How To Create Sales Funnel Component using Dashboard Design

Hello Folks ,

Many Time we come across Tricky requirements wherein the Client is very keen on getting it done at any cost.

In this Document we are going to experience a similar requirement which was placed by our client for CRM Dashboards.

The client asked for something like Sales Funnel which would display the Status of sales at various stages using Xcelsius

Dashboards but unfortunately such Component is not available in any version of Xcelsius , Henceforth we went for Some Flash

Addons which unfortunately failed to meet the exact requirement of client . But Finally we achieved the Task by Playing some small

Tricks which resulted in a Wonder .

Step to Create Sales Funnel :

Step 1 :

Drag and Drop  Area Chart and Stacked  Column Chart in Canvas .

Step 2 : Go to Properties of  Stacked Column Chart and add no of series required depending on no  of

KPI’S or stages in your Report , In this example we will add 3 Series .

And then un-check the option for Vertical, Horizontal Axis as well as un-check Major and Minor Gridlines and all

remaining Titles or Subtitles such that just a single Bar will be visible as shown below .

Step 2 :  Go to Properties of Area Chart and add a single series with range values as 70,35,0,35,70  as shown below .

             And then like Stacked Chart un-check the option for Vertical, Horizontal Axis as well as un-check Major and Minor Gridlines and all

             remaining Titles or Subtitles such that just a single Bar will be visible as shown below .

Step 3 :

Then Overlap Area Chart on Stacked Column chart as shown below .

Note :you have to adjust the size of both the charts such that the edges and points are aligned properly.

Step 4 :  Go to Canvas Properties and set Background Color as Black

              Note : Background color should be same as Area Chart Plot Color.

And in this way our Sales Funnel Component is Ready to use in Dashboard .

Regards

Jeetan Jagtap