Feature Summary
The funnel chart is used to display the step-by-step conversion process of data on a dashboard, suitable for analyzing the conversion status at each stage of a business process.
Feature Description
| Feature Dimension | Description |
|---|---|
| Membership Restriction | No membership restriction |
| Version Restriction | No version restriction |
Operation Steps
Create a Funnel Chart
Feature Entry
Dashboard interface → 「+ Add Component」 → Chart → 「Funnel Chart」
- Enter the dashboard interface and click the 「+ Add Component」 button in the upper left corner
- In the pop-up component panel, find the 「Funnel Chart」 icon under the 「Chart」 category
- Click the component to enter Read Mode and configure data as needed
- A funnel Chart component will be automatically generated after confirmation
Edit/Export Chart
Feature Entry
Click the added chart → 「...」 icon in the upper right corner
- Click the added chart, then click the 「...」 icon in the upper right corner to expand the edit chart dropdown menu
- Select the following options from the expanded dropdown menu:
- Configuration : Reconfigure chart data/style settings
- Copy : Copy the chart
- Copy as Image : Copy this chart as an image
- Export as Image : Export this chart in image format
- Delete : Delete the chart
General Settings
Feature Entry
Click the added chart → 「...」 icon in the upper right corner →「Configuration」 → 「General」 tab
- Click the added chart, then click the 「...」 icon in the upper right corner to expand the edit chart dropdown menu
- Select the 「Configuration」 option from the expanded dropdown menu
- Switch to the 「General」 tab to edit the following chart configurations：
- Data Source: Select the data table to use
- Data Range: Click 「Filter」 to set filter conditions
- Type: Select the funnel chart style
- Funnel Layer: Select the funnel layer composition
- Statistical Value: Select 「Count Total Records」 or 「Count Specified Field」
- Include lower-level data : Includes/Not include lower-level data
After switching setting options, you can preview the effect in the left preview pane, then click 「Confirm」 to apply the settings
Custom Settings
Feature Entry
Click the added chart → 「...」 icon in the upper right corner →「Configuration」 →「Custom」 tab
- Click the added chart, then click the 「...」 icon in the upper right corner to expand the edit chart dropdown menu
- Select the 「Configuration」 option from the expanded dropdown menu
- Switch to the 「Custom」 tab to edit the following chart configurations：
- Theme Color: Preset color schemes, click the color bar to switch via dropdown
- Funnel Color: Expand to customize the color of each data series
- Chart Elements: Expand to set label content, conversion layer labels, font and font size, etc.
After switching setting options, you can preview the effect in the left preview pane, then click 「Confirm」 to apply the settings
FAQ
Q1: What scenarios is the funnel chart suitable for analyzing?
- Solution: The funnel chart is suitable for analyzing sequential conversion processes, such as sales funnels (Lead → Opportunity → Deal) and sign-up processes (Browse → Sign Up → Activate → Retain), etc.
Q2: Should the data in a funnel chart be decreasing?
- Solution: Yes, the data in a funnel chart should decrease from top to bottom, representing the conversion status at each stage. If the data does not decrease, the chart display effect will not meet expectations.
Q3: How to view the conversion rate of each stage?
- Solution: Enable data labels in the funnel chart component to display the values and conversion ratios of each stage.
Notes
- The values of the dimension field should represent different stages of the process and have a clear sequential order
- The funnel chart may not be intuitive enough when the amount of data is too small
- It is recommended to arrange the data of each stage of the funnel chart from largest to smallest