* Total hidden

• Data table: Optionally show a data table and choose its position. Default is hidden. Position options: top, bottom, left, right.
  • Card view hide table: When data table is enabled, you can still choose to hide it in card view (checked by default).

1.2.2.4 Colors & Fonts

• Color schemes: The system supports New and Classic palettes. Default is the first palette under New.
  • New palette: Allows customizing colors based on a selected scheme.
  • Classic palette: Does not support custom colors.

• Font size: Default 12; options: 13, 14, 15, 16.

1.2.3 Function Configuration

1.2.3.1 Advanced Settings

• Average: Off by default. When enabled, edit, preview, and detail views display the average for the selected metric.

• Show dimensions with zero metric: Off by default. Enable to include dimensions whose metric value is zero.

* Zero-value dimensions hidden

* Zero-value dimensions shown

• Sorting: Off by default. When enabled, you can sort dimensions by their natural order and apply Top N, or sort dimensions by a specific metric and apply Top N. Top N can use preset values or a custom number.
• When the dimension is an enumerated field or a Dept. field, custom ordering is supported.

* Custom ordering by dimension value

* Dimensions sorted by metric (descending)

* Top N displayed after sorting

1.2.4 Style (Mobile)

1.2.4.1 Follow Web Layout

• Mobile view follows the Web layout and cannot be configured independently.

1.2.4.2 Independent Mobile Layout

• By default, mobile inherits selected Web settings but you can further adjust settings optimized for mobile display.
  • Mobile offers fewer configurable options than Web. For items that mobile cannot configure independently, the Web configuration applies. Available mobile options follow the same behavior and logic as Web.