IN THIS ARTICLE

    IN THIS ARTICLE

      Funnel Chart

      This comprehensive guide will cover everything about Funnel Charts in Mokkup.

      When to Use?

      A funnel chart shows data progression. It illustrates lead-to-customer conversion, marketing campaign success, and sales process effectiveness.

      A Funnel Chart is beneficial when:

      • To visualize the conversion of leads into customers: A funnel graphic helps illustrate lead-to-customer conversion. The funnel chart shows the steps of the conversion process.
      • To show the success of a marketing campaign: A funnel chart can also demonstrate marketing campaign success. The funnel chart shows the campaign's stages.
      • Sales process effectiveness measurement: Sales process efficacy can be measured with a funnel chart. The funnel chart steps indicate sales process stages.
      • To identify bottlenecks: Funnel charts can also indicate process bottlenecks. For instance, a funnel chart can reveal the sales process stage where most prospects are lost.

      How to Create?

      Creating a New Project:

      • Click on ‘Create new’ from the home page
      • Setup the project by filling in the name and choosing the frame size
      • Drag & Drop the funnel chart on to the canvas or click on it to add from the left menu
      • Resize it on the canvas and place in the desired location
      • Edit it from the customize element menu which opens on element selection

      Using a Mokkup Template

      • Choose a template from the template library and click ‘Use Template’
      • Select the funnel chart that needs modification
      • Resize it on the canvas and place in the desired location
      • Edit it from the customize element menu which opens on element selection

      Tip: Mokkup elements have multiple variations that can be accessed by double-clicking on the element or clicking Variation in the customize element menu.

      How to Customize?

      Mokkup allows various customization options for all elements. These customization options are present in the menu on the left side. The edit options are broken into 2 sections - Data and Customize. 

      Data

      Anything related to the data populated in the chart or the chart type can be found here.

      1. Edit Data

      • Add, remove, or modify the pre-built dataset for the chart here
      • Click ‘+’ below the dataset table to add more values to the X-Axis. Once a new row is added to the dataset, edit the values, and the chart will reflect the same. Click on ‘-’ to remove any additional dataset rows.

      Customize

      This is the default tab that opens when an element is selected. All element customizations can be done in this tab. Each sub-section will be explained below.

      1. Details

      Edit the basic chart details here

      Title
      • Change the title of the chart here. Toggle off if not needed.
      Alignment
      • Adjust the title alignment to either left, center, or right of the element.

       2. Properties

      Contains all the settings that play a role in the aesthetics of the chart.

      Text Labels
      • Add/remove text labels to the chart by toggling on/off
      • Adjust the position to outside or inside the funnel by clicking the arrow symbols
      Data Labels
      • Add/remove data labels to the chart by toggling on/off

      3. Add Ons

      Contains additional elements that can be added to the chart.

      Buttons
      • Toggle on/off to add/remove buttons in the chart.
      • Add multiple buttons by clicking ‘Add Button’.
      • Adjust their alignment to either left, center, or right of the element using ‘Alignment’.
      • Edit the button's content by clicking on ‘Title 1’ text in this menu.
      • Delete any button by clicking the ‘trash’ icon near the name of the button.
      Dropdowns
      • Toggle on or off to add or remove dropdowns in the chart
      • Adjust their alignment to either the left, center, or right of the element using ‘Alignment’
      • Add dropdowns by clicking the ‘+’ icon
      • Reorder them by clicking the ‘Settings’ icon
      • Delete them by clicking the ‘Trash’ icon
      • The title can be edited in the ‘Edit Text’ field, and values can be added by entering values in the ‘Add Values’ field
      KPIs
      • Toggle on or off to add or remove KPIs from the chart. 
      • Add KPIs by clicking the ‘+’ icon
      • Reorder them by clicking the ‘Arrow’ icon
      • Delete them by clicking the ‘Trash’ icon. 
      • Adjust their alignment to either the left, center, or right of the element using ‘Alignment’. 
      • The title can be edited in the ‘Edit Text’ field, and values can be edited in the ‘Measured Value’ and ‘Percentage Change’ fields.

      Tip: Some add-ons cannot be used together in an element. For example, turning on the Buttons toggle will automatically switch off Dropdown, and vice versa.

      4. Variation

      • This button opens the 'Choose Style' pop-up. 
      • Choose an alternative design for the element. 
      • Can also access the pop-up by double-clicking on any selected element.
      • Using the above-described customization methods, it is also possible to create various element variants.

      5. Theme & Customizations

      Click the 'Theme & Customization' icon in the floating toolbar on top of the element (or open it by scrolling down the left side menu) to style this funnel chart on its own, without changing the rest of the dashboard.

      • Element Color Theme

      Pre-fills this chart's title, funnel segments, text labels, and data labels from the project's Primary, Secondary, and Tertiary palettes. Then let you edit any swatch or hex code to override the colors for this chart alone. There's no theme gallery at this level; changes apply immediately, and 'Reset to Default' brings it back in line with the project theme. See Mokkup Themes for more.

      • Element Text Theme

      Style the chart's Title, Text Labels, and Data Labels, and, when toggled on, the Buttons, Dropdowns, and KPI (Title, Measured Value, Compared Value, Percentage Change, Others) add-ons, each with its own Font, Size, Style (Bold/Italic/Underline), Alignment, and Color, plus 'Reset to Default'. See Text Themes for the full list.

      • Element Effects Theme

      Rounded Corners, Padding (set independently for the inner spacing's Left/Top/Right/Bottom sides, plus an overall outer padding), Element Color, Drop Shadow, and Stroke. See Effects Theme for details.

      • Not available on this element:

        • The Buttons add-on doesn't have a background-color option yet (Dropdowns and KPI 'added value' fields do).

        • A KPI's Percentage Change indicator keeps its green/red color tied to whether the change is positive or negative, so it can't be manually recolored.

      Note: Whichever change you make most recently is the one that sticks. For example, if you customize an element's effects and then apply a new project-level Effects Theme, the project theme overrides that element's custom styling, and the reverse holds true too.

      This was an in-depth introduction to using and editing a Mokkup funnel chart. For additional inquiries, please ask our Chatbot or contact support.

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