---
schema_version: "1"
id: e4ead3c301e5a208df4c4bc7f94853687d5176e58cd1cc03722168fa01764b82
title: Data Settings for Dashboard Funnel Chart Components
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/dashboards_component_funnel_chart_data_settings.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.dashboards_component_funnel_chart_data_settings.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 91723651c014ce0b4c9f761334332a5aad79860d47545b3f40fd1cd34a80b3c6
description: Funnel charts are useful for showing the flow of opportunities through stages.
products:
  - Cross Cloud
release: "264"
---
# Data Settings for Dashboard Funnel Chart Components

Funnel charts are useful for showing the flow of opportunities through stages.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Group</strong> (View Only), <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d64934e77">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d64934e77 ">To create dashboards:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d64934e77 ">Run Reports AND Create and Customize Dashboards</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d64934e77 ">To edit and delete dashboards that you created:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d64934e77 ">Run Reports AND Create and Customize Dashboards</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d64934e77 ">To edit and delete dashboards that you created in public folders:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d64934e77 ">Edit My Dashboards</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d64934e77 ">To edit and delete dashboards that you didn’t create in public folders:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d64934e77 ">Manage Dashboards in Public Folders</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d64934e77 ">To create, edit, and delete dynamic dashboards:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d64934e77 ">Manage Dynamic Dashboards</td>

        </tr>
      </tbody>
    </table>

Choose what values to display on the axes of your chart. Depending on the chart type, axis values can be record count, summary fields, or groupings defined in the report.

 
| Setting | Description |
| --- | --- |
| Display Units | Choose a scale for displaying your chart values. For table components, this setting applies only to the first column. For best results, choose **Auto** to let Salesforce select appropriate units. |
| Drill Down to | Select where users go when they click a dashboard component: the full source report for the dashboard component; the source report filtered by the group, X-axis value, or legend entry they clicked; the detail page for a chart or table element, axis value, or legend entry; or a URL that you specify. (You can't use URLs that begin with “mailto:” or “javascript:”.) Filtered and record detail page drill-down are disabled when viewing dashboard charts with more than 200 values. |
| Values | Choose what to display as values for your pie chart, donut chart, funnel chart, gauge, or metric. To use the second grouping or summary field defined in the source report’s chart, select **Auto**. When the source report has a chart, Auto picks the values used by the chart. In gauges and metrics, Auto shows the value of the first summary field. |
| Segments | Choose what to display as segments for your funnel chart. To use the second grouping or summary field defined in the source report’s chart, select **Auto**. When the source report has a chart, Auto picks the values used by the chart. |

#### See Also

- [Formatting Settings for Funnel Dashboard Components](https://help.salesforce.com/s/articleView?id=analytics.dashboards_component_funnel_chart_format_settings.htm&release=264.0.0&type=5 "Use color to show the status of a value through stages in a funnel chart.")