Creating a Bow Tie Chart
This guide will help you set up a Bow Tie Report in your reporting dashboard.
Step-by-Step Guide
Step 1: Navigate to the Reports section.
Step 2: Select Edit Reports to begin customizing.
Step 3: Click on Add Your Widget to include a new widget in your report.
Step 4: Choose Custom Widget from the widget options.
Step 5: Enter a Widget Name that clearly identifies this report.
Step 6: Set the widget type to Bow Tie Chart to create the specific report layout.
Step 7: Provide a Description for the widget, summarizing its purpose.
Step 8: Select the Date Range to specify the period for which the funnel data should be populated.
Step 9: Add Categories with relevant conditions for each stage in your funnel.
Step 10: Add additional Conditions as needed, and Drag and Drop them to arrange them above or below the breakpoint in the funnel.
Step 11: Click Save to complete your setup, and the Bow Tie Chart will automatically populate with the data.
By following these steps, you’ll have a customized Bow Tie Chart, giving you a visual representation of your funnel performance.