Use a funnel chart when you have multiple groupings in an
ordered set and want to show the proportions among them.
Required Editions
| Available in: Salesforce Classic
and Lightning Experience |
| Available in: Group, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
For example, to see the amount of opportunities in each stage in a report, set amount for
Values and stage for Segments. Since the
Opportunity: Stage field is an ordered picklist, the stages are sorted
in the same order as the picklist, with each segment representing the amount for that stage.
Funnel charts are useful for showing the flow of opportunities through the stages; a
substantially larger segment may indicate a bottle-neck at that stage.
Select Show Labels, Show Values, or Show
Segment % to include that information on the chart.
