WPS Funnel Chart on Windows: Introduction

WPS Funnel Chart is a dashboard chart component for showing multi-stage conversion flows; this guide covers 4 core tasks, with 4 available without membership and 0 membership-related items.

At a Glance

Metric	Value	Notes
Core tasks	4	Matches the number of rows in the How-to Index
Available without membership	4	Matches the number of Free rows in the index
Membership-related items	0	All tasks in this guide are available directly

About This Feature

Overview

WPS Funnel Chart is a chart feature in WPS Office for Windows dashboards that helps you display step-by-step conversion data in a visual format. It is useful for showing how values change across stages such as sales pipelines, sign-up flows, approval processes, or campaign conversion paths.

Core capabilities include:

Create a funnel chart directly from the dashboard component panel.
Edit, copy, copy as image, export as image, or delete an existing chart.
Configure the data source, data filter, funnel layers, summary values, and detail fields.
Adjust chart style settings such as theme colors, funnel colors, and labels.

This feature works well for sales conversion analysis, registration flow tracking, campaign reviews, and stage-based reporting. A funnel chart can help you spot drop-off points more quickly and present conversion data in a clearer way.

System Requirements

Item	Requirement
Operating system	A Windows device that can run WPS Office normally
App version	It is recommended to use the latest version of WPS Office for more complete dashboard and chart features
Network	No constant internet connection is required for local editing; keep a network connection if you need synced data or online content
Other	Prepare a dashboard data table with fields that can represent stages and values

Download & Installation

Item	Details
Official download	WPS Office Free Download
Installation method	Download the Windows installer and complete the setup with the installation wizard
Check after installation	Open WPS Office, enter the dashboard view, and confirm that Funnel Chart appears under "+ Add Component"

Source: WPS download page

Compare with Alternatives

Dimension	WPS	Microsoft	Google	Notion	Adobe
Capability Summary	Lets you add a funnel chart directly in a dashboard, then configure data, style, and image export options.	Excel provides a native funnel chart type based on stage-and-value data, with Design and Format tools for chart customization.	Google Sheets supports inserting and editing charts, but the official help page does not list a native funnel chart type.	Notion chart view supports vertical bar, horizontal bar, line, donut, and number charts for databases, but not a native funnel chart.	Acrobat focuses on PDF creation, editing, conversion, and document workflows rather than native funnel chart creation.
WPS Advantages	Advantage: WPS supports direct funnel chart creation inside a dashboard workflow, plus image export actions. Distinct: all tasks in this guide are available without membership.	Compared with WPS: Excel has native funnel charts, but Microsoft notes that availability depends on supported versions or a Microsoft 365 subscription on some platforms.	Compared with WPS: Google Sheets documentation focuses on general chart editing, so funnel-style analysis usually needs another chart method or workaround.	Compared with WPS: Notion is stronger for database summaries and general chart views, while funnel-style conversion display is not provided as a native chart type.	Compared with WPS: Acrobat is designed for PDF workflows, so it is not a like-for-like dashboard chart creation tool.
Official Source	—	Create a funnel chart based on Excel data	Add and edit a chart or graph	Chart view	Acrobat Desktop Help

Overall Conclusion

If your main goal is to present stage-by-stage conversion data inside a dashboard, WPS Funnel Chart gives you a direct workflow for creation, configuration, and image export. Excel is a strong option for spreadsheet-based native funnel charts, while Google Sheets, Notion, and Adobe focus on broader charting or PDF workflows with different chart support models.

Use Cases

No.	Scenario	Suitable users	Main challenge	How Funnel Chart helps
1	Sales pipeline analysis	Sales teams and business managers	It can be hard to see where leads drop between stages	Show leads, opportunities, and closed deals by stage in one chart
2	Registration flow tracking	Operations and product teams	Changes from visit to sign-up are not always easy to explain	Display browsing, sign-up, activation, and other stages as funnel layers
3	Campaign review	Marketing teams	Multi-step campaign results are harder to summarize in reports	Present impressions, clicks, participation, and conversions in one view
4	Approval process monitoring	Managers and process owners	Stage-by-stage volume changes are not obvious in long workflows	Use a funnel chart to compare record counts across approval stages
5	Dashboard reporting	Analysts and decision makers	Reports need a quick visual summary of stage results	Add a funnel chart to the dashboard and export it as an image for reporting

Membership & Benefits

Free vs WPS Premium

Capability	Free users	WPS Premium
Create a funnel chart in dashboards	✅	✅
Edit chart data and style	✅	✅
Copy as image / export as image	✅	✅
Advanced PDF tools, more cloud storage, and AI features	Some features are limited	More advanced capabilities are available

Source: WPS Office pricing page

Recommendations

Scenario	Recommended plan	Why
You only need to create and adjust funnel charts in dashboards	Free plan	The tasks in this guide are available directly and fit everyday dashboard work
You also need more PDF, cloud storage, or AI office features	WPS Premium	A better fit for users who want broader office capabilities beyond this chart feature

Membership page: Subscribe to WPS Premium