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Data Settings for Dashboard Funnel Chart Components
Funnel charts are useful for showing the flow of opportunities through stages.
Required Editions
| Available in: Salesforce Classic |
| Available in: Group (View Only), Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create dashboards: | Run Reports AND Create and Customize Dashboards |
| To edit and delete dashboards that you created: | Run Reports AND Create and Customize Dashboards |
| To edit and delete dashboards that you created in public folders: | Edit My Dashboards |
| To edit and delete dashboards that you didn’t create in public folders: | Manage Dashboards in Public Folders |
| To create, edit, and delete dynamic dashboards: | Manage Dynamic Dashboards |
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. |
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