Common Funnel Chart questions usually involve chart creation, data setup, and display results; this section covers 4 frequent questions plus a glossary.
FAQ
What scenarios is Funnel Chart suitable for?
- Funnel Chart is suitable for processes with a clear stage order.
- Common examples include sales pipelines, signup flows, approval processes, and campaign conversion analysis.
- When data changes from stage to stage, the chart helps review drop-off and conversion more clearly.
Does funnel chart data need to decrease by stage?
- Funnel charts are commonly used for stage-by-stage conversion, so decreasing values usually make the chart easier to read.
- If the data does not reflect a stage-based drop-off pattern, the visual result may be less intuitive.
- Check the stage order and value logic before deciding whether a funnel chart is the right fit.
How can I review the conversion effect of each stage?
- Open the Funnel Chart edit panel.
- In Chart Style, use Chart Elements to adjust label content and conversion-layer labels.
- Apply the settings to make stage values and display details easier to read in the chart.
Why does the chart not change after I edit it?
- Make sure you clicked OK in the edit panel to apply the changes.
- Check whether the data source, data range, and value calculation are set correctly.
- If needed, reopen the Type and Data or Chart Style panel and confirm the settings again.
Glossary
| Term | Definition |
|---|---|
| Funnel Chart | A chart type used to show quantity changes and conversion relationships across process stages. |
| Data source | The table or dataset used by the funnel chart. |
| Value calculation | The method used to calculate the values shown in the chart, such as total record count or a specified field. |
| Conversion-layer label | A chart element used to identify each funnel stage or its related description. |