The Funnel chart type is part of the Chart block's flow chart family. It renders each stage as a band whose size encodes the relative volume, so the drop-off from one stage to the next is easy to see. Unlike cartesian charts, the funnel has no explicit X or Y axis, and its stages are ordered by value automatically. You can draw it vertically or horizontally, in a 3D, Flat or Wavy shape.
Tip: Use a Funnel for sequential conversion stages (each stage is a subset of the previous). Use a Waterfall for cumulative additions and subtractions across time.
Required Data Shape
Each record represents one stage. The data should be pre-aggregated — the funnel does not count records itself. You need at least:
A stage label field (string)
A value field (numeric) representing the count or volume at that stage
Sample funnel data
[ { "stage": "Leads", "count": 10000 }, { "stage": "Qualified", "count": 4500 }, { "stage": "Proposal", "count": 1800 }, { "stage": "Negotiation", "count": 900 }, { "stage": "Closed Won", "count": 350 } ]
Bind stage → Group by, count → Series value.
Content Properties
Property | Description |
|---|---|
Data Source | The array of stage records to render as funnel segments. |
Group by | The field whose values label each funnel stage. Each distinct value becomes one band. |
Series → Value | The numeric field that determines the size of each stage band. |
Series → Label | The display name for the series. |
Summary | Toggle + custom text. A text block below the chart, useful for the overall conversion rate. |
Appearance Properties
Property | Options / Default | Description |
|---|---|---|
Shape |
| The funnel's visual style. |
Direction |
| Which way the funnel runs. Not shown for the Wavy shape, which is always horizontal. |
View |
| Shown only for a Horizontal funnel with the 3D or Flat shape. |
Chart Colours | color per series or conditional | Color for each funnel segment (3D and Flat shapes). You can color by series or apply conditional rules to highlight specific stages. |
Color | single color | Shown for the Wavy shape instead of Chart Colours. One color for the whole funnel. |
styles | style set | Block dimensions, padding, overflow. |
Events & Methods
| Event | Description |
| On Data Point Click | Fires when a funnel segment is clicked. Payload is the full record for that stage. Use to drill into the underlying records for that pipeline stage. |
Behavior & Gotchas
Stages are ordered by value automatically
You don't need to sort the data. The funnel orders its stages by the series value, so a stage with a larger value than an earlier one will be moved above it. Row order in your data is ignored.
⚠ No "others" bucket or threshold
All stages in the data will be rendered as segments. If you have too many stages (more than 7–8), the funnel becomes difficult to read. Merge minor stages in your data query.
Common Patterns
Sales Pipeline Funnel
Aggregate by stage: Query your CRM data aggregated by opportunity stage, counting deals or summing deal value at each stage.
Bind to the funnel: Set Group by = stage field, Series Value = deal count or sum.
Highlight a key threshold: Use Chart Colours with a conditional rule to highlight the "Proposal" and beyond stages in a distinct color to focus attention on the conversion zone.
Wire up drill-down: On On Data Point Click, set a page variable with the clicked stage name and filter a data table on the same page to show the deals in that stage.
Onboarding Flow Completion
Aggregate by step completion: Count users who completed each onboarding step. Each step is a record in the data source.
Turn on Summary: Enable Summary and bind the text to show the overall activation rate: last step count ÷ first step count, as a percentage.
Related Pages
Page | Relationship |
|---|---|
The flow chart family: Funnel, Waterfall, Sankey, Venn and Word Cloud | |
Alternative for stage comparison with a common axis scale | |
Another part-to-whole chart type for proportional comparisons |