Zoho Analytics supports the following types of Funnel Chart.
You can create a Funnel Chart for a single metric in the Y-axis, grouped by a single dimension in the X-axis. Follow the below steps to create a single series funnel chart.
The following animation illustrates how to create a funnel chart, showing the Sales Pipeline.
You can create a funnel chart comparing multiple metrics (Multi Y-axes). Each slice (component) of the funnel represents one Y-axis metric. Follow the below steps to create a multi-series funnel chart.
The following animation illustrates how to create a funnel chart, showing Leads - Converted and Won.
Zoho Analytics provides a wide range of customization options for Charts. This section explains customization options for the funnel chart. Refer here for more on
chart customization options
in general.
Follow the below steps to customize a Funnel Chart.
Show Data Label section allows you to add a chart label. You can add the following as the data label.
You could choose to add both Value and Percentage in the chart. You can also remove the chart label by unselecting these checkboxes.
Select this to display the conversion rate of the funnel in percentage, by comparing the value of the last slice with the first slice in the funnel.
Zoho Analytics supports the following funnel design.
You can choose to display the legend items with or without the corresponding values. You can also customize the format to display data using the
Format
link.
The following combinations of column types are possible when creating Funnel charts.
|
X-axis
|
Y-axis
|
Color
|
Text
|
Tooltip
|
Case 1
|
Dimension
|
Aggregate
|
--
|
Aggregate/
Measure/
Optional
|
Aggregate/
Measure/
Optional
|
Case 2
|
Optional
|
Multiple Aggregate
|
--
|
Aggregate/
Measure/
Optional
|
Aggregate/
Measure/
Optional
|
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.