Articles on: Reports

How to create Deals Funnel report?



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

Was this article helpful?

Share your feedback


Thank you!