About this course
Turn raw Salesforce sales data into a living funnel you can actually steer. In this hands-on course you'll build a complete Sales Funnel Analytics app in Salesforce CRM Analytics (formerly Tableau CRM / Einstein Analytics) — from defining the KPIs that matter, to wrangling data in a recipe, to a fully interactive dashboard wired with query bindings.
What you'll build
A single-page funnel dashboard that shows stage-by-stage conversion, win rates, pipeline velocity and rep performance — filterable by time, team and product, and fast enough to open live in a QBR.
What you'll learn
- Define funnel KPIs the business will trust
- Research and map Salesforce objects to funnel stages
- Ingest and shape data with recipes in Data Manager
- Engineer stage-duration and conversion fields
- Build a funnel dashboard from datasets
- Write SAQL and wire query bindings for interactivity
- Publish, share and secure the finished app
Prerequisites
- A Salesforce org with CRM Analytics enabled (a free Developer Edition works)
- Basic familiarity with Opportunities, Leads and the sales process
- No coding required — SAQL is introduced from scratch
Who it's for
Salesforce admins, RevOps analysts and CRM Analytics beginners who want a real, portfolio-ready build instead of toy examples.
Curriculum
Lesson by lesson
- 1 Welcome — the funnel you'll build Lesson 1 — frame the build: goal, plan and setup checklist. preview
- 2 Defining your funnel KPIs Lesson 2 — define conversion, win rate, velocity and stage duration before building. preview
- 3 Data research — mapping Salesforce objects to funnel stages Lesson 3 — map Leads, Opportunities and OpportunityHistory to the funnel. preview
- 4 Connecting data with Data Manager Lesson 4 — connect Salesforce objects and schedule syncs in Data Manager. preview
- 5 Building the recipe — ingest, join, transform Lesson 5 — build the recipe: input, join, transform, aggregate, output. preview
- 6 Recipe formulas — engineering funnel stages Lesson 6 — engineer stage buckets, days-in-stage and conversion flags. preview
- 7 Creating datasets & scheduling refresh Lesson 7 — turn the recipe into a dataset and schedule the refresh order. preview
- 8 Building your first funnel dashboard Lesson 8 — lay out funnel, KPIs and breakdowns into a readable dashboard. preview
- 9 SAQL — the queries behind the widgets Lesson 9 — read and write SAQL to control exactly what each widget shows. preview
- 10 Query bindings — faceting, selection & results Lesson 10 — wire selection, results and faceting bindings for real interactivity. preview
- 11 Filters, date ranges & dashboard interactivity Lesson 11 — add global filters and relative date ranges that drive the whole page. preview
- 12 Publish, share & secure — plus next steps Lesson 12 — package into an app, apply a security predicate, and plan what's next. preview
Hands-on
Every lesson ends with something working. No theory marathons.
Battle-tested
Built from real production mistakes — you get the shortcut.
Questions answered
Ask in the discussion below — I reply to every comment.
Your instructor
I’m Swarnil, exploring and documenting my life, sharing my learning, experiences, stories, and lessons through videos, blogs, films.
Frequently asked
Do I need an account?
No — this course is free and open. Signing up just adds progress across devices, email updates and an ad-free experience.
How is progress tracked?
In your browser — the player tracks where you are, the last lesson ends with a small confetti ceremony, and completed lessons show a green badge in this curriculum.
Is there a certificate?
No certificate — just the skill. Which, between us, is the part interviews check.
I'm stuck. Where do I ask?
The discussion at the bottom of any lesson — I answer every comment. For anything longer, the contact page.
Made with this gear
Everything used to record, edit and ship this course. Affiliate links keep the lessons free.
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