Usually represents the stages in a process, with the intention of showing how each of the stages is performing. With this idea in mind, it could also help you identify potential problem areas in the process. The most used case for this chart type is to show the potential revenue available in each stage of the sales process.
Usage Example
Create a funnel widget to visualize your Opportunities by stage. You will be able to let with a single glance at it if your sales process is healthy if its shape resembles a 'V'.
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Funnel Configuration |
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View |
Select the view you want to use as the base for your widget. |
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Widget |
Funnel |
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Field |
Defaults to Count. If a field is selected then the calculation will be a sum. |
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Title |
Optional. The title will be placed at the top of the widget. |
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Labels |
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Show Labels |
When enabled it will show the name of data in the Vertical Axis. |
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Show Legend |
When enabled includes the color code with values of the field used to group the data. It is displayed at the bottom of the widget. |
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Format |
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Default Format |
When disabled, overrides the default format. |
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Show Values |
When enabled it shows the total of days inside each section of the widget, and not just on hover over. |
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Number Prefix |
Add a prefix to the numbers in the widget, from letters to symbols. |
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Format Large Values |
When enabled, large values are condensed. For example, the value $25,000,000 will be formatted as $25M |
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Show % Values |
Replaces the count or sum values for their corresponding percentage. |