CRM Analytics Sales Funnel
Publish, share & secure — plus next steps
Lesson 12 — package into an app, apply a security predicate, and plan what's next.
Swarnil Singhai
13 Jul
1 min
Topic
CRM Analytics Sales Funnel
Build a sales-funnel analytics app in Salesforce CRM Analytics.
Swarnil Singhai
13 Jul
1 min
CRM Analytics Sales Funnel
Filters, date ranges & dashboard interactivity
Lesson 11 — add global filters and relative date ranges that drive the whole page.
Swarnil Singhai
12 Jul
1 min
CRM Analytics Sales Funnel
Query bindings — faceting, selection & results
Lesson 10 — wire selection, results and faceting bindings for real interactivity.
Swarnil Singhai
11 Jul
1 min
CRM Analytics Sales Funnel
SAQL — the queries behind the widgets
Lesson 9 — read and write SAQL to control exactly what each widget shows.
Swarnil Singhai
10 Jul
1 min
CRM Analytics Sales Funnel
Building your first funnel dashboard
Lesson 8 — lay out funnel, KPIs and breakdowns into a readable dashboard.
Swarnil Singhai
09 Jul
1 min
CRM Analytics Sales Funnel
Creating datasets & scheduling refresh
Lesson 7 — turn the recipe into a dataset and schedule the refresh order.
Swarnil Singhai
08 Jul
1 min
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CRM Analytics Sales Funnel
Recipe formulas — engineering funnel stages
Lesson 6 — engineer stage buckets, days-in-stage and conversion flags.
Swarnil Singhai
07 Jul
1 min
CRM Analytics Sales Funnel
Building the recipe — ingest, join, transform
Lesson 5 — build the recipe: input, join, transform, aggregate, output.
Swarnil Singhai
06 Jul
1 min
CRM Analytics Sales Funnel
Connecting data with Data Manager
Lesson 4 — connect Salesforce objects and schedule syncs in Data Manager.
Swarnil Singhai
05 Jul
1 min
CRM Analytics Sales Funnel
Data research — mapping Salesforce objects to funnel stages
Lesson 3 — map Leads, Opportunities and OpportunityHistory to the funnel.
Swarnil Singhai
04 Jul
1 min
CRM Analytics Sales Funnel
Defining your funnel KPIs
Lesson 2 — define conversion, win rate, velocity and stage duration before building.
Swarnil Singhai
03 Jul
1 min
CRM Analytics Sales Funnel
Welcome — the funnel you'll build
Lesson 1 — frame the build: goal, plan and setup checklist.
Swarnil Singhai
02 Jul
1 min
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