A Funnel View shows records organised by a set of ‘states’, typically representing steps in a business process. Each state is represented by a bar whose value is proportionate to the other bars. The only reason this is referred to as a ‘funnel’ is because in many such processes, such as Sales Opportunity Pipeline, or Recruitment Pipeline, the expectation is that there is a large number of records at the top of the process (e.g. Leads), gradually reducing to a smaller number at the bottom (e.g. opportunities Won). This doesn’t have to be the case, of course – the shape may look completely different depending on the business process in question, or when looking at a filtered sub-set of records.
The view can be switched between the different numeric values available (if more than one) and the record count by selecting one of the items in the Summary section.
Selecting any of the individual bar values will result in the standard List View being shown with the Filter filter set for just those records.
Developing a Funnel View is straightforward. The main requirement is that there is a Category set-up as one of the fields on the Record Type to be displayed. The Category contains the individual values that will be the ‘states’ displayed on the Funnel.
The Funnel View itself is a View record, with ViewType of Funnel. The View record requires a unique Name, the RecordTypeName of the record type for which it is to be displayed, an optional Description and IconName (which determines the icon shown to select the view and as its header), an optional ShowCalc being a calculation which determines if the view is to be offered to the current user, and then the all-important Script which contains the actual configuration of the Funnel View.
The Script is used to set a number of variables which are used as the Funnel configuration, as follows:
Note that all script variables are evaluated as calculations, so as you will usually be specifying exact text, it is essential to enclose the values in quotation marks as shown in the example above.
A Funnel View can always be accessed from the Record Selection screen for its Record Type.
You can also create a link directly to a Funnel View by linking to its View record and referring to it by name. For example, if you have named your View record My Sales Funnel, you can create a link to it in any template (e.g. on a Page, in a template field etc.) using the displayRecordLink function as follows: