Conversion Funnel Chart

Conversion Rate Funnel

1.1 Use Case

The Conversion Rate Funnel visualizes the conversion from leads to closed sales. It helps businesses understand user behavior and conversion at each stage, enabling product and process optimization to increase conversion rates.

1.2 Chart Configuration

1.2.1 Axis Data

• Dimension: 0 dimensions
• Metrics: 1–12 primary metrics, 0–12 secondary metrics

1.2.2 Styling (Web)

1.2.2.1 Basic

• Chart name: When created, defaults to the Analysis Subject name. You can change it to a custom chart name in chart settings.

• Notes:
  • Note content: Add notes for the current chart so viewers better understand what the chart conveys.
  • Note display style:
    • Collapsed: Shows as an icon after the chart title in both detail and card views; hover on the icon to see the note.
    • Exposed: Shows the note text directly after the chart title in both detail and card views.
    • Hidden: Neither detail nor card view displays the note.

* Add note content

* Collapsed note display

* Exposed note display

* Hidden note display

• Metric label: By default the metric name displays; you can edit the displayed text.

1.2.2.2 Chart Shape

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

* Fixed width example

* Fixed height example

1.2.2.3 Display Settings

• Legend: Default position is top. You can switch it to bottom or hide it (No = do not display legend).

• Data labels:
  • Stage name: Off by default. If enabled, you can configure display mode and position.
    • Display mode: Default is Smart; you can switch to Force or Custom.
      • Smart: Shows as many characters as fit within the display area for the current dimension; truncates with “…” when too long.
      • Force: Shows the full stage name; long names may overlap.
      • Custom: Shows a specified number of characters (default 3, max 12).
    • Position: Default is right; you can set to left or inside.
  • Values: On by default; shown on the right by default; you can change position to left or inside.

* Stage names hidden

* Stage names shown inside

* Values hidden

* Values shown on the right

• Data table: You can choose whether to display the data table and its position. Default: do not display. Options: top, bottom, left, right of the chart.
  • Do not show table on card view: When the data table is enabled, you can choose to hide it in card view (checked by default).

1.2.2.4 Colors & Typography

• Color schemes: The system supports two scheme types: New and Classic. Default is the first set in New.
  • New: You can customize colors based on a selected palette.
  • Classic: Cannot customize colors.

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

1.2.3 Function Settings

1.2.3.1 Advanced

• SN: Off by default. Enable to display serial numbers.

1.2.4 Styling (Mobile)

1.2.4.1 Follow Web Layout

• Mobile follows the Web layout display; you cannot configure mobile independently.

1.2.4.2 Independent Mobile Layout

• Default mobile display mirrors the checked Web configuration items, but you can further adjust for better mobile presentation.
  • Mobile has fewer configurable options than Web. Options not configurable on mobile inherit the Web settings. Configurable mobile options use the same display behavior and logic as Web.