---
title: "Create a funnel chart"
slug: "creating-a-funnel-chart"
updated: 2026-06-01T21:05:53Z
published: 2026-06-01T21:05:53Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a funnel chart

Use a funnel chart to display progress through any process, for example, a project development cycle or a sales pipeline.

This funnel chart shows sales opportunities by stage, from prospecting to closed/won.

![Funnel chart showing sales opportunities by stage, from prospecting to closed/won](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4572815857556.png)

Like all Quickbase charts, funnel charts are interactive; select a segment of the funnel to view the record(s) associated with it. You can also apply [dynamic filters](/v1/docs/use-dynamic-filters-on-legacy-table-reports) to funnel charts.

Tip: This funnel displays with 3D-shading. App managers can enable 3D shading for all charts, instead of the default presentation for charts. To enable 3D shading, select **Branding** on the App Settings page and then select **Display 3D shading on charts**.

![Funnel chart with 3D shading enabled, showing sales opportunities by stage](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4572801121556.png)

To print your chart or save it as an image, select the menu in the top right of the chart: ![Chart options menu with options to print or save as image](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/28604984564372.png)

### Create a funnel chart

1. Open the table in the table bar, select **Reports** and then select **+ New**.
2. Select **Chart** and select **Create**.
3. In the Basics section, **Name** your chart. This name displays above the funnel chart.
4. Add a **Description**. Tip: Select **Show description on chart page**so others can easily understand the purpose of your chart.
5. Select **Funnel** as the chart **Type**.
6. In the **Funnel grouping** list, select the field that represents segments of the funnel, for example, the *Project Stage* column.
7. Select grouping and display options.

In the **Data values** list, select the field you want to measure within the funnel.

1. If you selected to measure a *Calculated column*, select [define a calculated column](/v1/docs/using-a-report-formula), label it, define the formula, and select the type.
2. [Filter](/v1/docs/filter-records) to display only certain types of data or data that meets conditions you set.
3. Save the chart as Personal (only you can view it) or Common (others can view it). Optionally, you can also [assign the report to a group](/v1/docs/organize-reports).

Tip: If you choose a Text - Multiple-choice field as the **Funnel grouping** field, the sections of the funnel are sorted according to the order defined in the multiple choice field (alphabetical or in order in which they are listed in the field definition.)

## Define a calculated column to display in the chart

You have to make a report formula and then its name appears in the list of available fields. Before the report formula: ![Report formula input field showing available fields and functions dropdown](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/28604976339220.png)

After the report formula has been created: ![Field list showing the new report formula available as a measurable field in the chart](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/28604984583828.png)

### Example

The funnel chart above shows the number of sales opportunities by stage, from prospecting to closed/won.

The funnel is defined as follows:

- It is grouped by the *Stage* field. Each of the stages in the sales cycles makes up a segment of the funnel.
- The funnel measures the *# of Opportunities* are in each stage of the sales cycle.
- It displays both the name and number of opportunities in each stage of the funnel (values displayed as *Value and Name*).

![Funnel chart showing number of opportunities by sales stage, with segment labels and counts](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4572793782292.png)