XLMind Plus · Charts

Funnel

Stage by stage conversion.

What it shows

Shows the stages of a process in descending form, revealing the conversion rate at each step.

When to use it

It is most useful when seeing step by step drop off from visitor to customer in a sales funnel. It is aimed mainly at analysts, managers, report authors.

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

  1. Pick chart type
  2. Bind data
  3. Adjust settings and design
  4. Insert

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. You can reverse it at any time with Undo Last.

How it differs from similar tools

Unlike a static picture you paste in by hand, it stays bound to your data and redraws itself whenever the source cells change.

Good to know

Bindings must match the chart's expected shape; auto-refreshes on source change. Honest empty / dash state. Invalid data shows a localized validation message (no wrong chart).

Limitations

Requires the listed data fields.

Frequently asked questions

Does Funnel change my source data?
No. Funnel leaves your source data untouched and adds the result as a separate item.
Does it work offline?
Yes. Funnel runs without an internet connection; going online is only needed for licensing, payment and updates.
Can I undo what it does?
Yes. Undo Last on the ribbon reverses the last action in a single step.

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