Funnel Charts

Use a funnel chart to visualize sequential data that can be broken up into stages, such as a sales cycle.

Create a Funnel Chart

Use a funnel chart to compare a measure throughout a process.

For example, you can use this chart to compare the opportunity amounts through different pipeline stages.

  1. In the lens, click Chart Mode button and then select the Funnel chart type.
  2. In the Segment Size field, add the measure that determines the size of each segment. For example, select the measure that shows the total opportunity amount.
  3. In the Segments field, add the dimension to group the data by. For example, select Stage.
    Analytics funnel chart
    Note
    Note This funnel chart also has a filter that includes only open pipeline.
  4. To change the chart display, click Formatting button and set the chart properties in the Formatting panel.
    Analytics funnel chart properties