Working with a Funnel Chart widget

A funnel chart displays segmented values stacked vertically in a descending order and are usually part of a linear process. For example, you can use a funnel chart to display the potential revenue for each stage of the opportunity pipeline.

Note: 
  • For working with Welcome page funnel charts, see Configuring a Welcome page Charting widget.
  • Your security access determines the functions that are available. You can contact your administrator for modifying the access.

To define or modify the widget properties:

  1. Access the Dashboard or a widget panel.
  2. Select the layout for which the widget properties must be defined or modified.
    Note: You can add or modify widgets only to a layout that you created.
  3. Select Add Widget from the menu and select Funnel. The Add Widget window is displayed.
    Note: You can also click the Settings icon to modify the widget properties and the data source(s).
  4. Define or modify the properties for the widget. See Widget Settings.
  5. Add a data source for the widget. See Working with widgets data sources
  6. Click Save.