A Funnel Chart in Zoho Analytics is a visualisation that displays data as progressively narrowing horizontal or vertical segments to represent sequential stages in a process, showing the volume or conversion rate at each stage.
Use Funnel Chart when your reporting requirements go beyond what built-in defaults provide. This feature is most valuable for organisations that have moved past basic data viewing and need precise control over how their data is organised, queried, or presented. Teams working with multiple data sources, varied user groups, or complex business logic will find this capability central to their Zoho Analytics setup.
Before configuring Funnel Chart, ensure that the underlying data tables are clean and consistently structured. Irregular naming conventions, mixed data types in a single column, or missing values can produce unexpected results. For shared environments, coordinate with your Workspace Administrator before making changes that affect reports used by other team members. Testing on a duplicate report before applying changes to production dashboards is a sound practice.
A Funnel Chart visualises a sequential process where volume decreases at each stage. Common uses include sales pipeline stages (Lead, Qualified, Proposal, Won), marketing conversion funnels (Impressions, Clicks, Signups, Purchases), and support ticket resolution flows.
In the Report Editor, select Funnel Chart as the chart type. Assign a dimension column containing your stage names to the X axis and a count or value metric to the Y axis. Zoho Analytics orders the segments by the values (largest to smallest) or you can define a custom stage order.
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