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.

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Project Pipeline Funnel

  1. Select the Funnel chart.
  2. Categories > Stage.  Drag Stage to Funnel Section Name.
    Opps_by_state_14.gif
  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.
    Opps_by_state_15.gif
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