Funnel

Conversion stage flow. It sits in the Part-of-whole group of the widget library.

When to use it#

Use a funnel to show how a count or amount narrows through ordered stages, and how much is lost at each one. For example, track invoices from sent to viewed to paid, or leads through a sales pipeline. Hover or tap a stage to see its share of the previous stage and of the first.

When to pick something else#

• The stages are not a sequence? Use a Bar chart.
• The smallest group belongs on top, as in a hierarchy? Use a Pyramid.
• Showing where money flows between accounts? Use a Sankey.

The data it needs#

Pick these in the Data tab of the inspector. BankSync suggests a column for each when your source has an obvious match.

Rows that share a category are combined before drawing: choose Sum, Average, Count, Min or Max on the value field. See Binding data.

Funnel options#

This chart has no options of its own; everything on its Style tab is the shared chart styling below.

Shared chart styling#

Every chart also has the shared styling options. These apply to this one:

• Legend: position, layout and which series show.
• Axes: titles, tick labels and number format.
• Grid, title, padding and background.
• Value labels on the marks.
• Categories and labels: top N with "Other", sort order, readable labels, the handwritten callout.
• Style: corner radius, line width, opacity and animation.
• Tooltip on hover.
• Click to filter: clicking a mark can filter the rest of the dashboard. See Filters and cross-filtering.
• Colours: follow the dashboard palette or pick one for this chart.

Messy data#

• Stages keep the order your rows arrive in, so sort your data by stage first.
• Rows with the same stage are added together. Negative values are left out, and an all-zero result shows "Everything is zero for this period".
• Up to 12 stages are drawn. Extra stages are dropped, not combined, and the last stage's tooltip says how many are hidden.
• A stage that grows (more than the one before) still draws wider; the shape does not force a narrowing.

On a phone#

Each stage gets a band of the widget's height. When a label does not fit inside a stage it moves beside the shape, and very thin stages drop their labels. Keep to about five stages on phones.

Related charts#

• Pie chart: Categorical share
• Donut chart: Pie with center label
• Treemap: Nested rectangles by value
• Sunburst: Hierarchical radial wedges
• Nightingale: Radial polar pie
• Radial bar: Polar bar chart
• Mosaic: Marimekko tiled cells
• Waffle: 100-unit grid share
• Pyramid: Inverted funnel