Can you help me in designing a Conversion Funnel Dashboard in Dashboard Beta?
Conversion Funnel in Dashboard Beta
Best answer by mozart-morales
Hi
I will share what i did after our workshop and you can see if that will help you.
Step 1:
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"
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Step 2:
Define dimension: in my case i would like to see cards in each phase movement, so my dimension will be "Phase movement > Phase Name"
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Step 3:
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:
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That is my "Conversion Funnel":
how many cards "opportunities" are in each phase:
"New requests"
Analysis
Contract
Contract signed
Done
that helps you?
If no, please let me know and i will try to help you :)
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