Here you’ll find how to build a funnel chart.
First, connect your data source in Grow, select your data, then click Continue.
Once you get to the Edit New Metric page, use the chart type drop-down list to select Funnel Chart.
On the left side of the page, go to Chart Settings. Expand the Data Series header, then use the blue Add Data button to select your data. For our example, we are going to choose Column B, total_opportunities.
Under the same heading, you can use the options to change the colors of your funnel, change the number format, display the labels for each part of the funnel, or show the legend when your metric is in Expanded View.
To add labels to your funnel chart, expand the Axis Labels header in the left-hand pane. Use the blue Add Chart Labels button to add the labels you want to your funnel chart.
Once you’ve selected your labels, you can sort your funnel chart labels if you want to see the data in a different order than what is shown on the chart. For example, I could move the label Qualified Opportunity (Demo) to the middle of the funnel. To do this, click on the Custom Sort Funnel Chart Labels checkbox.
If you want to add a key value, go the Key Value heading on the left-hand side of the page. (This shows up right under the Axis Labels section.) To be able to filter on this metric, use the Filterable Columns heading to select what data you’d like to filter. (If you don’t know what this is, check out our help article here.)
Give your metric a title, then save it to a dashboard. You’re good to go!
Questions? Email us at email@example.com or chat in on the site.