Funnel Chart

Also known as Funnel Graph or Funnel Diagram

1. What is a Funnel chart?

A funnel chart is used to show how data moves through a process. After multiple stages, the values decrease gradually, allowing the bars to resemble a funnel.

When to use Funnel Chart?

A funnel chart is typically used to visualize a sequential process or series of stages, showcasing the progressive reduction or conversion of data as it moves from one stage to the next. It is particularly useful when there is a need to highlight the attrition or progression of data through a specific funnel-like structure, such as a sales pipeline, customer journey, or recruitment process.

2. How to build a Funnel chart with example

The funnel chart effectively illustrates the distribution of orders based on priority, showcasing the progression and conversion of orders through different priority levels, allowing businesses to visually analyze the flow and prioritize resources accordingly, ensuring efficient order management and fulfillment.

  1. Click Click here to add your first chart

  2. In the menu, select Funnel to create a funnel chart

3. Funnel Chart Config

  1. Select the database you use to create suggested in the list

  2. Choose the table containing the data you use to create, then it will show you the list of fields included in the table

  3. Drag/drop or select the Legend properties you want to display on the Funnel Chart

  4. Drag/drop or select the Value corresponding to the Legend properties

  5. Drag/drop or select the Sorting field to sort out the data in the chart (optional)

  6. Drag/drop or select the Filters field to emphasize a specific data (optional)

  7. You can see the visualization of your chart on the left side and select Settings to change the element’s settings

  • TITLE & SUBTITLE

You can change the title of the chart, choose the font, color and size of the name. You can also add the subtitle and change its format.

  • LEGEND

The legend can be showed or hidden. You can change the legend position (top, bottom, middle), input the name, choose the font, color and size of the name.

  • DATA COLOR

Data color can be set auto or you can choose your favorite colors.

  • DATA LABEL

If you turn the label on, it will display the raw value that the sectors represent. You can choose its style to perform (percent, value, raw), choose the font, color and size of the label and its position.

  • BACKGROUND

You can change the background color of the chart.

  • TOOLTIP

When you hover over a bar of the chart, a text box appears to display information about the data of that bar. You can change the text color, font, and background.

  • OTHER

Change the display unit, precision, and other functions

8. After building the chart visualization, click Add to create your chart.

9. Your chart will show up along with actions like sharing, editing, etc.

We hope that the above instructions will be useful to you. Let's have a look at our other articles to learn more about using other charts in data visualization with Rocket.BI.

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