Insight Stream Insight Stream | Data Analytics & Visualisation Guide

Funnel Chart

Funnel charts show how volume narrows through stages โ€” ideal for conversion pipelines, process adherence, or attrition storytelling.

Example do and don't images

Funnel Chart โ€“ good example
Do: Clear focus, minimal clutter.
Funnel Chart โ€“ poor example
Don't: Overcrowd or rely on legends only.

๐Ÿ” More Examples: Common Pitfalls

These are some of the most frequent mistakes we see in real dashboards. Learn to spot and fix them:

Funnel data shown as line chart - bad example
โŒ Don't: Line charts don't show funnel progression
Proper funnel chart - good example
โœ… Do: Use proper funnel to show conversion drop-off

Do's

  • Define consistent stage logic.

    Ensure everyone agrees what moves a record from one stage to the next.

  • Annotate major drop-offs.

    Call out the stages that leak most volume and why.

  • Pair with rate metrics.

    Include conversion percentages or stage-to-stage deltas for context.

Don'ts

  • Donโ€™t add too many stages.

    Four to six steps keeps the funnel legible; combine minor ones.

  • Avoid misaligned denominators.

    Every stage should reflect the same cohort progressing or dropping out.

  • Skip decorative 3D shapes.

    Keep the funnel flat so width accurately reflects volume.

Use cases

  • Sales pipeline conversions

    Highlight where opportunities stall or are lost.

  • Incident triage workflow

    Track issues from detection to resolution.

  • Customer onboarding

    Visualise sign-ups, activations, and active usage.

Common Mistakes to Avoid

Even experienced analysts make these errors. Here's how to spot and fix them:

โŒ

Inconsistent stage definitions

Why it's bad: Stages that don't follow a logical progression confuse viewers.

Fix: Ensure each stage represents a clear step in the process.

โŒ

Missing conversion rates

Why it's bad: Raw numbers don't show where the biggest drops occur.

Fix: Label each stage with both count and conversion rate percentage.

โŒ

Using for non-sequential data

Why it's bad: Funnels only work for progressive, ordered steps.

Fix: Use bar charts for non-sequential comparisons.

Accessibility Guidelines

Make your visualizations accessible to everyone, including users with visual impairments, color blindness, or who rely on screen readers.

๐ŸŽจ

Color Considerations

Use colorblind-safe palettes:

  • Avoid: Red-green combinations (8% of men are red-green colorblind)
  • Use: Blue-orange, purple-yellow, or add patterns/textures
  • Test: Use tools like Color Oracle or Coblis to simulate color blindness

Recommended palettes:

#0173B2
#DE8F05
#029E73
#CC78BC
โš™๏ธ

Contrast & Legibility

Meet WCAG 2.1 standards:

  • Text contrast: Minimum 4.5:1 for normal text, 3:1 for large text
  • Chart elements: 3:1 contrast between adjacent colors
  • Labels: Use dark text on light backgrounds (or vice versa)

Font guidelines:

  • Minimum 12pt for body text, 14pt+ preferred
  • Avoid decorative or overly thin fonts
  • Use bold for emphasis, not color alone
๐Ÿ”Š

Screen Reader Support

Essential elements:

  • Alt text: Describe the chart's key insight, not just "bar chart"
  • Data tables: Provide raw data as an accessible table alternative
  • Aria labels: Use aria-label for interactive elements

Example alt text:

"Bar chart showing sales increased 30% from Q1 to Q2, with Q2 reaching $2.5M. Technology had the highest growth at 45%."

๐Ÿ› ๏ธ

Additional Techniques

Don't rely on color alone:

  • Use patterns, textures, or shapes to differentiate categories
  • Add direct labels to data points when possible
  • Use icons or symbols alongside colors

Interactive features:

  • Ensure keyboard navigation works (tab, arrow keys)
  • Provide text summaries of key findings
  • Allow users to toggle between visual and tabular views

๐Ÿ“– Helpful Resources

  • Color Oracle: Free color blindness simulator for Windows, Mac, Linux
  • WebAIM Contrast Checker: Test color contrast ratios
  • ColorBrewer: Colorblind-safe color schemes for maps and charts
  • WCAG 2.1 Guidelines: Full accessibility standards for web content

Story tip

Funnel visuals shine when you want to narrate attrition โ€” explain why people drop out and what interventions close the gaps.

Power BI: Use the native Funnel visual or stacked bar alternative; add tooltips for absolute counts and conversion percentages.