Articles on: Reports

How to create Deals Funnel report?

Visualization:






Steps:



Choose “Deal Phases Info” Explore.
Choose “Phase” view, and choose “Name”.
In the “Custom Fields” section of the Field Picker pane, click on “Add”, and choose “Custom Measure”.
Create a custom measure “Num of Deals” as below. This measure will calculate the number of deals that had been or are currently on a specific phase.



Click on Run button to run the query.
In the Visualization pane, choose “Funnel” as the chart type.

Updated on: 31/03/2023

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