All tagged Sales Funnel

Want to learn how to build a sales funnel in Tableau? You've come to the right place! Most funnels are hard to interpret because they deal with size disproportion issues. The classic upside-down triangle visual likely isn't the best way for you to represent funnel data for your users.

We've built funnels for dozens of clients over the last decade and have distilled our learnings into this video! Check it out for tips on writing calculations, building a funnel visual, formatting effectively and compiling it all into a meaningful dashboard.