Using a funnel chart
To use a funnel chart:
-
Access
Opportunities by Sales
Potential:
Use a funnel chart to show potential revenue of opportunities in the pipeline for each level of revenue.
- Right-click a Dashboard tab and select Add Content.
- Click Add for Funnel Chart.
- Specify a Title for the funnel chart, for example Open Opportunities by Sales Potential.
- Select Opportunity in the Entity field.
- Select All Open in the Group list field.
- Select Stage in the Dimension field.
- Select Sum Sales Potential in the Metric field.
- Set the values for Display Labels, Truncate Labels fields and specify the length of the label in Label Length field.
-
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.
-
Access
Opportunities by
Stage:
Use a funnel chart to see how many opportunities are in each stage of the opportunity pipeline.
- Right-click a Dashboard tab and click Add Content.
- Click Add for Funnel Chart.
- Specify a Title for the funnel chart, for example My Opportunities by Stage.
- Select Opportunity in the Entity field.
- Select All Opportunities in the Group field.
- Select Stage in the Dimension field.
- Select Count Opportunities in the Metric field.
- Set the values for Display Labels, Truncate Labels fields and specify the length of the label in Label Length field.
-
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.