Overview

The Funnel chart type is part of the Chart block's flow chart family. It renders stages as horizontal bands where the width of each band encodes the relative volume — the widest band is the top stage, and subsequent stages narrow to reflect drop-off. Unlike cartesian charts, the funnel has no explicit X or Y axis; stage order comes directly from data row order.

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 → X Axis (Group by), count → Series Value.

Content Properties

Appearance Properties

Events & Methods

Behavior & Gotchas

⚠ Stage order follows data row order

There is no automatic sorting. The top-most funnel stage is the first row in your data. Always sort your data source in the intended top-to-bottom stage order before binding.

⚠ The funnel does not enforce monotonic decrease

If a later stage has a larger value than an earlier one, the chart renders a wider band for that stage without warning. This is visually confusing but technically valid — make sure your data is pre-aggregated correctly.

⚠ 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

1. Aggregate by stage: Query your CRM data aggregated by opportunity stage, counting deals or summing deal value at each stage.

2. Bind to the funnel: Set Group by = stage field, Series Value = deal count or sum. Ensure rows are sorted in the intended stage order.

3. 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.

4. 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

1. Aggregate by step completion: Count users who completed each onboarding step. Each step is a record in the data source.

2. Add a Summary block: Enable Summary and bind the text to show the overall activation rate: first step count ÷ last step count as a percentage.

Related Pages