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Скачать с ютуб How to Build a Sales Funnel Dashboard for a Sales Team Google Forms & Google Sheets QUERY COURSE в хорошем качестве

How to Build a Sales Funnel Dashboard for a Sales Team Google Forms & Google Sheets QUERY COURSE 2 года назад


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How to Build a Sales Funnel Dashboard for a Sales Team Google Forms & Google Sheets QUERY COURSE

Free template download here: coming soon Supermetrics free trial (best way to import data into Gsheets): https://supermetrics.com/?idev_id=2372 Video Chapters: 0:00 Video Outline 2:05 Solar & Roofing Business Example 2:48 Features of Dashboard Walkthrough 4:55 Action Item Example 8:24 How to Start the Google Form 9:09 How to Determine Google Forms Questions 12:07 Step 1: How to Build the Google Form 17:00 Connect Google Form to Google Sheet 17:38 How to Share the Google Form with your Team 18:53 Step 2: How to Add Formulas to Google Forms Data (Option #1: Project to Helper Tab) 21:28 How to Add Formulas to Google Forms Data (Option #2: ARRAY Formula) 24:01 How to Build the Dashboard STARTS HERE 24:34 Step 3: Adding the Dashboard Dropdowns and Filters 29:25 Step 4: Adding the Scorecards (QUERY Formula Start) 38:47 Multiple Filters in QUERY Formula with "show all" trick 52:11 "Global" Filter NEW TRICK instead of Formula Level Filters 1:00:12 Compare vs. Previous Period % (Week over week) 1:16:00 CHART: Sales Funnel 1:27:08 CHART: Sales Funnel Conversion 1:34:17 CHART: Sales Person Leaderboard 1:39:14 Creating the final tables 1:43:33 "Wins and Losses" table 1:44:35 Tricks available in my PREMIUM course 1:45:30 YOUR DONE! :)

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