Forum Discussion
Sales Funnel Sorting
Hi everyone, I'm developing some Sales Funnel analytics. The problem I'm having is I can't sort the funnel order properly. 1. I'm sure adding numbers in front of my deal stages will work, b...
Thank you guys. The solution I found was
1) establish a Deal Stage Reference Table with an order number column, then
2) In the visual itself, use the REFERENCE TABLE deal stages for columns, instead of my raw data. This was a fundamental lesson for me: use reference tables as much can for stuff like categorizing/grouping. That allowed me to sort by order number from the reference table