Building your first funnel dashboard

Now the fun part — turning the dataset into something people want to open.

Widgets to add

• Funnel chart — count or amount by stage bucket
• KPI numbers — win rate, total pipeline, average cycle
• Bar chart — conversion rate by stage
• Table — rep leaderboard

Layout & flow

Top row = headline KPIs, middle = the funnel, bottom = breakdowns. Read it top-to-bottom like a story.

Build from the dataset

Drag the dataset onto the canvas, pick a measure and a grouping, and CRM Analytics scaffolds the query for you.