Funnel visualization (SmartViz)

Important

This feature is in beta and subject to change. Reach out to support with any issues.

The Funnel visualization shows stages of a process as bands whose width reflects their value, so drop-off between stages is easy to read.

When to use a funnel

A funnel shows values falling across an ordered sequence of stages. The order is the point, so it only works where your categories have a natural progression.

Deployment pipelines are the natural fit: Pipeline Stages from AWS, or Release Runs from Azure DevOps, showing how many runs reach each stage. Ticket lifecycles work too, counting ServiceNow Change Requests - All by state.

If the stages have no inherent order, or values rise as well as fall, use a Bar. If you care about where items went rather than how many survived, use a Sankey.

Try it out

Change the settings below and see how the chart updates. Select a dataset from the dropdown to see different use cases.

Interactive example
Showing

A signup funnel in its natural order, already narrowing at every stage. Sorting by value changes nothing here, which is what the next sample puts to the test.

Visited pricing page8,400 usersStarted signup3,100 usersVerified email2,200 usersCompleted onboarding1,450 usersBecame paying customer640 users
Funnel: 8,400 to 640 users: 8% overall conversion

Funnel settings

Data mapping

Setting
Description
Label
Required. Select the column naming each stage.
Value
Required. Select the numeric column determining each stage's width.

Legend & labels

Setting
Description
Legend Position
Select where the legend is displayed. Choose from: None, Top, Bottom, Left, or Right.
Show Data Labels
Enable to print the label and value on each stage.
Label Color
Choose the text color for stage labels.
Label Font Size (px)
Enter the font size for stage labels, from 6 to 72.
Label Format
Enter an Expression to format the label content. Use {{value}}, {{name}}, {{percentOfTotal}}, or a column name. The date, number, and percent helpers are available.

Funnel

Setting
Description
Sort Order
Select how the stages are ordered. Choose Descending for widest first, Ascending for narrowest first, or None to keep the data's own order.
Label Position
Select where stage labels sit. Choose from: Outside, Inside, or Left.

Colors

Add up to 20 colors to set the palette, in order. The palette repeats when there are more items than colors. Leave the palette empty to use the SquaredUp default colors.

Series / status colors

Pin a named value to a specific color, regardless of its position in the palette. Enter the name exactly as it appears in your data, then choose its color.

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