How to Create a Funnel Widget with Sales Stage Data

A funnel chart is a specialized chart type that demonstrates the flow of users through a business or sales process. The chart takes its name from its shape, which starts from a broad head and ends in a narrow neck. The number of users at each stage of the process are indicated from the funnel's width as it narrows.

When to use Funnel Widget

Funnel charts are most often seen in business or sales contexts, where we need to track how a starting set of visitors or users drop out of a process or flow. This chart type shows how the starting whole breaks down into progressive parts.

By visualizing the number of users that make it to each stage of the process, a business can understand where there are significant drop offs and try to make changes to the user experience for the better. Note that there will not be enough detail in a funnel chart to say why an unexpected drop has occurred, so funnels are best used as a high-level visualization before moving into a deeper investigation.

Required permissions

Only users with admin roles can create and edit the widgets.

Creating a Funnel Widget

1. Log in to MSPbots as an admin.
2. Navigate to Widgets and click New Widget.
   
   
   
   
3. Choose the Funnel widget type on the New Widget window.
   
   
   
   
4. Provide Name, Description, Role, and Tag on the Basic Setting tab.
5. Click Apply.
6. When the Widget Builder window opens, fill in the following fields in the Basic Setting tab.
   
   • Name - Give the widget a name.
   • Description - Give the widget a short description.
   • Role - Select the roles that will have access to the widget.
     
     
     
     
7. Click Apply.
8. Configure the dataset.
   1. Click the  button. 
   2. Click the    button, then select New Layer. 
      
      
      
      
   3. In the Dataset window,
      1. Select the appropriate dataset and enter a data source name in the Show datasource name as field (The sales stage in this sample scenario).
         
         
         
         
      2. For Columns Display,
         1. Go to the Column Name dropdown and select a field for the drill-through.
         2. Give an Alias and select a Business Type for your selection.
         3. Click the + button to add more rows.
            
            
            
            
      3. For Filter,
         1. Click the + icon and choose either Add Condition or Add Group.
            
            
            
            
         2. Select all the fields you want to filter.
         3. Set conditions for each field using the subsequent two dropdowns.
            For a guide on each option on the list, refer to the article What Filter Conditions and Formats are Available for Creating Widgets.
         4. Select the appropriate logical operator (i.e. Equals, Not Equals) for the filter group.
            
            
            
            
      4. For Measure,
         1. Click the + button corresponding to Measure.
            
            
            
            
         2. When the Measure window opens, select a Summary Type then select a computation.
         3. Select which field to compute from the Fields list.
         4. Type an Alias for the measure.
         5. Select a Format Type.
         6. Click Add.
            
            
            
            
      5. For DrillThrough Order By,
         1. Click the + icon.
         2. Select a parameter to sort drill-throughs automatically.
            
            
            
            
      6. (Optional) Row Limit - Select an option to set a limit on how many rows of data will be shown. 
         
         
         
         
      7. Remove duplicate data - Select this option if you have duplicate data to delete.
         
         
         
         
      8. Click Save to keep the Dataset configuration.
         
         
         
         
         
         
9. Re-do Step 9 for the other Sales Stages or click > Clone to clone the accomplished layer/data source, and then modify the Show datasource name as, sales_stage filter and Measure fields accordingly.
   
   
   
   
   
   
10. Click    to go to the Config tab.
    
    1. Select Binding data to column under Mode then 
       
       
       
       
    2. Click Apply from the bottom right of the Widget Builder window.
    3. As needed, sort the Sales Stages via Drag Sort.
       
       
       
       
11. Click Apply.