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Showing Results in a Funnel Chart Using Siebel Analytics Funnel Chart View


Use the funnel chart view to show 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 the 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.

To add or modify a Siebel Analytics funnel chart view

  1. In Siebel Answers, create or modify the request with which you want to work, and then perform one of the following actions:
    • To add a new funnel chart view, click the Results tab and choose Other Views > Funnel Chart from the views drop-down list.
    • To edit an existing funnel chart view, click the Results tab, choose Compound Layout from the views drop-down list, and then click the Edit View button for the funnel chart view.

      The workspace shows the options and settings for the view.

  2. Make your selections for the fields in the workspace.

    The following table describes the fields.

    Funnel Chart View Workspace Field
    Description

    Chart Title

    Specifies the title to display when the chart appears.

    Stage

    Identifies the stage to represent, from the drop-down list.

    Actual Value

    Specifies the actual value for the stage, from the drop-down list.

    Target Value

    Specifies the target value for the stage, from the drop-down list.

    Target value for final stage only

    Indicates whether the target value should appear for each stage or for the final stage only.

    Factor required to meet target

    Identifies the factors required to meet targets.

    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.

  3. When you are done, you can save the request with the funnel chart view.
Related Topics

Overview of Siebel Answers

Performing Common Tasks When Working with Siebel Analytics Views

Siebel Analytics User Guide