Power BI Custom Visual

Funnel Chart for Power BI

AI-generated funnel chart for Power BI. Describe what you need in plain English; download a ready-to-import .pbiviz file. Full TypeScript source included.

A funnel chart visualizes the stage-by-stage drop-off in a linear sequence: how many leads enter, how many reach qualification, how many convert. It answers "where are we losing people?" at a glance. Every sales, marketing, and product team tracks a funnel.

Power BI ships a basic funnel, but it's inflexible: labels stuck on one side, no conversion-rate overlay, no segmentation within stages, and the narrowing logic can't be inverted (for showing retention rather than loss). For real analysis most teams rebuild it as a horizontal bar chart with conditional formatting — losing the visual metaphor that makes a funnel a funnel.

VizForge generates a Power BI funnel custom visual with segmentation support (funnel slices colored by source, product, or region), conversion-rate annotations between stages, and adjustable narrowing. You can overlay a comparison funnel (this period vs. last) on the same canvas.

When to use a funnel chart in Power BI

  • Sales pipeline: leads → MQLs → SQLs → opportunities → closed won
  • Marketing funnel: impressions → clicks → landing page views → sign-ups
  • Hiring funnel: applicants → screened → interviewed → offered → hired
  • Product onboarding: sign-up → first action → activation → retention
  • Support funnel: tickets opened → triaged → resolved → satisfied

Example prompt

Example VizForge prompt

Sales funnel with 6 stages from Lead to Closed Won. Segment each stage bar by acquisition channel (4 sources). Show conversion percentage between each stage as a label. Orange-to-blue gradient.

Data shape required

Two columns required: Stage (text, ordered), Count (numeric). Optional Segment (text) to stack each stage.

Typical DAX measures

Stage Count = SUM( Funnel[Count] )

Conversion to Next Stage =
    VAR Current = [Stage Count]
    VAR NextStage =
        CALCULATE(
            [Stage Count],
            FILTER(
                ALLSELECTED( Funnel[StageOrder] ),
                Funnel[StageOrder] = MAX( Funnel[StageOrder] ) + 1
            )
        )
    RETURN DIVIDE( NextStage, Current )

Overall Conversion =
    DIVIDE(
        CALCULATE( [Stage Count], Funnel[StageOrder] = MAX( Funnel[StageOrder] ) ),
        CALCULATE( [Stage Count], Funnel[StageOrder] = 1 )
    )
Generate a Funnel Chart — starts free

Free plan: 3 visuals per month. No credit card required.

FAQ

Can I segment within stages?

Yes. Prompt for 'stacked funnel' with a segment column — each stage bar splits horizontally by that dimension.

Will it show conversion rates between stages?

Yes — the formatting pane has a 'Show conversion rates' toggle that annotates the percentage drop at each transition.

Can I compare two funnels side by side?

Yes. Prompt VizForge for 'comparison funnel: this period vs. last period' and the visual renders both with a legend.

What if I want retention instead of drop-off?

Flip the narrowing: prompt for 'retention funnel, narrowing downward from new users to retained at week 8'.

How-to guides for funnel chart

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