Funnel chart

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.