2023 Week 23 | Sales Funnels


There are a lot of visualisation common practises that are less than ideal. One of those is the funnel chart. I think the analogy works well, however a lot of implementations are misleading at best. Unfortunately the default funnel chart in CRMA belongs in that category. As the value is only encoded in the height of a layer and not in the width, it’s quite hard to visually understand if a stage is smaller or bigger than the previous one.

Here are a few alternatives! The first one is the actual challenge, the other three are for comparison to see what comparison each of them actually allows for.


  • Create a recipe that transforms the data in a format that allows you to create the below dashboard
  •  Create a custom funnel chart
    • Each bar should be centred in the widget
    • Ignore all closed stages
    • Each bar should be appropriately sized in relation to all other bars (ie. a 1000$ bar should be twice as long as a 500$ bar)
    • The bars should be ordered by stages
    • The value of all opportunities in each stage should be displayed next to the stage name
    • Remove the axis
  • For reference
    • Create a normal bar chart, a default funnel and a stacked bar chart
  • Colour all of them in the same colours (You can find them here!)


  • Compare the different charts and consider what advantages/disadvantages each of them has. If you want, let me know on Twitter or LinkedIn what you think

The resulting dashboard should look something like this:

Please don’t copy/paste the colours for each chart. You can define the colours in the extended metadata for a dataset. Search for it and save hours of your life!


You can download the opportunities data for this weeks challenge here.

The data comes out of a standard dev org so you might be able to just use the opportunities data from your org, however I cannot guarantee that the stage names and amounts are exactly the same.


After you finish your workout, share a screenshot of your solutions or interesting insights on Twitter or LinkedIn using the hashtags #WOW2023 and #CRMA and tag @genetis@PreenzJ@LaGMills and @JaackParry. (Or you can use this handy link to do that)

Also make sure to fill out the Submission Tracker to track your progress and help us judge the difficulty of our challenges.


Coming later…
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