Create a funnel visualization

  • Release version: Australia
  • Updated June 11, 2026
  • 2 minutes to read

    • A funnel visualization shows how data progresses through sequential stages, helping you identify drop-offs or bottlenecks at each step. Use it to track conversions, workflows, or process completion rates. You can add a funnel visualization to an existing dashboard or to a new dashboard.

    Before you begin

    Role required: report_user, admin, or viz_creator

    Ensure you have an admin role or permission from the dashboard owner to edit the dashboard.

    About this task

    If you have the appropriate role, you can add and edit funnel reports on a dashboard. The Edit button is not available on the ITOM dashboards unless the user has rights to edit it. For more details on creating dashboards, see Common dashboard tasks in the in-line editor.

    Procedure

    1. Navigate to Workspaces > Service Operations Workspace and select the AIOps Dashboards icon (AIOps Dashboards icon.).
    2. From the Dashboard picker, select AIOps 360 overview.
      AIOps 360 overview dashboard
    3. Select Edit to put dashboard in the edit mode.
      Option to add or edit funnel
    4. From the Add new element drop-down menu, select Data visualization.
      Data visualization option
    5. In the Add Visualization window, select New visualization.
      New visualization creation option
    6. From the Visualization type field, select Funnel.

      Funnel data visualization option

      Note:
      The Funnel visualization type is currently available only to customers who have the ITOM plugin installed.
    7. Under Data sources, select + Add data source.
      There are two kinds of data sources avail for the Funnel visualization type: Table and Indicator. Visualizations based on table data show a snapshot of the state of that data. Indicator visualizations reflect data over time based on data collection jobs. You can configure funnel stages using indicators in one of the following ways:

      You can configure funnel stages using indicators in one of the following ways:

      • Option 1: Use a single indicator or table with a breakdown
        Select a single indicator or table, and then define the breakdown using the Group by field. The breakdown values are used as the funnel stages.
        Note:
        If you select only one indicator without a breakdown, the visualization displays an error: Invalid configuration. A 'Group By' must be selected for the visualization to render.
      • Option 2: Use multiple indicators without a breakdown

        Select multiple indicators without setting a breakdown. In this case, each indicator's value represents a stage in the funnel.

        Data sources for funnel data visualization

    8. Select the required data source and select Add this source.
      When you select a table or indicator data source for a funnel visualization, refer to the following topics for the available data configuration options:
    9. Select Save.