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Working with Siebel Analytics Funnel Chart Views

The Funnel Chart view shows results as a three-dimensional chart that represents target and actual values and levels by color. Typically, funnel charts are used to graphically represent data that changes over different periods or stages. For example, funnel charts are often used to represent volume of sales over a quarter.

Funnel charts are well suited for showing actual compared to targets for data where the target is known to decrease (or increase) significantly per stage, such as a sales pipeline. You can click on one of the colored areas to drill down to more detailed information.

After you have created a request, you can use the Views page to create a funnel chart.

To work with a funnel chart

  1. Navigate to Siebel Answers, and display the request with which you want to work.
  2. In the right pane, click the Views tab.
  3. In the Views area, click the Funnel Chart link.

    4. The Add/Edit Funnel Chart page appears.

  4. Complete the fields. Some fields are described in Table 15.
  5. When you are done, click Finished.

    6. After a funnel chart is created, you can save it in the Web Catalog.

Table 15.  Siebel Analytics Funnel Chart Fields
Field
Description
Stage
The stage that is represented.
Actual Value
Specifies the actual value.
Target Value
Specifies the target value.
Target value for final stage only
Indicates whether the target value appears for the final stage only or for each stage in the chart.
Factor required to meet target
Identifies the factors required to meet targets.
Chart Title
Specifies the title that will display when the chart appears.
Minimum Threshold
Specifies the minimum threshold.
Maximum Threshold
Specifies the maximum threshold.
Size
Specifies the size.
Force standard shape and equal stage widths
Indicates whether Siebel Analytics will automatically force the display.
Interaction
Indicates the level of interaction allowed in the chart. Choices include None, Drill, and Navigate.


 Siebel Analytics User Guide 
 Published: 18 April 2003