Pipeline, conversion, and “stage of treatment” reporting all share the same shape: a wide top, narrowing as records progress through stages, and a small tip showing how many made it to the end. Until now, modelling that shape in the CRM meant approximating it with a Vertical Bar chart sorted by stage and reading the relative proportions by eye.

CRM-2578 adds a Funnel Chart as a first-class chart type. Each segment is drawn proportional to its value, with the widest segment at the top and progressively narrower segments below. The chart shows the category name, raw count, and percentage on hover, and lets users click any segment to drill through to the underlying records.

Key capabilities:

● New Funnel Chart type available wherever Chart Reports are built — in the Reports module, on the Chart Type selector.

● Two visual styles — Normal and Rounded — selectable with a toggle button bar above the chart at run time.

● Vertical funnel orientation — widest at top, narrowest at bottom, with the largest value sorted to the top automatically.

● Tooltips with count and percentage — hover any segment and see Category: count (XX%) — count is the raw value, percentage is the segment’s share of the total.

● Coloured legend under the chart — one entry per stage with a colour swatch and the category’s percentage; click a legend entry to hide or restore that stage on the chart.

● Drill-through on click — clicking a segment opens the link associated with the underlying report row in a new tab (when the report’s data field is configured to link to detail records).

● Dynamically sized canvas — the chart’s height grows with the number of stages so labels never collide; the canvas is scrollable when stages exceed the available height.

● Multi-page friendly — the legend lives outside the widget content area so the dashboard’s footer icons (full-screen, options, drill-through) stay pinned and don’t shift as the chart redraws.

● Pin to Dashboard — once saved, the Funnel Chart Report can be pinned to any dashboard tab and benefits from all standard dashboard interactions (filters, full-screen, PDF export from CRM-2595).

Role What They Do Report author / analyst Creates Funnel Chart Reports — chooses the source module, the data field, the grouping (the stages), and saves.

Dashboard owner / admin Pins Funnel Chart Reports to dashboard tabs.

End user (viewer) Sees the chart on report pages and dashboards, hovers for details,

clicks segments to drill in. No special permission beyond standard report and dashboard access.

Access follows the standard Reports module permission. Anyone who can build Chart Reports can build Funnel Charts. Anyone who can pin to a dashboard can add the chart there. Drill-through to underlying records honours the user’s record-level sharing as usual.

1. Sign in to the CRM.

2. Go to the Reports module from the main navigation.

3. Click + Create Report → ChartAndDetail Report.

4. On Step 1 (Report Details), pick the source module, name, and folder as normal. 5. On Step 2 / Step 3 (Filters and Grouping), set the conditions and the GroupBy field that defines the funnel’s stages (e.g. Sales Stage, Stage of Treatment, Status).

6. On the Chart Type step, find and select Funnel Chart. It appears alongside the other chart types with its own thumbnail icon.

The chart preview at the bottom of the page redraws with the funnel rendering immediately.

1. Open a saved Funnel Chart Report.

2. Click Pin to Dashboard.

3. Pick the dashboard tab and confirm.

4. Open the dashboard — the Funnel Chart widget appears in the next available grid slot.

The same Chart Report wizard that builds Bar, Pie, Line, and Stacked charts also builds the Funnel:

● Source module — the records you want to count or sum (e.g. Leads, Intake Opportunities, Contacts).

● GroupBy field — the field that defines the funnel’s stages. Picklists are the obvious choice (Sales Stage, Status), but any non-numeric field that segments your records into a small set of categories will work.

● Data field + aggregation — what is being measured. Most commonly Record Count; can also be a sum or average of a numeric field.

● Filters — the report’s standard condition set scopes the funnel (e.g. date range, owner, brand).

● Ordering — the chart sorts the stages by value, descending, automatically. The largest stage is always at the top of the funnel; the smallest at the tip.

● Colours — the chart uses the standard amCharts palette. Each stage gets a distinct colour and the legend swatches match.

● Style — Normal vs Rounded is a viewer-side choice (see Section 5.1), not a saved property of the report.

Funnel order tip. If your business definition of the funnel does not match value-descending order — e.g. Negotiation legitimately has fewer records than Closed Won but should still sit above it — the Funnel Chart will not honour your custom order. Use a Vertical Bar chart with a manual sort instead.

Above the chart canvas, two small buttons appear: Normal and Rounded. They control the visual treatment of the funnel slices:

● Normal — straight-edged slices with classic trapezoid shapes. Connecting lines between stages are visible.

● Rounded — slices with subtly rounded corners and the connecting lines hidden. The labels are placed alongside the slices instead of inside.

Click either button to switch styles. The change is immediate and local to the viewer — it is not saved as part of the report definition, so two users viewing the same Funnel Chart can each have their preferred style. (The selection persists per session in that browser tab.)

Hover any segment to see:

● The category name (the value of the GroupBy field, translated into the user’s language for picklists).

● The count (or other aggregated value).

● The percentage of the segment relative to the total of all stages, to 2 decimal places.

Example tooltip: “Negotiation: 47 (18.65%)”.

Beneath the chart, the legend lists each stage with:

● A small colour swatch matching the slice colour on the chart.

● The category name.

● The percentage that stage represents (relative to the total of all stages).

Click a legend entry to toggle that stage off and on:

● Click once → the slice fades out on the chart, the legend entry dims to indicate the toggle state.

● Click again → the slice reappears, the legend entry returns to full opacity.

Use this to focus the funnel on a subset of stages — e.g. hide Closed Lost to see proportional flow only across the live pipeline.

Note. Toggling stages on the legend does not change the report’s underlying data or saved configuration — it only affects the current viewer’s view of the chart.

If your report’s data field is set up to link back to the underlying records (the standard “click-through” behaviour of any Chart Report), clicking a slice on the funnel opens that stage’s drill-through list in a new browser tab. The list shows the records that contribute to that segment’s count.

Stages whose underlying data field has no link configuration are non-clickable — hovering still works (tooltip + cursor stays default), but the click is a no-op.

The chart canvas has a fixed visible height (around 400 px) but the internal rendering grows with the number of stages — about 35 px per stage. When a funnel has more stages than the canvas can comfortably show:

● A vertical scroll bar appears inside the chart panel. Scroll inside the chart to see the rest of the stages.

● The chart’s scroll wheel events are captured locally so scrolling inside the chart does not also scroll the page behind it.

Source module Intake Opportunities

GroupBy Sales Stage

Data field Count of Opportunity ID

Filter Created Date = Last 90 Days Result Funnel descending by stage count — typically Prospect → Qualified → Proposal → Negotiation → Closed Won (or Closed Lost), each with count + percentage on hover.

Source module Leads

GroupBy Status

Data field Count of Lead ID

Filter Lead Source = Online Form, Date = This Quarter

Result Stages from New through

Converted to Patient; clicking

Converted drills into the list of

converted leads.

Source module Intake Opportunities

GroupBy Stage of Treatment (custom field, often cf_870)

Data field Record Count

Filter Status = Active

Result Visual breakdown of active

patients by treatment stage. Hide

the largest stage from the legend

to inspect the long-tail stages’

relative proportions.

Source module Documents

GroupBy Signature Status

Data field Record Count

Filter Created Date = This Month

Result Funnel of documents from Sent to Signed; click the Pending slice to

drill into the list of documents

waiting on signatures.

1. Reports → + Create Report → Chart Report.

2. Pick name, folder, source module.

3. Add any filter conditions that scope the funnel.

4. Pick the GroupBy field — this defines the funnel’s stages.

5. Pick the Data field + aggregation (Count is the most common).

6. On the chart-type step, pick Funnel Chart.

7. Preview the funnel; if it does not look right, go back and adjust the GroupBy or filters.

8. Save the report.

9. Optionally click Pin to Dashboard to add it to a dashboard tab.

You can pin the same Funnel Chart Report to multiple dashboard tabs. Each pinning is independent — different tabs can size and position the widget differently — but they all draw from the same saved report definition. Updating the report’s filters or grouping updates every pinned instance the next time those dashboards load.

1. Hover the chart’s toolbar — the Normal and Rounded buttons sit above the chart.

2. Click Rounded to switch.

3. The chart redraws immediately; the active button highlights.

4. Click Normal to switch back.

The choice persists in the current browser tab for the rest of the session. It is not saved on the report.

1. On the legend below the chart, click any stage entry to hide it.

2. The slice fades out; the legend entry dims.

3. Click again to restore.

Hidden stages are not removed from the underlying data — only from the current visual.

Funnel Chart is a grouped chart — the underlying SQL is the same as any other GroupBy-based chart in the CRM. For each value of the GroupBy field, the chart aggregates the data field (count, sum, average, min, or max) and gets one number per stage.

● The chart receives the resulting array of { category, value } pairs. ● It sorts them descending by value, so the largest is rendered at the top of the funnel.

● For each stage, it computes the percentage = value ÷ total × 100 and rounds to 2 decimals; this percentage is used in the tooltip and legend.

● The chart’s percentage is of the grand total of all visible stages. It is not “stage-to-stage drop-off” or “% relative to top of funnel” — for those metrics, build a separate calculated field.

The same filters and the user’s record-level sharing apply, just as for any other Chart Report. If the same filter set on a Vertical Bar chart returns 12 + 47 + 89 + 188 + 401 records across the stages, the Funnel Chart shows the same numbers — only the visual is different.

● Order is forced descending by value. The chart cannot enforce a business-defined funnel order if it conflicts with the value order. Use a Vertical Bar with manual sort if order is critical.

● Style is a viewer preference, not a saved property. Normal / Rounded is per-session per-tab. To enforce one style for every viewer, ask everyone to start with the same style.

● Percentage is share-of-total, not share-of-top. A 30% slice means that stage is 30% of all stages combined. If you need “% conversion from top stage”, build a calculated field (e.g. Conversion %) and visualise it on a separate chart.

● Legend toggles are local. Hiding a stage on the legend does not change the underlying report or the percentages shown on other open browser tabs.

● Single GroupBy. The Funnel Chart uses one GroupBy field. To slice the funnel by a second dimension (e.g. funnel per owner), build a separate funnel per owner or use a Stacked / Pivot chart.

● Drill-through requires the data field to be link-configured. If your data field is set up without click-through (e.g. an aggregate of a non-record field), clicking a slice is a no-op.

● Mobile. On mobile-sized viewports the funnel uses the same fixed-height scrollable canvas; very long funnels become scrollable within the widget. The toggle buttons remain accessible.

● Empty data. If the filter set produces zero rows, the chart shows the standard “No data” message instead of an empty funnel.

If a problem is not in this table, capture the report name, the chart configuration (GroupBy + filters), and a screenshot, and contact CRM support.

Q. How is Funnel Chart different from Vertical Bar? A Vertical Bar shows categories along the x-axis with bars of equal width and varying height — order is whatever you sort on. Funnel shows segments stacked vertically with widths proportional to value and order forced descending. Use Funnel when the narrowing visual story matters; use Vertical Bar when business order or close comparison of equal-magnitude categories matters.

Q. Can I make the funnel horizontal? Not in this release. The orientation is vertical.

Q. Can I save the Rounded style as the default for my organisation? Not in this release. Style is a viewer preference per browser tab and is not part of the report definition.

Q. Does the chart support more than one GroupBy field? No. To slice the funnel by another dimension, build multiple Funnel Charts (one per slice value) or use a Stacked / Pivot chart.

Q. Will the chart show drop-off percentages between stages? The tooltip and legend show share-of-total, not stage-to-stage drop-off. To express drop-off, derive a separate calculated field upstream.

Q. Can I change the colours? The chart uses the standard amCharts palette. There is no per-stage colour picker in this release.

Q. Can I export the Funnel Chart to PDF? Yes — when the chart lives on a dashboard, use the Export Dashboard PDF export (CRM-2595). The Funnel renders into the PDF

like any other widget. Note that the Rounded/Normal toggle is captured in whatever state it was in at the moment of export.

Q. Does the chart honour role-level data visibility? Yes. The underlying SQL is the same as any other Chart Report and the user’s record-level sharing applies.

Q. Does the Funnel Chart count or value-aggregate? Either, depending on what you pick as the data field. Record Count is most common; Sum, Average, Min, or Max of a numeric field also work.

Q. What’s the maximum number of stages? There is no hard limit, but the chart becomes hard to read past 10–12 stages. Use scrolling within the canvas if a funnel has many stages.

Q. The tooltip stays on screen after I move the cursor away. This is rare and usually fixable with a hard refresh. If it persists, capture a screenshot and contact support.

Q. Can I add labels showing the absolute count next to each slice? The default rendering puts the count inside the slice (in Normal style) or alongside (in Rounded style), and the tooltip always shows both count and percentage. There is no extra “always-on label” mode in this release.

● A new Funnel Chart type is available in the Reports module’s Chart Type selector.

● Each stage’s segment is drawn proportional to its value, sorted descending; tooltips show Category: count (percentage%).

● A Normal / Rounded style toggle lets the viewer switch the look without re-saving the report.

● A coloured legend below the chart shows percentages per stage; click an entry to hide that stage.

● Clicking a slice drills through to the underlying records when the report’s data field is link-configured.

● The chart canvas scales with the number of stages and is independently scrollable.

● The chart can be pinned to dashboards, respects the dashboard’s filters, and exports inside the dashboard PDF.

● Limitations: order forced by value (descending), percentage is share-of-total (not drop-off), style is per-session per-tab, single GroupBy.

End of guide — CRM-2578.