Conversion Funnel Chart

Conversion Funnel Chart

1.1 Use Case

The conversion funnel chart visualizes the conversion rate from leads to closed deals, helping businesses understand user behavior and conversion patterns at different stages. This enables companies to optimize products and processes for higher conversion rates.

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1.2 Chart Configuration

1.2.1 Axis Data

• Dimensions: 0 dimensions
• Metrics: 1-12 primary metrics, 0-12 secondary metrics

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1.2.2 Styling (Web)

1.2.2.1 Basic Settings

• Chart Name: Defaults to the analysis Subject name during creation. Custom names can be configured.

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• Notes:
  • Content: Add contextual notes to clarify the chart’s purpose.
  • Display Styles:
    • Collapsed: Shows as an icon next to the title. Hover to view content.
    • Expanded: Displays text directly below the title.
    • Hidden: No notes shown in any view.

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Adding notes

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Collapsed notes

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Expanded notes

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Hidden notes

• Metric Names: Displays default metric names. Custom labels are supported.

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1.2.2.2 Visualization

• Display Mode:
  • Fixed Width (Default): Stage width decreases proportionally; height represents primary metric values.
  • Fixed Height: Uniform stage height; width represents primary metric values.

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Fixed width

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Fixed height

1.2.2.3 Display Settings

• Legend: Defaults to top. Options: bottom or hidden.

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• Data Labels:
  • Stage Names:
    • Smart Display (Default): Truncates long names with “…”.
    • Force Display: Shows full text (may overlap).
    • Custom: Displays 3–12 characters.
    • Position: Right (default), left, or inside.
  • Values:
    • Enabled by default. Position: right, left, or inside.

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Hidden stage names

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Stage names (inside)

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Hidden values

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Values (right)

• Data Table:
  • Default: Hidden. Options: top, bottom, left, or right.
  • Card View: Hide table (enabled by default).

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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 12. Options: 13–16.

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1.2.3 Functional Config

1.2.3.1 Advanced Settings

• SN: Disabled by default. Enable to show sequence numbers.

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1.2.4 Styling (Mobile)

1.2.4.1 Inherit Web Layout

• Mirrors Web settings. No independent configuration.

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1.2.4.2 Custom Layout

• Defaults to Web settings but allows mobile-specific adjustments.
• Fewer options than Web. Unconfigurable items inherit Web settings.

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