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):
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! :)

[@ThijsVerberne]

Thank you for sharing. And nice trick with the filtered data for easier maintenance!

[@danicaruthomus7703]

You're amazing, don't stop making this kind of videos.. This is really my niche and I want to learn a lot from you..

[@bsregmi9948]

Finally !!! a new video ty and upload frequently ✌️

[@GV-gn3mj]

I love your videos, please upload more about query and importrange+query with more advance functions in the agregate part of "where" that would be great(if, or,etc)

[@UnofficialAnthem]

You just helped me by a lot. Thank you.

[@JoeRobisonGFD]

Amazing work, keep these coming! Any template yet?

[@emilyvander9746]

You mentioned a template is available but in that space it just says “coming soon” is that posted somewhere? And thank you, love your videos

[@user-mr9hq4mk2e]

hi how about if your data is in different topic so it is in different sheet and i need it to show in my dashboard? thanks!

[@user-ut5if4mq5w]

Instead of Number of Days filter , how can we use only Month filter and then replicate the same for analysis between Current Period v/s Previous Period? For Eg If we select Start month as Jan and End month as March so How will it show previous period Data from Oct to Dec of previous Year? Can you post some formulae to use in comment sheet?

[@user-gg2tt6zi9j]

Hello, how can I downlaad teh spread sheet, can you sell it?

[@jahanzebbakali3565]

can we get this template please

[@anserrahman9900]

When is the template going to be available for purchase ?

[@fitnessbyd-kd8qb]

Please make video related to gym management

[@KwenaGroup-gq7oq]

Where can I get the template

[@RoyalSmmYT]

👏👏❤

[@kaitlinborncampcpantp1250]

Are you able to share the link to the template you are referencing?

[@hustlesheets]

hi! this is the closest one I have right now: www.etsy.com/listing/774313847/sales-tracking-dashboard-spreadsheet

[@guessmetv8119]

Done Subscribing and liking the video. I hope I could get a free copy