Sales Funnel / pipeline report
Hi!
I would like to know how can I create a sales funnel report using Pivot charts. I haven't found any information related to Zoho Creator and when I try to do it myself, I choose the sales funnel graph and it starts to load but nothing happens and the chart goes back to the previous chart format.
We have a grupo of predefined sales stages and I would like to show something like:
For the current month:
- Stage 1 -> 50% leads
- Stage 2 -> 30% leads
Something like this:
Any information will be welcome as I haven't got a clue about the information required, and what to put in the X and Y axis in order to generate the report. I tried with different data but the chart won't change into pipeline format.
Thanks.
I would like to know how can I create a sales funnel report using Pivot charts. I haven't found any information related to Zoho Creator and when I try to do it myself, I choose the sales funnel graph and it starts to load but nothing happens and the chart goes back to the previous chart format.
We have a grupo of predefined sales stages and I would like to show something like:
For the current month:
- Stage 1 -> 50% leads
- Stage 2 -> 30% leads
Something like this:
Any information will be welcome as I haven't got a clue about the information required, and what to put in the X and Y axis in order to generate the report. I tried with different data but the chart won't change into pipeline format.
Thanks.