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Can you help me in designing a Conversion Funnel Dashboard in Dashboard Beta?
Best answer by mozart-morales 12 November 2020, 14:24
Hi @inaki1 hope you are doing well!
I will share what i did after our workshop and you can see if that will help you.
Define what you would like to measure: in my case i would like to count distinct cards in each phase, so first my measure will be "Cards Count - Distinct"
Define dimension: in my case i would like to see cards in each phase movement, so my dimension will be "Phase movement > Phase Name"
Time, in my case i will not add any specific date but you can add if you want
After that i will be able to see:
That is my "Conversion Funnel":how many cards "opportunities" are in each phase:
that helps you?
If no, please let me know and i will try to help you :)
Thanks for your explanation.
It helps me. It is a good approach. But it is a static approach.
Want I Want to know in the funnel is:
Hi @inaki1 Thats great! And i think is it possible to solve too.
My example here:I would like to send NPS message for my customers and after i would like to see:a. % of customers (leads) answer (converted) to Promoters (Phase 2)First:Build a new dashboard
Measures: Card count DISTINCT"> Dimensions "Phase movement > Phase name"
Second: Filter by phase name that i would like to see the conversion so "Send NPS (portuguese will be Enviar NPS) and Promoter (Promotor)
What you can see is that: Total number of card that "passed" to my phase "Send NPS"= 60
Also, total cards that are in "Promoter" right now "35" So i can see a % of 36.8% of all "leads" that "convert" to Promoter.
And now we need to build more 3 charts with the other values so we will see the a.b.c.d itens.
Do you think that will solve?
Great Mozart Morales! Thanks for your quick help!!!
Hi Mozart. One more question.
I realized that the percentage is not Ok in the pie.
Because you sent 60 NPS.
Out of those 60, only 35 turned into promoters.
So the conversion is 35/60 = 58,33%
The problem with the pie is that is a share of two stages.
So, it does 35/ (60 + 35) = 36,8%.
And that is not conversion. Conversion is 58,33%.Because the reality is that almost 6 people out of 10 that was sent the NPS turned into promoters.
Hum, you are right! Thanks for that!
I will try to think in another way, but if we change to "Bar" we will see that:Send NPS (60) » Promoter (35) And we will need to do the calculation to see that 58,33%.
Thanks again! and i will try to solve that :)
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