Funnel encodes values as width (or area) of successive stages. Sales-management language of the mid-20th century; later CRM dashboards.
In reports, ads and assignments it fits ordered drop-off: leads, checkouts, applications. Skip it when stages are not nested subsets of the same population.
Work
- Work 1 — PowerPoint weekly: Funnel for ordered drop-off: leads, checkouts, applications.
- Work 2 — One Funnel on a quarterly bridge or KPI tile — not four.
- Work 3 — Build in Excel or Google Sheets, export SVG/PDF rather than a screenshot.
Ads
- Ads 1 — Meta, Google and retail print: one number, one shape, one arrow.
- Ads 2 — Keep callouts inside safe zones. No type in cropped corners.
- Ads 3 — If Funnel will not fit a banner, keep the number and show the chart on the landing page.
School
- School 1 — lab reports and poster boards: does Funnel answer the rubric?
- School 2 — Axis names, units, a source line. Markers read them.
- School 3 — Start with a mind map if you must; submit a figure that reads like Funnel.
Steps
- Steps 1 — Write the claim in one sentence.
- Steps 2 — Check that Funnel fits the claim. If not, switch.stages are not nested subsets of the same population
- Steps 3 — Draw it flat in Excel or Google Sheets or PowerPoint.
- Steps 4 — Direct labels, faint grid, claim-title.
- Steps 5 — Check greyscale and a color-blind simulator.
- Steps 6 — Add source, period, units; export SVG/PDF.
Funnel: honour width (or area) of successive stages, and switch when stages are not nested subsets of the same population.