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Georgia94's avatar
Georgia94
Regular Visitor
9 years ago
Solved

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'...
Need Help
  • Sagarkansal's avatar
    Sagarkansal
    9 years ago

    Do u want something like this.

Georgia94's avatar
Georgia94
Regular Visitor
9 years ago

Yes please, how did you get the date slider and the funnel?

Sagarkansal's avatar
Sagarkansal
Advocate I
9 years ago

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.

 

  • Georgia94's avatar
    Georgia94
    Regular Visitor
    9 years ago

    Sagarkansal

    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?  

    • Georgia94's avatar
      Georgia94
      Regular Visitor
      9 years ago

      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.

      • v-sihou-msft's avatar
        v-sihou-msft
        Microsoft Employee
        9 years ago

        Georgia94

         

        On Power BI Service, for each report from your insightly content pack, you can switch into Edit Mode.

         

         

        Then you can add a slicer into your report. Make sure you populate a date field, it will appear into a timeline automatically.

         

         

        Reference:
        Visualize your Insightly CRM data with Power BI

         

        Regards,