Working with a Dashboard 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.

To define or modify the widget properties:

  1. Click Dashboard on the Navigation Bar.
  2. Select the tab for which the widget properties must be defined or modified.
    Note: You can add or modify widgets only to a dashboard that you created.
  3. Select Add Widget from the Dashboard menu and select Funnel. The Add Widget window is displayed.
    Note: You can also click Edit 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 Dashboard data sources
  6. Click Save.