Track linear processes with Funnel Charts. Visualize conversion rates and drop-offs in sales pipelines, recruitment, or onboarding flows.

Funnel Charts are the definitive tool for visualizing a linear process or pipeline. They track the volume of data as it passes through sequential stages, instantly highlighting where drop-off (attrition) occurs. From sales pipelines to user onboarding flows, Funnel Charts turn "rates" into a clear visual narrative.

The Edilitics Visualization module allows you to build these charts from your governed datasets, ensuring that your conversion metrics are calculated consistently across the organization.

When to Use a Funnel Chart

Use Case	Why This Chart Works
Sales Pipeline	Track deals from Lead -> Qualified -> Proposal -> Won.
Website Conversion	Analyze User Paths: Visitor -> Sign Up -> Add to Cart -> Purchase.
Recruitment	Visualize candidates from Application -> Interview -> Offer -> Hired.
Order Fullfilment	Monitor Order Placed -> Processed -> Shipped -> Delivered.

Chart Configuration in Edilitics

Inputs Required

Data Type	Required Count	Description
Dimensions (Columns)	1	Categorical field defining the funnel stages.
Metrics (Rows)	1	Numerical value determining the width of each stage.

How to Configure a Funnel Chart

Select "Funnel" from the Chart Library.
Assign Data:
- Drag your process stage to Stage (Rows).
- Drag your volume metric to Value (Columns).
Sort Order:
- Critical: Explicitly sort your stages in the logical order of the process (not alphabetically).
Styling:
- Orientation: Choose between vertical (standard) or horizontal funnels.
- Gap: Add spacing between blocks for visual separation.
- Label Position: Place labels inside (for large blocks) or outside (for detailed metrics).

Feature Highlights

Auto-Calculation of Conversion Rates

Hovering over a stage shows not just the absolute value, but typically the percentage relative to the top (Total conversion) or the previous step (Step-conversion).

Dynamic Sizing

The width/height of the funnel block is proportional to the value, giving an instant visual cue of the "neck" or bottleneck in your process.

Interactive Sorting

While logical sort is default, users can toggle sort orders to see "which stage has the most volume" regardless of process order.

Best Practices for Funnel Charts

Practice	Why It Matters
Enforce Logical Sort	A funnel only makes sense if A leads to B. Ensure your customized sort order reflects reality.
Clean Stage Names	Short, action-oriented labels (e.g., "Signed Up") are better than long descriptions.
Filter outlier stages	Exclude stages like "Lost" or "On Hold" if you want to visualize the happy path conversation only.
Annotate Bottlenecks	Use dashboard text widgets to explain why a specific drop-off might be happening next to the chart.

How Edilitics Is Different

Unlike static diagrams in presentation tools, Edilitics Funnel Charts are dynamic and governed:

Filter-Responsive: Apply a dashboard filter (e.g., "Region: North America") and the funnel instantly recalculates for that segment.
Governed Stage Definitions: Stage names and order are defined in the Transform layer, ensuring consistency across all reports.
Automatic Conversion Rates: Drop-off percentages are calculated in real-time, eliminating manual spreadsheet work.
Cross-Filtering: Click on a stage to filter the entire dashboard to that cohort for deeper analysis.

This makes Funnels a tool for diagnosis, not just display.

Funnel Charts deal in the reality of attrition. By visualizing your bottlenecks with Edilitics, you empower your team to focus optimization efforts exactly where they are needed most.

Need help? Email support@edilitics.com with your workspace, job ID, and context. We reply within one business day.

Funnel Charts for Conversion Tracking