Custom Sorting Using a Field (Specifically Sales Funnel)

guitarhero23 · October 2016

Not sure if this is possible or not.

Basically I'm taking a a list of Sales Opportunities and putting them in a funnel by stage (Count) that way is shows how many opportunities are in each stage of the Sales Process. The thing I'm having trouble with is getting them sorted from beginning to the end vs alphabetical.

The stages I'm showing consist of:

1: Bullpen

2: On-Deck

3: 1st Base

4: 2nd Base

5: 3rd Base

However sorting alphabetically gives me

1: 1st Base

2: 2nd Base

3: 3rd Base

4: Bullpen

5: On-Deck

The funnel should show all the lowest level things which aren't far in the process up at the top and all the deals getting closer to being signed on the way down.

Is there a way I can sort them into the order I want since no other field sorting method will make it work (I think).

If it helps this is Salesforce Opportunities Data.

AS · October 2016

Whenever this happens to me I force-sort the values using a beast mode to override the default alphabetical sort.

Do something like:

CASE 
WHEN `stage_name` = 'Bullpen' THEN 1
WHEN `stage_name` = 'On-Deck' THEN 2
WHEN `stage_name` = '1st Base' THEN 3
WHEN `stage_name` = '2nd Base' THEN 4
WHEN `stage_name` = '3rd Base' THEN 5
END

And put that beast mode into the sort order.

Alternatively, you can do a beast mode to concatenate the number and the stagename column to show a full text value like "5: 3rd Base", and put that beast mode into the card builder instead of the regular stagename column. Then the default alphabetical sorting will work with the number at the front. This is a good idea if you, in business-speak, refer to these stages by their numbers sometimes, like "Yes, that oppty transitioned to stage 4 today".

AS · October 2016

Whenever this happens to me I force-sort the values using a beast mode to override the default alphabetical sort.

Do something like:

CASE 
WHEN `stage_name` = 'Bullpen' THEN 1
WHEN `stage_name` = 'On-Deck' THEN 2
WHEN `stage_name` = '1st Base' THEN 3
WHEN `stage_name` = '2nd Base' THEN 4
WHEN `stage_name` = '3rd Base' THEN 5
END

And put that beast mode into the sort order.

Alternatively, you can do a beast mode to concatenate the number and the stagename column to show a full text value like "5: 3rd Base", and put that beast mode into the card builder instead of the regular stagename column. Then the default alphabetical sorting will work with the number at the front. This is a good idea if you, in business-speak, refer to these stages by their numbers sometimes, like "Yes, that oppty transitioned to stage 4 today".

guitarhero23 · October 2016

Awesome, thanks for the tip. Works great

FreeSoul · June 2018

I had similar issue, however I have a crosstab sumo card instead. And couldn't find easily how to create a calculated field in there (possibly lack of my knowledge with the tool) neither a way to create a crosstab in analyzer. So, here's what I did -

created a calculated field in analyzer,
in the calculated field, pushed it dataset (checkbox on bottom right hand side, 'Share Calculation on DataSet'
Create the Sumo Card - and Bob's your uncle

The only thing I am not able to easily work out on Sumo Card, how do i sort on field that is hidden. Currently the calculated field is displayed on the card.

Custom Sorting Using a Field (Specifically Sales Funnel)

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