Sort order of Sales Process Opportunity Stages is messing up a dashboard funnel

Question

I have tried reordering the Sales Process to reflect the way it should come out in a dashboard funnel but it just reorders them back to the way it was. Any ideas? There’s no logic to the way it sorts, it’s not alphabetical and it’s not using probability.

Sharif Shaalan · Accepted Answer

Hi Linda, you have to reorder them on the Stage field on the opportunity object, that will then apply to the sales process.

Linda Jenkins · Answer

Thanks Sharif. Now I just have to figure out what to do with our 131 active opportunity stages. I'm not kidding!

Sort order of Sales Process Opportunity Stages is messing up a dashboard funnel

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