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Help! Sales progress funnel chart
Hi, I'm trying to run a funnel chart to measure the progress of opportunities through the sales pipeline. I'm sure its glaringly obvious, but I can't seem to a) create a timeframe (I know there'...
Do u want something like this.
Do u want something like this.
Yes please, how did you get the date slider and the funnel?
Georgia94.....
1. You need to update your Power BI to the latest November Update.
2. Provide the sample data so that I can give the custom steps required according to you.
Do you mean update Power BI desktop? I'm currently working off the free online Power BI tool.
Sorry to be a bit dim, but what do you mean provide the sample data? Do you mean all of our opportunities broken down into the pipeline stage that they're at?
I have downloaded Power BI desktop with the november upgrade but I can't link to insightly when I go to get data. I can only connect to insightly online.