Funnel Board View
This view visualises number of items in Statuses. It uses order of Statuses to determine which Statuses must have been visited to reach the current one.
For example, given 3 Statuses and numbers of items in each of them as of now:
- Todo: 1 item
- Doing: 1 item
- Done: 3 items
the resulting Funnel would show following numbers:
- Todo: 5 items (3 items in Done and 1 item in Doing must have gone through Todo)
- Doing: 4 items (3 items in Done must have gone through Doing)
- Done: 3 items
Note nodes are scaled relative to the count of items.
Configuring your process
Process is defined by Statuses from selected Status Column. To customise it:
- Select Status Column in View Settings
- Reorder Statuses if the default order is not correct by dragging and dropping. Click reset order to restore default order.
- Enable or disable Statuses you're interested in by clicking Status labels
Disabling statuses may create incomplete funnel, i.e. not all items are included in all the remaining selected Statues. In such case, graph will show special node on the left called All Items and showing number of all items. Warning will show how many items are not included in selected statuses.
In case you want to visualise other properties of your items instead of count of items, you can choose Weight Column.
Weight Column can be any Numerical or Formula column (if it produces a number as a result). You can read more about column types in monday.com documentation.
Nodes will be scaled relative to the value of sum of all weights. This may produce difficult to read graphs in case of ratio of smallest to largest value being very high. Read on to learn how to prevent this.
Select any node by clicking it to see values of Weights as well as assumed history of Statuses for each item.
Visualising large graphs
If there is large number of items or weights vary wildly, you may end up with a difficult to read graph with very high and small nodes:
In that case you can use Max height of nodes View Setting to scale back the largest nodes. Node sizes will be relatively bigger or smaller, but relative sizes won't be accurate. E.g. node with weight 1000 will be bigger than node with weight 10, but it won't be 100 times bigger.
If any node has been rescaled, a warning visible in the below figure will show: "Nodes may be rescaled and not show actual weight ratio.".
More details for nodes
To show number of items dropping out at each stage of you process, use Show dropped out items View Setting.
Hovering over any node shows tooltip with details of percentage of items (or weights) in this stage relative to total number (or weight) of items.
Tooltip also show number (weight) of nodes which dropped out and progressed to the next Status, relative to the number (weight) or items in this node.
This view respects global filters for boards. Changing the filter will automatically recalculate and redraw the graph only for selected items.