Build DashboardsVisual types
Funnel
Composition · Stage-to-stage conversion
Added from Insert on the editor’s rail; configure it in Card settings, in its Data and Format tabs.
When to use it
Section titled “When to use it”Ordered stages narrowing to the end — pipelines, signup flows, checkout steps. The visual is the drop-off story.
Field wells
Section titled “Field wells”| Well | Accepts | Notes |
|---|---|---|
| Category | dimension | the stages, in order |
| Value | measure | |
| Color | dimension |
Click a field in the Fields list, or drop it on the chart, and it goes to the well that fits it — see where a field goes. To choose the well yourself, drop the field on it or use its + Add field.
Measure wells carry a quick-calc dropdown (running total, YoY %, % of total, …); SquareX measures are listed with the fields, under Measures.
- Stages need a natural order; the funnel doesn’t invent one for you.