Pies, Doughnuts, and Funnels

Pie, doughnut, and funnel charts are commonly used to visualize proportions and process flows in business data. Pie and doughnut charts represent categories as parts of a whole, helping you compare contributions at a glance—such as sales by region or product mix.

Funnel charts show data moving through sequential stages—such as in a sales pipeline or lead conversion process. Each segment represents the count or value at a stage, helping you identify drop-off points and analyze process efficiency.

Use these charts to highlight breakdowns, bottlenecks, and category shares so stakeholders can quickly spot differences and act on trends.

Example use cases

example

• Market share by region: Use a pie or doughnut chart to show each region’s contribution to total sales.
• Lead conversion funnel: Use a funnel chart to show how leads move through each stage of a sales pipeline.
• Expense allocation: Compare how cost categories contribute to your overall budget.

Types

	Chart	Description
	Pie	Shows each category as a slice of a circle. Best for comparing a few parts of a whole.
	Doughnut	Displays categories as circular segments with a blank center. Useful for showing proportions while leaving space for additional labels or totals.
	Funnel	Displays values across process stages, showing drop-offs or bottlenecks visually.

Create a pie, funnel, or doughnuts

1. Select Data Models and Views from the navigation panel.
2. Right-click the data model you want to use and select New View from the context menu.
3. In the Select a View dialog, choose between Pie, Funnel, or Doughnut from the Pie category.
4. Enter a Name for the view. To assign names in other languages, select the translation icon next to the text box.
5. Select the fields you want to include for each section.
6. (Optional) Toggle Sample Mode to preview the data using a sample dataset.
7. Click Confirm. The new view opens with your initial settings.
8. Customize the view by using the view organizer, content area, and Toolbar.
9. In the Toolbar panel, select Save or Save As to save your changes.

Pie, Doughnut, and Funnel settings

Setting	Description
Name	Enter a descriptive name for the worksheet. Select the translation icon to add labels for different languages—ideal for multilingual environments.
Sample Mode	Enable to open the worksheet in sample mode.
Define the Levels to be Used in Drill Down	Select which fields support drill-down functionality in the view.
Slice size is calculated from	Select the field that determines the size of each slice or funnel segment—typically a metric like sales, count, or percentage.