Use funnel charts

Prerequisites

  • You have the Insights Author license.

Page location

Insights > Analyses > Click an analysis

Use a funnel chart to visualize data that moves across multiple stages in a linear process. In a funnel chart, each stage of a process is represented in blocks of different shapes and colors. The first stage, known as the head, is the largest block and is followed by the smaller stages, known as the neck, in a funnel shape. The size of the block representing each stage in a funnel chart is a percentage of the total and is proportionate to its value. The bigger the size of the block, the bigger its value.

Funnel charts are often useful in business contexts because you can view trends or potential problem areas in each stage, such as bottlenecks. For example, they can help you visualize the amount of the potential revenue in each stage of a sale, from first contact to final sale and on through maintenance.

Procedure

Create a basic funnel chart visual

  1. Click Visualize (the bar chart icon in the tool bar). The Visuals panel opens.
  2. Click Add.

  3. Click the Funnel chart icon.

  4. Drag a dimension from the Data panel into the Group By field well.

  5. (Optional) To add drill-down layers, drag at least one more field from the Data panel into the Group By field well. For more information about adding drill-downs, see Adding drill-downs to visual data in Insights.

    To understand the features supported by funnel charts, see Formatting options available for each visual type in Insights. For customization options, see Format a visual in Insights.

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