How to Build a Sales Funnel in Tableau

Описание: Want to learn how to build a sales funnel in Tableau? You've come to the right place! Most funnels are hard to interpret because they deal with size disproportion issues. The classic upside-down triangle visual likely isn't the best way for you to represent funnel data for your users.

We've built funnels for dozens of clients over the last decade and have distilled our learnings into this video! Check it out for tips on writing calculations, building a funnel visual, formatting effectively and compiling it all into a meaningful dashboard.

And even if you don't need to build sales funnels regularly? You'll still learn a lot from this walk-through!


Connect with us:
•Upcoming Tableau Classes: https://www.eventbrite.com/o/onenumbe...
•Book an Office Hour with Eric: https://www.eventbrite.com/e/tableau-...
•Tableau Passport Program: https://onenumber.biz/tableau-trainin...
•Subscribe to the OneNumber Newsletter: https://onenumber.biz/newsletter
•Follow Eric on LinkedIn:   / eric-parker-37513249  


Resources:
•Tableau Public Workbook: https://public.tableau.com/app/profil...
•Downloadable Data Source (Sign in to DataWorld to download): https://data.world/ericparker/sales-f...
•Custom Color Palette: https://onenumber.biz/blog-1/2023/9/1...


Chapters:
0:00 Background
2:55 Calculations
11:45 Building the Funnel
16:00 Formatting the Funnel
20:00 Tooltips
23:35 Text Table
25:25 Dashboard