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Quick Start

Add the visual to your report​

  1. Click the SDM Funnel icon in the Visualizations pane
  2. Resize the empty container on your report canvas

Bind your data​

  1. Drag your funnel stage column (e.g. Stage.Name) to Funnel Steps
  2. Drag every measure you'll need (score, base, comparison, comparison base…) to Values — you'll assign each one's role from the Format pane next
  3. (Optional) Drag a grouping column to Group By to draw one funnel per group value

Nothing renders yet — the visual needs at least a Score measure assigned before it can draw a bar.

Assign the Score measure​

  1. Open the Format pane
  2. Expand Main Partition
  3. Set Score measure to the measure that represents "% who reached this step"

The funnel now renders: one tapering bar per distinct value of Funnel Steps, ordered by descending score.

Add leakage & significance​

  1. In Main Partition, set Base measure, Comparison measure and Comparison base measure
  2. The Leakage card's pills (step-to-step drop-off %) turn red/green once all four measures are set and a group's leakage is significantly worse/better than the comparison's
  3. Adjust Leakage → Significance level (90/95/99%) to control how strict the test is
  4. (Optional) Turn on Leakage → Show legend to draw a small legend below the funnel explaining what the pill colors mean

First customizations​

Open the Format pane and try these:

  • Bars → Color (top) / Color (bottom) — apply a top-to-bottom gradient to the funnel bars
  • Global Settings → Value Font / Step Label Font — adjust the on-bar typography
  • Leakage → Above/Below average color — recolor the significance pills
  • Frame → Show frame — add a decorative card around each funnel

Add a competitor comparison​

  1. Drag a competitor/benchmark score measure into Values
  2. Open Second Partition, set Score measure and optionally Name / Logo (base64)
  3. A small comparison track appears on the left of the funnel at each step junction, connected by an arrow (configurable in Competition Leakage)

Add extra columns​

  1. In Global Settings → Options, turn on Show extra columns
  2. Click the small ⚙ gear icon that appears on the visual in edit mode to open the column editor and add up to 8 columns — see Additional Table