Create a funnel chart in everviz

Follow the steps in this article to create a funnel chart in everviz.

Funnel charts are great for tracking the reduction of a quantity over time or from one process to another.

The example we’ll create lets us see how a salesperson’s sales pipeline starts off with a large amount of leads that are then funnelled through to a smaller set of closed sales. We can see how many initial leads were successfully converted to the next stage and use this information to assess sales performance or create a strategy to improve lead conversion.

To create a funnel chart:

Launch the project wizard and select Chart to launch the chart wizard
Select Funnel from the Chart type section to the left of the chart wizard’s screen. Notice that the preview pane changes to reflect the chart type you’ve chosen
Click Next to move to the Data step where you can enter the data for your chart
Click the top-left cell (A1) in the data table and press CTRL+A to select all the data in it
Press the delete key to remove the example data
Copy this example data and paste it into the data table at the top-left cell (A1). You’ll see the newly added data reflected in the preview chart
Click Next to move to the Design screen where you can choose a theme for your chart. Click an available theme to see how it looks, or stick with the default theme
Click Next to move to the Text & Annotations screen where you can add contextual information to your chart, such as a title, axis labels and a caption
Click Next to move to the Save or Publish screen where you can save your chart for later amendment or use, or publish your chart
Alternatively, you can click the Continue in Editor button to edit the chart further with more granular options