Ability to choose/edit the Funnel data points on the Dashboard
C
Caroline Morrow
Looking to be able to choose what data the Funnel on the Dashboard reports on. For example we are looking for the Funnel to report on the STAGE "Won" from the Pipeline. Currently it pulls the STATUS "Won". We've been advised by the dev team to delete the STAGE, but we do not want to delete this Stage as it's a very important part of the Pipeline. This is disrupting our analytics as the Won Stage is not accurately reporting, and is pulling all opportunities, not just "Won". It would be nice if we could edit the STATUS ?Fields, but we can't because it is a Standard Field.
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Canny AI
Merged in a post:
Don't combine opportunity status and pipeline stages in the dashboard charts
S
Stephen Bostian
all the items in this chart match our pipeline stages EXCEPT, the system has ADDED a status (won, lost etc), which should not be there and throws off the stats. Is there way of fixing? Opportunity Status shows the WON vs LOST. Pipeline Stages should NOT include "Won" because in many pipelines, there are multiple stages that have the WON status. It not only throws off the stats, but does not reflect exactly which won stages. I think this problem also exist in the funnel view.