Skip to main content

Adding a Funnel Widget

Written by Sorcha McVeigh

How to add a Funnel Widget

Can I add a Funnel Widget to Hurree?

Yes, you can. Follow the steps below to add and customize a Funnel Widget on your Dashboard.

Step 1: Open your Dashboard

  • Go to the Dashboard where you want to add the Widget, then select Add Widget.

Step 2: Select Funnel

  • Choose Funnel from the list of Visualizations, then click Next.

Step 3: Select your Connector

  • Choose the Connector you want to create the Funnel Widget for.

Step 4: Select your datapoints

  • Choose up to five datapoints to include in your Funnel Widget. All selected datapoints must belong to the same category.

  • For each Datapoint, select the Entity (account) you want to pull data from. You can also select different accounts when using the same Connector.

Step 5: Configure your Widget

  • Give your Widget a name and customize how your Funnel is displayed.

  • You can also:

    • Select a different date range for each Datapoint.

    • Add a comparison date range to compare performance over time.

    • Choose your Funnel layout, either Vertical or Horizontal.

    • Format each Datapoint, such as displaying currency, percentages, or other supported number formats.

    • Select a Funnel theme from the available color options.

Step 6: Create your Widget

  • When you're happy with your configuration, click Create Widget.

  • Your Funnel Widget will now be displayed on your Dashboard.

Did this answer your question?