wtips: funnel charts
TRANSCRIPT
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wTips:Funnel Charts
W-Systems, June 2015
© W-Systems Corp. www.w-systems.com
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Funnel Charts—Sales Opportunities
Section 1
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Funnel Charts—For Sales
Funnel Charts have traditionally been used to represent progress in the sales process.The funnel chart below shows a common use, opportunities sorted by the opportunity stage
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Funnel Charts—For Sales
Funnel Charts can be created for any of the three report types that allow charts:
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Funnel Charts—For Sales
The Sections of the funnel are determined by the values of the “Define Group By” selection:
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Funnel Charts—Section Order
Sales Stage DropDown Values are used to create the sections of the funnel.Note that the order of the DropDown Values, determines the Order of the Funnel Sections
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Funnel Charts—Section Order
**NOTE: Changing the Order of the DropDown Fields, changes the Order of the Funnel Stages
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Funnel Charts—For Service
Funnel Charts can be useful for other types of data.For example, Cases can be well-represented by a funnel chart
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Funnel Charts—For Marketing
Lead Funnel Report
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Funnel Charts—Non Dropdown
If a “Define Group” selection is set for a field that is NOT a DropDown field, then the sections are sorted in ascending order, from the top of the funnel to bottom.
This chart uses an “Integer” field as the “Define Group” selection
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Funnel Reports—Summary
Funnel Charts can be used as a option on any report that allows charts:
SummationSummation Report with DetailsMatrix Report
Funnel Charts are guided by the “Define Group By” selectionAlthough Funnel Charts can use any variable as a “Define Group By” selection, DropDown fields generally provide the most informative Funnel Charts