Funnel Chart

Funnel charts are a visualization used to display data values across multiple stages in a process. Each stage is represented by a segment of the funnel, with the size of the segment corresponding to its value. This makes funnel charts ideal for visualizing progressive reductions in data — for example, tracking how many leads advance through different sales stages or how many users complete successive steps in a process.

You can use funnel charts to analyze how data diminishes from one stage to another, helping to identify potential bottlenecks or points of drop-off.

This article explains the requirements for creating funnel charts and provides an overview of key properties and configuration options available in Wyn Notebooks.

You can use funnel charts to visualize sales pipelines from Leads → Qualified Leads → Opportunities → Closed Deals, marketing conversion funnels showing Impressions → Clicks → Signups → Purchases, process completion rates for stages in a Customer Journey or Workflow

This topic explains how to create and customize charts and explains the most frequently used properties. Refer to the reference for all the column chart properties and configuration options.

Create a Funnel Chart

To create a funnel chart, click the Plus (+) button to open the dropdown from which you can select your chart.

Bind Data to Funnel Chart

For a basic funnel chart, you need to determine the following bindings:

Values: The numeric field representing the size of each funnel stage, such as Leads, Opportunities, or Revenue.
Legend (Series): The categorical field that defines each funnel stage. For example, Sales Stage, Marketing Step, or Process Phase.

Once your data source is selected, all data attributes appear in the Data Binding tab. You can drag the following to the binding slots of the chart:

Data attribute: Drag and drop any field from the data source.
Measure: Hover over the data source table name, click the gear icon (⚙), and select Add measure…. Define a name and expression, click OK, then drag the measure to a binding slot.
Calculated column: Hover over the data source table name, click the gear icon (⚙), and select Add calculated column…. Define your calculation, click OK, then drag it to a binding slot.

Add Aggregations

You can control how data is aggregated and labeled in the chart:

Aggregation method: Click the gear icon (⚙) next to a bound data attribute, and select an aggregation type (e.g., Sum, Average, Count).
Rename data attribute: Click the gear icon (⚙) next to a bound data attribute and select Rename to modify how it appears in the chart.

Set Chart Title

By default, Wyn generates a chart title based on the selected data attributes.

You can modify this title in the Inspector Panel:

Click the gear icon (⚙) next to the Data Binding tab to open the Inspector Panel.
Under Title, type a custom title for your chart.

Note: Once a custom title is entered, changes to the data attributes will no longer automatically update the chart title.

To include more details in the chart’s tooltip, drag one or more data attributes into the Tooltip binding slot.

Tooltips appear when hovering over each segment of the funnel, providing context such as stage name, value, and percentage of total.

Customize Colors

You can adjust the color scheme of your funnel chart in Inspector Panel > Chart Style > Palette.

Choose from:

Theme: A palette based on a theme.
Standard: Predefined color palettes.
Custom: Define your own colors to match brand or visualization preferences.