Waterfall Charts in Revlitix help you visualize the cumulative effect of positive and negative sales pipeline stages over a selected time period.
Follow this guide to create your Waterfall Report:
Step 1: Navigate to the Reports Module
Go to your Revlitix dashboard.
Click on the Reports module in the left navigation bar.
This is where you can create and manage all your custom reports.
Step 2: Create a New Report
Click the 'New Report' button to start a new report.
Step 3: Name the Report
Give your report a clear, descriptive name.
This name will help you find and reuse the report later.
Step 4: Add a Widget
Click the ‘Add Widget’ button inside your report.
You’ll see three options:
Select from your templates
Select from Revlitix the templates
Create Custom Widget
Choose ‘Create Custom Widget’ for this workflow.
Configuring Your Waterfall Chart
Step 5: Name Your Widget
Label your Waterfall Chart widget and click the Tick Icon to Save.' This name helps you identify the widget later.
Step 6: Select Widget Type
From the ‘Widget Type’ dropdown, select ‘Waterfall Chart’.
In the ‘Widget Description’ field, add a short explanation of what this chart represents.
Step 7: Choose the Channel
Select the appropriate channel from the ones the User has integrated with.
Note: The available channels for this chart are limited to CRM platforms like Salesforce and HubSpot.
Step 8: Select an Object
Based on the selected channel, choose a relevant Object
Step 9: Set Pipeline Chart Parameters
Once you've selected the Object (e.g., Opportunity), configure the pipeline-specific parameters for your Waterfall Chart:
1. Pipeline Change Date Range
Select the time period during which you want to analyze changes in the pipeline stages.
Example: This week to date, Last Quarter, Last Month.
2. Pipeline Closing Date Range
Select the date range in which opportunities are expected to close.
Example: This week, Next Month, This Fiscal Quarter.
3. Created Date Field
Select the field that captures the creation date of new opportunities. Used to identify net new additions to the pipeline.
Example: Opportunity Created Date, Close Date, Demo Date.
4. Closed Date Field
Select the field that captures the expected close date of open opportunities.
Example: Opportunity Created Date, Account Created Date, Demo Date.
Step 10: To Add Pipeline Conditions
Add these conditions to compute the pipeline stages.
1. Open Pipeline
Click ‘Add Condition’ next to Open Pipeline.
Define the logic that qualifies an opportunity as “open”
A configuration pop-up will appear.
Note: Adding the Stage field is mandatory for this condition.
2. Closed Won
Click ‘Add Stage’ next to Closed Won.
A pop-up will appear for selecting the qualifying stage.
Choose the stage that represents successfully closed deals.
Note: You can only add one condition. Adding the Stage field is mandatory.
3. Closed Lost
Click ‘Add Stage’ next to Closed Lost.
A pop-up will appear for selecting the stage representing lost opportunities.
Choose the appropriate lost stage.
Note: You can only add one condition; the Stage field is mandatory.
Step 11: Select the Metric
Choose a standard or custom metric that you want to measure changes in pipeline value against
Step 12: Advanced Settings
i. AI Prompt
Learn how AI prompts work by exploring the details in this link. Check it out!"
ii. Save as Template
Option to save your configuration as a template for future reference.
Part 2: Filter
Learn how to create a Global filter from the link below.
Global filters apply universally across the platform and impact all charts, including the Waterfall Chart.
Custom Filters
Custom filters are unique to the Waterfall Chart and allow more targeted data refinement.
Step 13: Widget Creation
Click Create Widget to finalize your waterfall chart.
Following these steps, you can effectively create a Waterfall Report