Insights Cards can be presented in different visualizations; Headline, Top Content, Bar Chart, Pie Chart, Line Chart, and Opportunity Stage Conversion or Lead Status Conversion Funnels. Since Insights Cards consider data before visuals you can click Creating and Editing Insights Cards to learn how to create card content and be sure to use the Lead Status Conversion Funnel template. Once you get to the configuration section you will see links to creating all card types, here we'll be creating a Lead Status Conversion Funnel.

Lead Status Conversion Funnel cards allow you to build a funnel displaying custom content in a pleasing visualization of data right in your dashboard. Lead Funnel Cards go beyond the funnel visualization to also offer itemized details. Hovering over data sets produces written, itemized details. You can also click on the funnel to open a full report.

Funnel Card Configuration

Included Statuses

Select the lead statuses to be included in the funnel.

Once you have completed the Configuration section, click save in the card editor to save your card. If you want to make changes to other sections of the card editor, return to Creating and Editing Insights Cards.

If you run into any issues, contact support.

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