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Horizontal Funnel

Represent the various stages and relevant metrics of a process | PBI certified

Visual at a glance

Category
Flow
Certification
Power BI Certified
Best used for
Represent the various stages and relevant metrics of a process | PBI certified

About Horizontal Funnel

Horizontal Funnel by MAQ Software breaks down complex processes into clear, understandable phases. While other Power BI funnels are limited to displaying one key metric for each funnel stage, Horizontal Funnel enables users to display a second, customizable metric beneath the primary measure. The primary measure defines the size of the colored funnel segments, showcasing what percentage each segment makes up of the whole.

Key Feature

  • Secondary measure that can be displayed below the colored bars
  • Tooltip that displays a brief explanation of the data
  • Configurable funnel stage colors, font size, display units, and label decimal place
  • Added support for bookmarks

Business uses

  • Sales – Analyze the sales pipeline by viewing both the sales progress and conversion rate at each stage of a sale
  • Marketing – View the entire buyer process, tracking for details like web traffic sources and order fulfilment
  • Human Resources – Break down the recruitment, tracking the quantity of applicants in each stage of job applications (online applications, telephone screenings, in-person interviews, etc.)

What's new

  • Support for the context menu
View full details

Feature walkthrough

MAQ SoftwareHorizontal Funnel
For a demo video, please visit ourYouTube channelFor technical support, please visit ourPower BI community forum

Contact Us. Thank you for using Horizontal Funnel by MAQ Software. Have questions about this or any of our other Power BI custom visuals? For issues, contact Support@MAQSoftware.com. For priority requests or custom builds, contact CustomerSuccess@MAQSoftware.com.

FAQs

What is the Horizontal Funnel visual used for?

The Horizontal Funnel visual is used to break down the various stages of a process and display the relevant metrics for each stage. It is useful for analyzing processes where values decrease or progress through multiple stages.

What makes Horizontal Funnel different from the standard Power BI Funnel?

Unlike standard Power BI funnels that are generally limited to one key metric for each stage, Horizontal Funnel allows you to display a second, customizable metric beneath the primary measure.

Can I display two metrics for each funnel stage?

Yes. The visual supports a primary measure and a secondary measure. The secondary measure can be displayed below the colored funnel bars to provide additional information for each stage.

What does the primary measure represent?

The primary measure determines the size of the colored funnel segments. It represents the main value associated with each stage of the process.

What does the secondary measure represent?

The secondary measure provides additional information for each stage. For example, it can be used to display a dropout value, percentage, or conversion rate alongside the primary measure.

Can I customize the funnel stage colors?

Yes. The color configuration of the individual funnel stages can be customized to match your reporting requirements.

Can I customize the labels displayed in the funnel?

Yes. You can customize label settings such as:

  • Label color
  • Font size
  • Display units
  • Decimal places
Does the visual provide tooltips?

Yes. The Horizontal Funnel provides tooltips that display a brief explanation of the underlying data when users interact with the visual.

Can I use bookmarks with Horizontal Funnel?

Yes. Horizontal Funnel supports Power BI bookmarks, allowing different visual states or report views to be saved and accessed through bookmark interactions.

Which business scenarios is Horizontal Funnel best suited for?

The visual is commonly used for:

  • Sales pipeline analysis
  • Marketing and buyer journey analysis
  • Website traffic analysis
  • Order fulfillment
  • Recruitment processes
  • Applicant tracking
  • Other multi-stage business processes
Can Horizontal Funnel be used to analyze a sales pipeline?

Yes. It can display sales progress at each stage along with an additional metric such as the conversion rate, helping users understand how prospects progress through the sales pipeline.

Can Horizontal Funnel be used for recruitment analysis?

Yes. Human Resources teams can use the visual to track the number of applicants at different recruitment stages, such as online applications, telephone screenings, and in-person interviews.

Can Horizontal Funnel be used for marketing and buyer journey analysis?

Yes. Marketing teams can use the visual to analyze the different stages of the buyer process, including web traffic sources and order fulfillment.

Does Horizontal Funnel support Power BI themes and context menus?

Yes. The visual supports Power BI themes and includes context menu support. The community page also notes that date-formatting issues were fixed in version 3.4.4.

Where can I report issues or request new features?

For issues or feature requests related to Horizontal Funnel, users can contact MAQ Software support. Priority requests and custom builds can be directed to Customer Success.

Support: Support@MAQSoftware.com

Priority requests and custom builds: CustomerSuccess@MAQSoftware.com

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