A funnel chart helps you visualize a linear process that has sequential connected stages. For example, a sales funnel that tracks customers through stages: Lead > Qualified Lead > Prospect > Contract > Close. At a glance, the shape of the funnel conveys the health of the process you're tracking.
Each funnel stage represents a percentage of the total. So, in most cases, a funnel chart is shaped like a funnel -- with the first stage being the largest, and each subsequent stage smaller than its predecessor. A pear-shaped funnel is also useful -- it can identify a problem in the process. But typically, the first stage, the "intake" stage, is the largest.
Funnel charts are a great choice:
when the data is sequential and moves through at least 4 stages.
when the number of "items" in the first stage is expected to be greater than the number in the final stage.
to calculate potential (revenue/sales/deals/etc.) by stages.
to calculate and track conversion and retention rates.
to reveal bottlenecks in a linear process.
to track a shopping cart workflow.
to track the progress and success of click-through advertising/marketing campaigns.
Can be pinned from reports and from Q&A.
Can be sorted.
Can be highlighted and cross-filtered by other visualizations on the same report page.
Can be used to highlight and cross-filter other visualizations on the same report page.
Watch this video to see Will create a Funnel chart using the Sales and Marketing sample.
Now create your own funnel chart that shows the number of opportunities we have in each of our sales stages.
These instructions use the Opportunity Tracking Sample. To follow along, download the sample, sign in to Power BI and select Get Data > Samples > Opportunity Analysis Sample > Connect.
Convert the chart to a funnel. Notice that Sales Stage is in the Group well.
From the Fields pane, select Fact > Opportunity Count.
Hovering over a bar displays a wealth of information.
For information about using the Filters pane, see Add a filter to a report.
Highlighting a bar in a funnel cross-filters the other visualizations on the report page... and vice versa. To follow along, add a few more visuals to the report page that contains the funnel chart.
On the funnel, select the Proposal bar. This cross-highlights the other visualizations on the page.
To set preferences for how visuals cross-highlight and cross-filter each other, see Visual interactions in Power BI
Highlight the dashboard that has at least one visualization pinned from the "Opportunity Tracking" dataset. When you type a question in Q&A, Power BI searches for answers in all the datasets that are associated with (have tiles pinned to) the selected dashboard. For more information see, Power BI - basic concepts.
Highlight a dashboard that has at least one tile pinned from the Opportunity Tracking dataset.
Begin typing your question in the Q&A question box.
Be sure to add "as funnel" so Power BI knows which visualization type you'd prefer.
More questions? Try the Power BI Community