Create a CRM Sales Funnel Dashboard in Tableau


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Video notes: At 2: 05 I intended to say “A through L” instead of “A through F.” Regarding close rate calculation, be sure to think about how you are calculating close rate based upon your data! It is beneficial for users of the dashboard to be aligned on how this is calculated.

Video description: In less than 5 minutes, demonstrating how to build a simple CRM sales funnel dashboard concept using Tableau.

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