Funnel Chart

A Funnel Chart is a graphical representation of data that shows how values progress through sequential stages in a process. It is commonly used to visualize pipelines such as sales funnels, conversion stages, or workflow progress, where each stage typically decreases in volume as it moves toward completion.

A Funnel Chart widget consists of two main sections:

config: Controls the appearance and layout of the graph.
aggregation: Controls how the data is grouped, calculated, and sorted before display.

Configure the Funnel Chart

1. Display Settings

Setting	Description
Title	The title displayed above the chart.
Title Tooltip	Optional tooltip displayed when hovering over the chart title.
Category Field	Select the field used to define each stage of the funnel.
Value Field	Select the aggregated value displayed for each stage.
Show Legend	Displays or hides the chart legend.
Show Percentages	Displays each stage as a percentage of the funnel.

Aggregation Settings

Use the aggregation settings to determine how records are grouped and calculated.

Setting	Description
Group By	Groups records into funnel stages.
Aggregation Function	Determines how values are calculated for each stage.
Sort	Specifies the order in which stages appear.

The following aggregation functions are available.

Function	Description
`SUM`	Adds all numeric values together.
`COUNT`	Counts the number of records.
`AVG`	Calculates the average value.
`MIN`	Returns the smallest value.
`MAX`	Returns the largest value.
`DATE_FORMAT`	Groups date values into periods such as months, weeks, or years.
`__NULL__`	Returns the original field value without applying an aggregation function.

JSON Example

"config": {
  "type": "radial-bar-chart",
  "settings": {
    "title": "Clients by Referral Source",
    "titleTooltips": "",
    "nameAccessor": "owner",
    "valueAccessor": "title",
    "hideLegends": false,
    "showPercentages": true
  }
}

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