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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.

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,