Associated Items
List Search

Funnel Chart

A Funnel Chart is often used to show a reductive process in which there are smaller quantities over the progression of a process. In particular this is useful for sales data. Consider this chart which indicates the progression from prospective customers to converted sales:


  • Begin by creating appropriate list data for a Funnel Chart.
  • Create a new custom list using Sales Stage, Index and Total columns.
  • Rename the Title column to Sales Stage for this list.
  • Add in some test data similar to below in which the values decrease for each successive record.

  • Create a new SharePoint wiki page called Sales Conversion Chart.
  • Add in a Smart Chart web part as described on the Column Chart page.
  • Set Sales Stage to be used for the Category.
  • Use the Total column with the Sum setting for the Series.
  • Use the Show Values option with this chart.


A Funnel Chart typically only fits a very specific type of data set. Consider this type of chart when demonstrating progression toward a goal via a process of elimination.

Last modified: 9/9/2017 10:53 PM

Add your comment

Comments are not designed to replace support calls. If you have a specific issue with one of our products, please send an email to support@infowisesolutions.com to open a support ticket.
Infowise logo
© 2005-2021 Infowise Solutions Ltd
Microsoft partner logo
GSA Schedule
Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.