Funnel charts in Power BI - Dashboard Guide

Dashboard Mode - Funnel charts

Business Question

How many customers move through each stage of our sales process, from initial contact to final purchase?

Sample Data

Stage	Customers
Contacted	500
Qualified	350
Proposed	200
Negotiation	120
Closed Won	80

Dashboard Components

• Funnel Chart: Visualizes the number of customers at each sales stage. Uses the 'Stage' column for categories and 'Customers' column for values.
• KPI Card - Total Customers Contacted: Shows total customers at the first stage.
  Formula: Total Contacted = CALCULATE(SUM('SalesFunnel'[Customers]), 'SalesFunnel'[Stage] = "Contacted")
  Result: 500
• KPI Card - Conversion Rate to Closed Won: Shows percentage of customers who completed the sale.
  Formula: Conversion Rate = DIVIDE(CALCULATE(SUM('SalesFunnel'[Customers]), 'SalesFunnel'[Stage] = "Closed Won"), CALCULATE(SUM('SalesFunnel'[Customers]), 'SalesFunnel'[Stage] = "Contacted"), 0)
  Result: 0.16 (16%)
• Table: Lists all stages with customer counts and percentage drop from previous stage.
  Formula for drop percentage:
  Drop % = VAR CurrentStage = 'SalesFunnel'[Stage]
VAR PrevCustomers = CALCULATE(SUM('SalesFunnel'[Customers]), FILTER('SalesFunnel', 'SalesFunnel'[Stage] = SWITCH(CurrentStage, "Qualified", "Contacted", "Proposed", "Qualified", "Negotiation", "Proposed", "Closed Won", "Negotiation", BLANK())))
RETURN IF(ISBLANK(PrevCustomers), BLANK(), (PrevCustomers - 'SalesFunnel'[Customers]) / PrevCustomers)

Dashboard Layout

+----------------------+----------------------+
|  KPI: Total Contacted | KPI: Conversion Rate |
+----------------------+----------------------+
|                      Funnel Chart             |
|                                              |
|                                              |
+----------------------------------------------+
|                   Table                       |
+----------------------------------------------+

Interactivity

A slicer allows filtering by sales region (e.g., North, South). When a region is selected, the funnel chart, KPI cards, and table update to show data only for that region. This helps analyze funnel performance by region.

Self Check

If you add a filter for Region = 'North', which components update and what changes occur?

• Funnel Chart updates to show customer counts only for North region stages.
• KPI Cards update their values based on North region data.
• Table updates to show stage counts and drop percentages for North region.

Key Result

A sales funnel dashboard showing customer counts at each stage, total contacted, conversion rate, and stage drop-offs.