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Visualize your user journeys and deal stages instantly. With the Funnel chart widget you can see where users convert, spot the leaks in your flow, and optimize each stage — all from a single dashboard tile.

This guide walks you through creating a Funnel chart from scratch, configuring it, and reading the results.

What the Funnel chart shows you

A funnel breaks a process into ordered stages and shows how many records reach each one. Each stage displays its count (and/or percentage), and the drop badge between stages tells you what share was lost from the stage before it. An overall Conversion figure at the top shows how much of the starting volume made it all the way to the final stage.

Typical uses include:

• Sales pipelines — Lead → Qualified → Demo → Proposal → Closed Won
• User journeys — Sign-up → Activated → Subscribed → Renewed
• Support or onboarding flows — any process with sequential steps

Step 1 — Add the widget to a dashboard

Open the dashboard you want to add the funnel to and make sure Edit mode is on (toggle in the top bar). Then click Add widget in the top-right corner.

Your cursor turns into a crosshair. Click and drag across the dashboard grid to draw the area where the widget will sit. Don't worry about getting the size perfect — you can resize and move it later.

When you release, choose Funnel chart as the widget type. The configuration panel opens with three tabs: Data, Settings, and Time period. A live preview builds on the right as you make changes.

Step 2 — Choose your data (Data tab)

The Data tab is where you tell the funnel what to measure. There are two ways to build your stages, controlled by the Use single data source checkbox.

Option A — Single data source (default)

Leave Use single data source checked when all of your stages live in one data source and are distinguished by a field (for example, an Opportunity Stage or Status field). Plecto generates one funnel stage for each value in that field.

• Open the Data source dropdown and start typing to search. Pick the source you want — here, Salesforce Opportunities.

• In the Select field, choose the field that defines your stages. Typing narrows the list — here we select the Stage field.

• Plecto instantly generates a stage for each value of that field, and the preview fills in.

Tip: The widget title auto-fills with the data source name when you select it. Click the title at the top of the preview to rename it to something clearer for your viewers.

Option B — Define each stage individually

Uncheck Use single data source when your stages come from different sources, or when you want full control over which stages appear and in what order. Use the + Add stage button to add each stage one at a time and assign each its own data source. This is the best choice when you need the stages in a specific, meaningful sequence rather than however the field happens to be grouped.

Step 3 — Fine-tune the look and logic (Settings tab)

The Settings tab controls how the funnel behaves and looks.

• Group by — Break down each stage by employee or team so you can compare performance across people. Leave it on None for a single combined funnel.
• Filter by team — Restrict the widget to specific teams. Note that this overrides any team filters set on the dashboard itself.
• Display numbers as — Show each stage as a value, a percentage, or value & percentage.
• Abbreviate large numbers — Shortens big figures (e.g. 16,048 → 16K) to keep the widget tidy.
• Accumulate stages — When enabled, each stage shows the cumulative total of all the stages that follow it. This gives an approximate view of overall pipeline volume rather than the exact count sitting in each individual stage. Leave it off if you want the true count per stage.
• Display stages — Switch the layout between Horizontally and Vertically to fit the shape of your widget.
• Conditional colors — Set a target percentage and a color so stages change color based on how they perform against that target. This makes leaks jump out at a glance.

Step 4 — Set the time period

Switch to the Time period tab and open the dropdown to choose the window your funnel measures.

You can pick a period from the tabs at the top:

• Current — Today, Current Week / Month / Quarter / Year, or any "to date" option (Week to date, Month to date, and so on)
• Previous and Next — the prior or upcoming period
• All time — no date limit
• Advanced — custom relative ranges
• Fixed — a specific start and end date

Select your period (in the example, Year to date), confirm the date range shown at the bottom, and click Apply.

Step 5 — Review and save

With data and a time period in place, the preview shows the finished funnel: each stage with its count, the drop percentage between stages, and the overall Conversion rate at the top.

When you're happy with it, click Save widget. The funnel appears on your dashboard, where you can drag to reposition it or pull its edges to resize.

How to read your funnel

• Stage value — how many records reached that stage in the selected period.
• Drop badge (↓ X%) — the share lost compared with the previous stage. A large drop flags where users or deals fall out of your flow.
• Conversion % — the proportion of starting volume that made it all the way to the final stage. This is your headline efficiency number.

The biggest drop between two consecutive stages is usually your most valuable place to investigate — that's where a small improvement has the largest effect on the end result.

Quick troubleshooting

• All stages show 0 — Your time period probably has no data yet (e.g. Current Week early in the week). Widen it to Year to date or All time to confirm the widget is wired up correctly.
• Stages are in an odd order — In single data-source mode the stages follow the field's grouping. If you need a precise sequence, switch to defining each stage individually (Step 2, Option B) and add them in order.
• Numbers don't match another widget — Check whether Filter by team is set on the funnel, since it overrides the dashboard's own team filter.
• Conversion looks too high or low — Confirm whether Accumulate stages is on; it changes whether each stage shows its own count or a running cumulative total.