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Sales Funnel Software and Tools

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Categories
Landing Pages and Conversion to Sale

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

Free template download here: coming soonSupermetrics free trial (best way to import data into Gsheets): https://supermetrics.com/?idev_id=2372Video Chapters:0:00 Video Outline2:05 Solar & Roofing Business Example2:48 Features of Dashboard Walkthrough4:55 Action Item Example8:24 How to Start the Google Form9:09 How to Determine Google Forms Questions12:07 Step 1: How to Build the Google Form17:00 Connect Google Form to Google Sheet17:38 How to Share the Google Form with your Team18:53 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 HERE24:34 Step 3: Adding the Dashboard Dropdowns and Filters29:25 Step 4: Adding the Scorecards (QUERY Formula Start)38:47 Multiple Filters in QUERY Formula with “show all” trick52:11 “Global” Filter NEW TRICK instead of Formula Level Filters 1:00:12 Compare vs. Previous Period % (Week over week)1:16:00 CHART: Sales Funnel1:27:08 CHART: Sales Funnel Conversion1:34:17 CHART: Sales Person Leaderboard1:39:14 Creating the final tables1:43:33 “Wins and Losses” table1:44:35 Tricks available in my PREMIUM course 1:45:30 YOUR DONE! ๐Ÿ™‚