Adding Dashboard Content

We are now ready to put the pieces together. Log on to the web client and click on the Welcome navigation item. Right click on one of the tabs, or create a new one, and select “Add Content” from the menu. When the Add New Content dialog box appears, click the “Add” button under the “Funnel Chart” item. Fill out the “Funnel Chart Setting” dialog as show below.

Note that the opportunity filter we created in the last step is now available as a Dimension for our funnel chart. Add the “Boats” Sales Process to some opportunities and complete a variety of stages. The result should look similar to the funnel chart below.

Final Thoughts

This approach allows us to build any number of Sales Processes and Filters and report on them through dashboard charts. Furthermore, since the group content is automatically filtered on the users’ security, the chart will also be filtered by security.