1. Overview of Funnel Chart

A funnel chart, as an important reporting tool and business intelligence tool, displays the proportion of a stage and provides analysis of conversion rate. This chart represents a single-sequence chart with a part of 100% without using any axes for clear data analysis and data visualization.

2. Example of Funnel Chart

2.1 Prepare data for funnel chart

Create a new workbook and add built-in dataset ds1, recording sales order type and number of orders, as shown below:

Next, we will analyze the conversion rate of sales order by making a funnel chart to reflect sales opportunity status and working efficiency of salesmen.

2.2 Insert funnel chart

Taking Float Chart as an example, click Insert > Float Element > Insert Chart. Select Funnel Chart and click OK.

2.3 Set funnel chart data

Select Float Chart. In the right Chart Attribute Table, select Chart Attribute Table – Data

As required, in the Chart Attribute Table, you can further set Chart Style. For example, set as follows:

2.4 Save and preview of funnel chart

Save template and click Page-breaking Preview to see the effect as shown above.

Click Funnel_plot.cpt to check template effect online.

For completed templates, see: %FR_HOME%\WebReport\WEB-INF\reportlets\doc\Advanced\Chart\Funnel_plot.cpt