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Analyze Your Data
Funnel Charts

Funnel Charts

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
Funnel chart icon

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.

 
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