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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 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.
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 BIRegards,
