Lead Funnel Stage Reporting

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Posted on by Community Member

Hello,

My team and I are working on building out some charts and dashboards for funnel stage reporting (MQL, SAL, SQL, etc.). I'd like to be able to visualize these in a funnel (pyramid) dashboard or chart within Dynamics. We have defined MQL vs SAL, etc. but have found it difficult to work within Dynamics to build out a dashboard and/or chart to reflect all of these within one. I have a feeling we will need to utilize Power BI to accomplish our needs, but wanted to check in here to see if anyone has experience working on this.

Thank you,

Taj

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