Dashboard Card Example #5: Project Pipeline Funnel

What this card is for: To view the current stages of all your projects grouped together. Understanding your progress towards your deliverables will help ensure you can properly plan for completion.

Project Pipeline Funnel

  1. Select the Funnel chart.
  2. Categories > Stage.  Drag Stage to Funnel Section Name.
  3. Values > Record ID. Drag Record ID to Funnel Section Value.
  4. Rename the Series Label to "Number of Projects". In the Aggregation dropdown, select Count. Click Apply.
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