Welcome — the funnel you'll build

Welcome. Before we touch a single dataset, let's frame the whole build so every later lesson has a home.

The goal

By the end you'll have a funnel dashboard that answers three questions at a glance: Where are deals stalling? Which stage leaks the most? Who's converting?

The plan

• Define — agree the KPIs and funnel stages
• Prepare — research data, build a recipe, create datasets
• Visualize — build the dashboard, add SAQL and bindings
• Ship — publish, share and secure

Setup checklist

• CRM Analytics enabled and an Analytics permission set assigned
• The Sales Analytics app template is optional — we build from scratch