Learn how to add a funnel chart to an existing Salesforce dashboard and adjust the chart's settings.
- [Instructor] A funnel chart is good for multiple groupings…in an ordered set, showing the proportions between them.…The term sales funnel is popular among marketing…and sales professionals,…and it's used to show sales opportunity phases.…Let's use a funnel chart to display…our opportunity pipeline stages.…First, we're starting at the Home tab,…then we'll head over to the App Finder…here on the left-hand side.…We'll click on Dashboards,…then we'll click on the Company Insights dashboard.…Now from here, we'll go ahead and click Edit,…and then we'll add a new component.…
So, we'll first, we'll add a funnel chart…to display our opportunities pipeline stages.…So, let's go ahead and click on the Component option.…We'll add the component here,…and then we'll select the underlying report…that we'll be using.…Here's the report right here,…and then we'll click select.…Now, we need to select the Funnel Chart option…which is right here, and we'll click on that.…Let's scroll down a little bit here.…Now, we'll uncheck the Show Values option…
Released
10/17/2017- Capturing quality data
- Working with dashboard folders
- Selecting different chart types
- Using dashboard filters
- Limiting data visibility with the Salesforce role hierarchy
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Video: Funnel charts