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Regular Contributor
NadineN
Posts: 10

Opportunity Funnel

I am having trouble analyzing my company SFDC opportinity funnel. Everytime I am running the historical stage for each opprtunity and that make my report innacurate.
Do you have any tip that would make me go faster?
Thanks,
Nadine
Regular Contributor
alvatse
Posts: 76

Re: Opportunity Funnel

Hi, I'm wondering if you are using analytic snapshot to chart the opp. history, or are you straightly talking about the new funnel chart type? thanks.
Regular Contributor
NadineN
Posts: 10

Re: Opportunity Funnel

Thank you for your prompt reply.

I just want to see what is in the opportunity funnel at each stage and the associated probability.

Thanks

Super Contributor
Jakester
Posts: 1,063

Re: Opportunity Funnel

Create new report-->Opportunities-->Opportunities (not Oppty History)-->Next-->Summary-->Next-->Sum Grand Total-->Next-->Summarize by Stage-->Next-->Select Chart and Highlights-->Chart Type: Funnel