Funnel type indicators show values in gradually decreasing proportions. In this type of charts the data is shown as a value for each stage.
To the shared properties by all the indicators are added those specific to funnels.
This chart type is incorporated besides from the stages modeling to identify each represented value and define its location.
Properties
Legend
Indicates the entry of data series description.
If this property is selected, also indicate:
Position
Select above, below, left, right.
Justify
If above or below position is selected, it allows to justify right, center or left.
If right or left position is selected, the legend is displayed top right or left as indicated.
Distributed
Indicates whether the series are grouped or interleaved.
Labels
Allows to indicate whether the labels corresponding to the data series are displayed.
Filler
Allows to highlight the area of data series in a gradient or solid way.
Total
Indicates whether or not the total of all series is displayed.
Stem Stages
Indicates the number of stages or bars that are displayed in the stem of the funnel.
If this property is zero the stages are part of the funnel and it does not have a stem.
Example of Use
In this funnel indicator the estimated total amount of CRM opportunities grouped by Sales stage is displayed, during a selected period and for the users indicated in the filter.
The source code to model this chart is detailed.
Steps of the Modeling Wizard
The "Opportunity" form is selected from which the data displayed in the chart is taken. And the order of the stages of the Funnel is defined.
First the “SalesStage” field of the form visualized on each funnel stage is indicated. And finally the function "sum(TotalEstimatedAmount)" is used to determine the total amount estimated for each stage.
In this step, the names of the fields must be used without the "description()" function, despite being values lists.
The condition to display all opportunities is added, excluding the stages with numerical code “5” and “7” and descriptive text “Lost” and “Stand-By”.
Grouping the results by the same form fields that were modeled in step 2 is defined.
In this step, the names of fields must be used without the "description()" function, despite being value lists.
Step 5 reporting that all steps are met is completed .
