Welcome to Visible Support! In this post we will be taking a look at creating and leveraging Funnel Charts.
Funnel charts are most widely used to show progression as you pass from one phase to the next. Most commonly when evaluating a sales and marketing pipeline or funnel.
For this example we will be creating a sales funnel and will assume the data is entered and ready to go in Visible - likely from one of our CRM integrations.
To get started - you will want to navigate to the dashboard/Update where you would like the funnel chart to live. Next, click "Create chart". From here you will want to add the appropriate metrics to your funnel as shown below:
Keep in mind you will want to add/arrange the metrics in which they pass from stage to stage. For this example having Subscribers/Visitors as the top of the funnel and Customers as the end goal/bottom of the funnel.
Next, you will want to navigate to the "Options" tab and select "Funnel" as the chart Type as shown below:
Click "Save", and your funnel chart will be good to go. You can check out our example Sales Funnel below: