> ## Documentation Index
> Fetch the complete documentation index at: https://help.dingtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Funnel chart

> Funnel charts show stage-by-stage data and conversion rates for your processes — choose standard or conversion funnel, enable cumulative layer totals, and drill into any stage's detail data.

A funnel chart visualizes the **data and conversion at each stage** of a process. In marketing, sales management, and user behavior analysis, it surfaces stage-to-stage conversion rate clearly — making bottlenecks easy to find.

## Add a funnel chart

In the upper-left, click **Add chart**. Pick **Funnel chart**.

![](https://img.alicdn.com/imgextra/i1/O1CN01u5AMS11ZL7RfDnoBt_!!6000000003177-0-tps-391-393.jpg)

## Configure the funnel chart

Configure type/data and custom style:

**Data**: pick source — table and data range. **All data** enables filters.

![](https://img.alicdn.com/imgextra/i3/O1CN01EUcPWt253Jku5q38R_!!6000000007470-0-tps-297-284.jpg)

**Chart**: pick a color theme.

![](https://img.alicdn.com/imgextra/i1/O1CN01fOOXe51d7cENYxhei_!!6000000003689-0-tps-582-310.jpg)

**Funnel type**: regular funnel or conversion funnel. Regular funnel doesn't compute conversion or overall conversion.

![](https://img.alicdn.com/imgextra/i1/O1CN01VRCN6z1FsHoKAb8Jt_!!6000000000542-0-tps-336-307.jpg)

**Conversion rate**: ratio of one stage to the prior stage. Example: in the chart above, the bottom stage is 3 and the top stage is 10 — the end-to-end conversion is 3/10 ≈ 30.00%.

Toggle **roll up current and lower stages**. When on, each stage aggregates its own data plus all lower stages. When off, each stage shows only its own data.

![](https://img.alicdn.com/imgextra/i3/O1CN012uJMds1EOgbBRLD1Q_!!6000000000342-0-tps-655-330.jpg)

![](https://img.alicdn.com/imgextra/i2/O1CN01AxDHCO24hKkDHM3YW_!!6000000007422-0-tps-642-328.jpg)

**Funnel stages**: the stages shown in the chart. In an AI Table dashboard, funnel stages are generated from the selected field's values — each stage shows that value and its data.

**Custom style**: background color.

## View funnel chart data

Anyone with read access can browse the funnel data. Hover over a stage — the count/value and conversion rate appear.

![](https://img.alicdn.com/imgextra/i2/O1CN01kUWOns1m135tg8dsG_!!6000000004893-0-tps-660-322.jpg)

Click a stage — open **Data details** to see the records behind it.

![](https://img.alicdn.com/imgextra/i1/O1CN0109DDhz22evQjav2CP_!!6000000007146-0-tps-958-304.jpg)

## Manage the funnel chart

Hover over the chart — find the icon in the upper-right. Click for: configure, rename, copy, add to dashboard center, copy as image, export as image, delete.

![](https://img.alicdn.com/imgextra/i3/O1CN01ruf2ZN1EcssQFEwqF_!!6000000000373-0-tps-565-327.jpg)

Drag the lower-right corner to resize. Drag the top to reposition.
