Hello,
I am creating a chart for a dashboard in CRMA/EA which should display as a funnel and be broken down by opportunity stage. I would like the funnel to display in the order of stage progression. I cannot find an option to change the order of funnel segments - currently there is no rhyme or reason to the funnel/stage segments (not in alphabetic order or sum of amount order). Any help would be appreciated in formatting the funnel according to how a sales rep would progress an opportunity in our instance.
Note: when I create a funnel chart in basic SF reports, the order is automatically correct.
Hi Jordan,
Displaying the Stage Name in a funnel chart can be done either by Alphabetical order of Stage Name or by Order of values at which the funnel is coming. The best way to display the Stage Name in the Order you want by adding numbers in the Prefix of the Stage Name.
Eg- Suppose the Stage Name contains values like Prospecting, Qualification, Closed Won and Closed Won and this is the order at which you want to show the Stage Name than you change the value as 01- Prospecting, 02- Qualification, 03- Closed Won, 04- Closed Won.
This can be done in recipe instead of creating a new field in Opportunity object.
Please like the answer if the this help you. Or you can further reply if this doesn't help.
