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            Create a Funnel Chart to Show Value Drop-Offs Across Stages

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            Create a Funnel Chart to Show Value Drop-Offs Across Stages

            In Tableau Next, you can quickly surface patterns as your data moves through a process or workflow with funnel charts. Compare conversion from one stage to the next and spot bottlenecks in business operations to prioritize areas for improvement and efficiency gains. For example, analyze how opportunities move through your sales stages in a funnel chart to pinpoint the stages where opportunities need attention first.

            Required Editions

            View supported editions.
            User Permissions Needed
            To create Tableau Next visualizations: Tableau Unmetered Platform Analyst or Tableau Next Platform Analyst permission set
            1. From the Suggest pane in your visualization, click the Funnel chart thumbnail in the Suggest pane thumbnail.
              The Suggest pane shows you the minimum required fields for the chart type: one measure and one dimension. It also shows the effects that Tableau Next applies automatically to this chart type.
            2. Double-click or drag a measure field, such as Count of Opportunities, onto Columns.
            3. To show opportunities by stage, double-click or drag Opportunity Stage onto Rows.
            4. To sort stages by value in descending order, click Tableau Next Widget toolbar descending order option in the widget toolbar.
            5. Drag the same dimension onto the Color encoding to differentiate values more easily.
            6. Apply your changes.

            Waterfall chart that shows how each business region contributes to total profit.

             
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            Salesforce Help | Article