- In short
- Stage by stage conversion. Select your data, pick the template and map the fields; the result is an editable, data-bound visual that refreshes as your cells change. Nothing in the source is modified.
What it shows
Shows the stages of a process in descending form, revealing the conversion rate at each step.
When to use it
Typical use: seeing step by step drop off from visitor to customer in a sales funnel.
Example scenarios
- Seeing step by step drop off from visitor to customer in a sales funnel.
- Analysts: shows the stages of a process in descending form, revealing the conversion rate at each step.
What it needs
One column with the stage labels and one with the numeric values to compare.
How to use it
- Select the data range or table you want to visualize.
- Open the Charts (Visualizations menu) gallery from the XLMind Plus tab.
- Pick the Funnel template and map its fields to your cells.
- The visual is inserted bound to your data; it refreshes as the cells change.
What it produces
A live SVG chart shape (auto-refresh and edit).
Effect on your data and undo
Funnel does not change your source data; the result is added as a separate item. It refreshes automatically when the linked cells change. One click on Undo Last brings everything back.
How it differs from similar tools
It creates this chart type without helper columns, tricks or macros; the result stays bound to your data and remains hand-editable.
Good to know
Bindings must match the chart's expected shape; auto-refreshes on source change. Requires the listed data fields (stage, value).
Limitations
Requires the listed data fields.
Frequently asked questions
- Can I edit the resulting visual?
- Yes. It is made of ordinary Excel objects, so colors, text and size are all freely adjustable.
- Is the result live?
- Yes. It works off your data, so when the source cells change, so does the visual.
- Is my source table modified?
- No. The tool only reads your data; the only addition to the sheet is the visual itself.
- Can I move to a different template?
- Yes; open the gallery again and build a new template on the same data. The old visual stays until you remove it.
Works well with
- For a similar but different need, use Correlation Matrix
- Afterwards, try Create Dashboard
- Often used alongside this tool: KPI Cards
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