Funnel Chart
HUB
OKR
- Create OKR
- OKR without KR
- Create Milestone Key Result
- Create Sobject Key Result
- Sample Sobject
- Sample KPI Filters
- Create Split Target for Key Results
- Create Linked OKR Key Result
- Create Link KR Key Result
- Team Access Only OKRs
- Private OKRs
- Strategic Pillar
- Create KPI Key Result
- Create Report Key Result
- Edit/View OKR
- Add Contributors for Key Results
- Clone OKR
- Clone Key Result
- Close OKR & Add Review Score
- Pause and Unpause OKR
- Save OKR as a Template
- OKR Weights
- Links to OKRs
Create OKR from Template
Update Key Result
Hierarchy & Heatmap
KPI
Scorecard
Contest
Recognition
Funnel
Others
- OKR Reports
- OKRify Dashboards
- Create Teams and Team Members
- Create Periods
- Settings
- Setup Email Notification
- Update Email Template – Key Result Overdue Notifications
- Create New Salesforce Report
- Create new Salesforce Dashboard
- How to search for Tags
- View risk and progress for Objectives and Key Results
- Notifications for Overdue Key Results
- OKR Buttons for Related Objects
- Add an Object as a custom field on OKR
The funnel chart serves as an excellent visual representation tool, offering a concise narrative of progression or conversion rates across diverse process stages. This dynamic visualization not only simplifies data comprehension but also expedites the identification of bottlenecks, trends, and optimization prospects, thus fostering more knowledgeable decision-making.
OKRify funnel chart empowers you to craft charts using data sourced from multiple Salesforce objects in one funnel chart. By incorporating data from multiple sources, OKRify's funnel chart becomes instrumental in data visualization, enabling the clear representation of insights.
Permission Sets
- OKRify_Funnel_User: Permission set required to view funnel chart
- OKRify_Funnel_Admin: Permission set required to create funnel chart
Funnel Chart has to be added to a lighting page or homepage such as Sales App Home page, click here for details.