Funnel chart: Difference between revisions
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For example, this is what the levels of the sales funnel look like for the current month: | For example, this is what the levels of the sales funnel look like for the current month: | ||
The funnel is created from report data and consists of two core elements: | |||
*Levels — represent categories (e.g., deal stages, request processing stages, or task progress). | |||
*Level widths — reflect numerical values (e.g., the number of deals, tasks, or requests in each stage ). | |||
To visualize your data correctly, it is essential to group and sort it. | |||
== Set up == | |||
*In the Report View section, add the columns that will form your funnel. Make sure to include the Status and Status: Order Number.These fields ensure that funnel stages appear in the correct order and quantity. These fields ensure that funnel stages appear in the correct order and quantity. | |||
Revision as of 13:41, 16 April 2025
The Funnel is a chart type available in Planfix reports. It visualizes data as a series of levels — the wider the level, the greater the value it represents.
For example, this is what the levels of the sales funnel look like for the current month:
The funnel is created from report data and consists of two core elements:
- Levels — represent categories (e.g., deal stages, request processing stages, or task progress).
- Level widths — reflect numerical values (e.g., the number of deals, tasks, or requests in each stage ).
To visualize your data correctly, it is essential to group and sort it.
Set up
- In the Report View section, add the columns that will form your funnel. Make sure to include the Status and Status: Order Number.These fields ensure that funnel stages appear in the correct order and quantity. These fields ensure that funnel stages appear in the correct order and quantity.