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beyond the Power BI content packs with this session laser-focused on analyzing
your sales pipeline data. Ulrik Carlsson, best known for his blog CRM Chart
Guy, will review the methods of how to get more insights from your sales
pipeline than what you get from the standard funnel charts and content packs.
This includes determining the progression rates from one stage to the next, and
detailed analysis of the sales lifecycle. The class will go through the steps
needed to create these insights in Power BI and attendees will receive a copy
of the Power BI file at the end of the class. With his no-nonsense style and
delivery, Ulrik ensures that attendees walk away with valuable lessons and new
tips and tricks that can be applied to their own sales processes.
Ulrik is passionate about user adoption of CRM and working with KPIs and metrics for CRM data, giving the right users the right insights at the right time.