Funnel Chart

Funnel Chart

1.1 Use Case

Funnel charts visualize the distribution of data across different dimensions. For example, they can display Opportunity counts at each sales stage.

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1.2 Chart Configuration

1.2.1 Axis Data

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

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1.2.2 Styling (Web)

1.2.2.1 Basic Information

• Chart Name: Defaults to the analysis Subject name during creation. You can customize it later.

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• Notes:
  • Content: Add contextual notes to help viewers understand the chart.
  • Display Style:
    • Collapsed: Shows as an icon next to the title. Hover to view notes.
    • Expanded: Displays notes directly below the title.
    • Hidden: Notes are not shown in any view.

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Adding note content

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Collapsed note display

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Expanded note display

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Hidden note display

• Metric Name: Displays the metric name by default (editable).

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• Dimension Name: Displays the dimension name by default (editable).

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1.2.2.2 Visualization

• Display Mode:
  • Fixed Width (default): Width decreases proportionally per stage; height represents metric values.
  • Fixed Height: Height remains constant per stage; width represents metric values.

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Fixed width display

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Fixed height display

1.2.2.3 Display Settings

• Legend: Defaults to top; can be set to bottom or hidden.

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• Data Labels:
  • Dimension Name: Off by default. When enabled, position can be set (right/left/inside).
  • Values: On by default. Options:
    • Show raw numbers, percentages, or both.
    • Position: right/left/inside.

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Hidden dimension labels

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Dimension labels (inside position)

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Hidden value labels

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Values shown as numbers and percentages

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Values shown inside bars

• Show Total:
  • Default: visible in all views. Can be hidden entirely or excluded from card view.

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Total visible

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Total hidden

• Data Table:
  • Off by default. Can be shown at top/bottom/left/right.
  • Option to hide in card view.

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1.2.2.4 Colors & Fonts

• Color Schemes:
  • Modern (default): Supports custom colors.
  • Classic: Preset colors only.

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• Font Size: Default 12px; adjustable to 13–16px.

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1.2.3 Functional Configuration

1.2.3.1 Advanced Settings

• Show Average: Displays metric averages when enabled.

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• Show Zero-Value Dimensions: Off by default.

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Hidden zero-value dimensions

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Visible zero-value dimensions

• Sorting:
  • Sort by dimension values or a selected metric (ascending/descending).
  • Supports TopN filtering (preset or custom values).
  • Custom sorting for enum or Dept. fields.

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Custom dimension sorting

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Sort by metric (descending)

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TopN filtering

1.2.4 Mobile Styling

1.2.4.1 Inherit Web Layout

• Mirrors Web settings (non-editable).

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1.2.4.2 Custom Mobile Layout

• Adjusts Web settings for mobile. Non-editable options inherit Web configurations.

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