Funnel and pyramid charts

Funnel chart

Axis parameter - Sub Region
Values parameter - Actuals
Chart type - Funnel
.Description - Funnel charts are typically used to identify potential bottlenecks or areas of improvement in a process. In this example, we've used a Funnel to view the Sales across different Sub Regions.

1. Canvas Settings for funnel charts

1.1. Chart width

You can adjust the funnel width based on your requirements. The allowed range is between 40 and 100.

1.2. Chart type

You can opt for a funnel or a pyramid.

1.3. Include total sum

Enable this option to use the measure sum total for funnel height calculation.

1.4. Inverted

Enable this option to turn the funnel or pyramid upside down.

1.5. Curved

Enable this option to view the funnel with rounded ends. You can set the width of the curve.

1.6. Dynamic slope

The slope of the funnel is determined by the magnitude of each category.

1.7. Pinched

You can disable the slope for a specific number of categories. Enter the category count in the Pinch count textbox.

Pyramid chart

Axis parameter - Sub Region
Values parameter - Actuals
Chart type - Funnel
.Description - A pyramid chart is a triangular diagram divided into horizontal sections, each representing a hierarchical level or category, with the width of each section indicating its proportion relative to the whole.

A funnel chart can be converted into a pyramid by selecting 'Pyramid' from the Canvas Settings > Chart type dropdown.

Executive funnel

Axis parameter - Stage
Values parameter - Count
Chart type - Funnel
.Description - Executive funnel charts are used to visualize progressive stages in a high-level process, making it easy for executives to track conversion, drop-off, or flow through key business stages.

1. Canvas Settings for executive funnel charts

1.1. Category deviation

The drop-off between each stage will be displayed only when this toggle is enabled.

1.2. Auto font color

The font color for the drop-off notations is automatically adjusted for best visibility when this toggle is enabled.

Set a custom font color when the toggle is disabled.

Font size

Set the font size of the drop-off notations.

Shape

By default, the drop-off or conversion is displayed within an ellipsis. You can also choose a square.

Border radius

When you choose 'Square' in the Shape dropdown, you can customize the border radius.

Label display

Show the actual drop-off or conversion value between stages or the percentage of both.

Background transparency

Adjust the transparency of the ellipsis or square.

1.3. Funnel direction

Use arrows to show the direction of progress of each stage. The arrows will not be displayed when this toggle is turned off.

Arrow size

Set the thickness of the direction arrows.

1.4. Area fill

Render an area chart to capture the overall trend.

Fill color

Set a custom color for the area chart.

Area transparency

Adjust the transparency of the area chart.

1.5. Executive funnel bubble

Enable this toggle to show bubbles for each stage.

Value type

Choose to display the actual value or the percentage. The data label will be automatically adjusted accordingly - for instance, if you choose 'Value', the data label will display the percentage.

Connecting line color

Set the color for the lines connecting the bubbles.

Connecting line width

Set the width of the connecting lines.

1.6. Highlight funnel

Capture the contribution of each stage by enabling this toggle.

Fill

Customize the fill color of the background bar chart.

Border

Customize the border of the background bar chart.

Stacked funnel

Axis parameter - Sub Region
Small multiples parameter - Quarter
Values parameter - Actuals
Chart type - Funnel
.Description - Stacked funnel charts are used to visualize multiple categories within each stage of a funnel, making it easy to compare part-to-whole contributions at each funnel stage.

In Analytics+, you can convert a regular funnel into a stacked funnel chart by assigning a small multiples parameter.

To display the percentage contribution for each stacked group, select the 'Group and Percentage' option from Data label settings > Display.