funnel chart

Hi PANNEER ,

Try below steps.

1. Create a Stage table (for sorting & consistency)

In Power BI Desktop:

Go to Modeling ➜ New table

Paste this DAX:

Stage =

DATATABLE (

    "StageKey", INTEGER,

    "StageName", STRING,

    "SortOrder", INTEGER,

    {

        { 1, "Prospecting", 1 },

        { 2, "Qualification", 2 },

        { 3, "Offer & Negotiation", 3 },

        { 4, "Booking", 4 },

        { 5, "Closing", 5

}

    }

)

In Data view, select the Stage table.

Select StageName column → Column tools ➜ Sort by Column ➜ SortOrder

2. Map each record to a Stage (calculated column)

Now we need a column in your main table (call it Opportunities for example) that says which stage each row is in based on your rules:

Prospecting – Draft lead

Qualification – Qualified lead

Offer & Negotiation – Quotation sent

Booking – Reservation created from quotation

Closing – Agreement created

In Modeling ➜ New column on your main table:

StageName =

VAR HasAgreement = NOT ISBLANK ( Opportunities[AgreementDate] ) // or status/flag

VAR HasBooking = NOT ISBLANK ( Opportunities[ReservationDate] ) // or status/flag

VAR HasQuotation = NOT ISBLANK ( Opportunities[QuotationDate] ) // or status/flag

VAR IsQualified = Opportunities[LeadStatus] = "Qualified"

VAR IsDraft = Opportunities[LeadStatus] = "Draft"

RETURN

SWITCH (

    TRUE (),

    HasAgreement, "Closing",

    HasBooking, "Booking",

    HasQuotation, "Offer & Negotiation",

    IsQualified, "Qualification",

    IsDraft, "Prospecting",

    BLANK() // or "Unknown"

)

3. Connect Stage table to your data

Go to Model view.

Drag from Stage[StageName] → Opportunities[StageName] to create a relationship

Cardinality: Many-to-one (Opportunities → Stage)

Cross filter: Single is fine.

Now your model knows which stage each opportunity belongs to, and you have a clean stage dimension for ordering.

 4. Create a measure for funnel values

You usually want to count leads/opportunities per stage.

In Modeling ➜ New measure:

Leads Count =

DISTINCTCOUNT ( Opportunities[LeadID] ) -- or OpportunityID / CustomerID

5. Build the funnel chart

Go to Report view.

Insert a Funnel visual.

In the Fields pane:

Category → Stage[StageName]

Values → [Leads Count]

Make sure the funnel is sorted by Stage[SortOrder]:

Click the … on the visual → Sort by StageName

Then in the dropdown choose Sort by SortOrder (if available), or sort your StageName alphabetically to match the SortOrder if needed.

If my response as resolved your issue please mark it as solution and give kudos.