Purpose-fit chart selection
The AI can preserve stage order, calculate step conversion and drop-off, annotate the largest loss, and detect later-stage counts that exceed earlier stages.
Upload stage counts from a sales, marketing, recruiting, or operational process. ExcelDashboard AI can order the stages, calculate step and overall conversion, generate the funnel, and flag counts that do not follow the expected flow.
Generated chart
Funnel Chart Maker
Why it matters
Showing ordered stages in a process where each stage is normally a subset of the previous stage.
Avoid a funnel when stages are not sequential, entities can enter at different points without explanation, or counts come from inconsistent populations or periods.
Capabilities
The AI can preserve stage order, calculate step conversion and drop-off, annotate the largest loss, and detect later-stage counts that exceed earlier stages.
One ordered stage field and a count or value for the same cohort and time window, with rules for re-entry, duplication, and skipped stages.
Specify sums, averages, counts, rates, time intervals, and filters so the values behind the visual remain inspectable.
Refine titles, labels, colors, annotations, and chart type, then reuse the visual in a dashboard or report.
How it works
Start with Excel, CSV, or a table and confirm that headers, numeric values, categories, and dates were interpreted correctly.
One ordered stage field and a count or value for the same cohort and time window, with rules for re-entry, duplication, and skipped stages. Explain the audience and the question the chart should answer.
Check the values, labels, scale, and filters. Avoid a funnel when stages are not sequential, entities can enter at different points without explanation, or counts come from inconsistent populations or periods.
Common use cases
Track leads through qualification, opportunity, proposal, and closed-won stages.
Compare visits, sign-ups, activations, trials, and paid conversions for one cohort.
Show candidates moving through application, screen, interview, offer, and hire.
Example prompts
Frequently asked questions
It is a tool that turns supplied data into a funnel chart and lets you refine the visual without manually configuring every chart setting.
Showing ordered stages in a process where each stage is normally a subset of the previous stage.
One ordered stage field and a count or value for the same cohort and time window, with rules for re-entry, duplication, and skipped stages.
Avoid a funnel when stages are not sequential, entities can enter at different points without explanation, or counts come from inconsistent populations or periods.
Yes. Review the data mapping first, then adjust the chart type, titles, labels, colors, annotations, and surrounding report content.
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Upload a spreadsheet or describe the result you need. Build the first useful draft with AI, then review and refine it.