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Newcomer
April 29, 2024
Question

Funnel Widget on a Dashboard for Lifecycle Progress

  • April 29, 2024
  • 3 replies
  • 104 views

Has anyone used a funnel graphic to illustrate total number of documents at every stage of review and signatory lifecycle?

3 replies

Justin Jiang
Established Contributor
Established Contributor
April 29, 2024

Yes, there are out of box workflow reports you can use. Then, you can add the report add as a widget to your dashboard. 

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Justin Jiang
Established Contributor
Established Contributor
April 29, 2024

The out of box workflow report is called workflow overview, workflow summary, and workflow processes. I recommend trying all 3. 

Welcome to the DocuSign Community and University! Your feedback is immensely appreciated. If this answer resolves your issue, please feel free to give it a Like and mark it as the "Best Answer". This helps others in the community find the information they need. Visit us at http://dsucustomers.docusign.com for more resources and support.
Docusign Employee
May 6, 2024

Hi! Welcome to the Docusign Community! 

In order to display as a graphic/visualization, the report must be a document report or a workflow steps report. These types of reports allow you to add a ‘Group By’ dimension which is necessary for displaying the reports as a graphic on your dashboard. 

To display the total number of documents at every stage of review and signatory lifecycle, you will want to add attributes to the document that captures these data points at each stage of the document process. Then you can build a document report based off these attributes and set the ‘group by’ dimension. We walk through a very similar scenario in our 3 Day Advanced Workflow course if you were interested in learning more! 

And just to clarify, the only two graphics available as of right now are the bar chart or donut chart (no funnel option unfortunately). 

Hope this helps!
Kelly

Kelly Gatling | Principal Product Trainer | Docusign University