Using a Funnel Chart

To use a funnel chart:

  1. Open Opportunities by Sales Potential.
    Use a funnel chart to show potential revenue of opportunities in the pipeline for each level of revenue.
    1. Right-click a Dashboard tab and select Add Content.
    2. Click Add for Funnel Chart.
    3. Specify a Title for the funnel chart, for example Open Opportunities by Sales Potential.
    4. In the Entity field, select Opportunity.
    5. In the Group list field, select All Open.
    6. In the Dimension field, select Stage.
    7. In the Metric field, select Sum Sales Potential.
    8. Set the values for Display Labels, Truncate Labels fields and specify the length of the label in Label Length field.
    9. Click OK
      A range of sales potential amounts displays with each sales potential range represented as a different colored level. The size of each level represents the number of opportunities within a particular sales potential range.
  2. Open Opportunities by Stage
    Use a funnel chart to see how many opportunities are in each stage of the opportunity pipeline.
    1. Right-click a Dashboard tab and click Add Content.
    2. Click Add for Funnel Chart.
    3. Specify a Title for the funnel chart, for example My Opportunities by Stage.
    4. In the Entity field, select Opportunity.
    5. In the Group field, select All Opportunities.
    6. In the Dimension field, select Stage.
    7. In the Metric field, select Count Opportunities.
    8. Set the values for Display Labels, Truncate Labels fields and specify the length of the label in Label Length field.
    9. Click OK
      Each Stage is represented in order of the process as a different colored level. The size of each level represents the number of opportunities in a particular stage.