A funnel chart is a type of data visualization used to show how a quantity changes as it moves through a series of stages, typically decreasing at each step.
Think of it like a real funnel: wide at the top and narrow at the bottom. Each section represents a stage in a process, and the width of each section corresponds to the value at that stage.
Simple Explanation
· A funnel chart answers questions like:
· How many items started the process?
· How many made it to the next stage?
· Where are we losing the most?
Example
Imagine a sales pipeline:
· 1,000 website visitors
· 300 added items to cart
· 120 started checkout
· 60 completed purchase
A funnel chart would visually show this drop-off, making it immediately clear where the biggest decrease happens.
Key Characteristics
· Sequential stages (ordered steps)
· Decreasing values (usually, but not always)
· Width represents magnitude
· Highlights drop-offs and conversion rates
When to Use It
Funnel charts are ideal for:
· Sales pipelines
· Marketing conversion analysis
· User journey tracking
· Recruitment processes
· Any step-by-step filtering or reduction process
When NOT to Use It
If your data doesn’t follow a clear sequence (like random categories), a funnel chart can be misleading. In those cases, a bar chart is usually better.
Let’s build Funnel chart using below dataset.
funnel_chart_data.csv
date,stage,users 2026-05-01,Website Visitors,1200 2026-05-01,Product View,900 2026-05-01,Add to Cart,500 2026-05-01,Checkout Started,260 2026-05-01,Payment Completed,150 2026-05-02,Website Visitors,1150 2026-05-02,Product View,860 2026-05-02,Add to Cart,480 2026-05-02,Checkout Started,250 2026-05-02,Payment Completed,140 2026-05-03,Website Visitors,1300 2026-05-03,Product View,980 2026-05-03,Add to Cart,530 2026-05-03,Checkout Started,270 2026-05-03,Payment Completed,160 2026-05-04,Website Visitors,1250 2026-05-04,Product View,940 2026-05-04,Add to Cart,510 2026-05-04,Checkout Started,260 2026-05-04,Payment Completed,150 2026-05-05,Website Visitors,1400 2026-05-05,Product View,1000 2026-05-05,Add to Cart,560 2026-05-05,Checkout Started,290 2026-05-05,Payment Completed,170 2026-05-06,Website Visitors,1350 2026-05-06,Product View,970 2026-05-06,Add to Cart,540 2026-05-06,Checkout Started,280 2026-05-06,Payment Completed,165 2026-05-07,Website Visitors,1500 2026-05-07,Product View,1100 2026-05-07,Add to Cart,600 2026-05-07,Checkout Started,310 2026-05-07,Payment Completed,180 2026-05-08,Website Visitors,1450 2026-05-08,Product View,1080 2026-05-08,Add to Cart,580 2026-05-08,Checkout Started,300 2026-05-08,Payment Completed,175 2026-05-09,Website Visitors,1600 2026-05-09,Product View,1150 2026-05-09,Add to Cart,620 2026-05-09,Checkout Started,320 2026-05-09,Payment Completed,190 2026-05-10,Website Visitors,1550 2026-05-10,Product View,1120 2026-05-10,Add to Cart,610 2026-05-10,Checkout Started,315 2026-05-10,Payment Completed,185 2026-05-11,Website Visitors,1700 2026-05-11,Product View,1200 2026-05-11,Add to Cart,650 2026-05-11,Checkout Started,340 2026-05-11,Payment Completed,200 2026-05-12,Website Visitors,1650 2026-05-12,Product View,1180 2026-05-12,Add to Cart,640 2026-05-12,Checkout Started,330 2026-05-12,Payment Completed,195 2026-05-13,Website Visitors,1800 2026-05-13,Product View,1250 2026-05-13,Add to Cart,670 2026-05-13,Checkout Started,350 2026-05-13,Payment Completed,210 2026-05-14,Website Visitors,1750 2026-05-14,Product View,1220 2026-05-14,Add to Cart,660 2026-05-14,Checkout Started,345 2026-05-14,Payment Completed,205 2026-05-15,Website Visitors,1900 2026-05-15,Product View,1300 2026-05-15,Add to Cart,700 2026-05-15,Checkout Started,360 2026-05-15,Payment Completed,220 2026-05-16,Website Visitors,1850 2026-05-16,Product View,1280 2026-05-16,Add to Cart,690 2026-05-16,Checkout Started,355 2026-05-16,Payment Completed,215 2026-05-17,Website Visitors,2000 2026-05-17,Product View,1350 2026-05-17,Add to Cart,720 2026-05-17,Checkout Started,380 2026-05-17,Payment Completed,230 2026-05-18,Website Visitors,1950 2026-05-18,Product View,1320 2026-05-18,Add to Cart,710 2026-05-18,Checkout Started,370 2026-05-18,Payment Completed,225 2026-05-19,Website Visitors,2100 2026-05-19,Product View,1400 2026-05-19,Add to Cart,750 2026-05-19,Checkout Started,400 2026-05-19,Payment Completed,240 2026-05-20,Website Visitors,2050 2026-05-20,Product View,1380 2026-05-20,Add to Cart,740 2026-05-20,Checkout Started,390 2026-05-20,Payment Completed,235
Step 1: Create Dataset from funnel_chart_data.csv file.
Data -> Upload CSV to database
· Upload funnel_chart_data.csv file
· Select the database and schema where you want to upload the csv content
· Set the table name as customer_conversion_rate
Expand Columns section.
· Select all columns in ‘Columns to read section’.
· Set Column data types to {"date": "datetime64[ns]", "stage": "string", "users": "int32"}
Click on Upload button to create customer_conversion_rate dataset.
Click on Upload button to upload the csv file.
Navigate to Datasets listing page, you can able to see 'customer_conversion_rate' is created.
Step 2: Create Funnel Chart.
Click on the dataset ‘customer_conversion_rate’ dataset.
You will be taken to the Chart configuration page.
Click on the link ‘View all charts’.
Select Funnel Chart.
Drag and drop stage to the Dimensions.
Drag and drop users to the Metric section, and select aggregation as SUM.
Save changes.
Click on Create chart button.
You can be able to see Funnel chart like below.
Give some name to the chart and save the changes.
That’s it, you're good to go.
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