Using a funnel chart

To use a funnel chart:

  1. Access 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. Select Opportunity in the Entity field.
    5. Select All Open in the Group list field.
    6. Select Stage in the Dimension field.
    7. Select Sum Sales Potential in the Metric field.
    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. Access 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. Select Opportunity in the Entity field.
    5. Select All Opportunities in the Group field.
    6. Select Stage in the Dimension field.
    7. Select Count Opportunities in the Metric field.
    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.