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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

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,