Session Details
Day: 17/03/2017
Time: 09:00 - 10:00
Room: Morus 1

Track: Extending the Value
Level: 300 - Advanced
Audience: Customers
Type:
Pipeline Analysis with Power BI

Go 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.

 
Introducing Your Speaker

Ulrik Breval Carlsson, Sr. Solution Architect and Readiness Expert, Elev8 Solutions

Ulrik Breval Carlsson is a Senior Solution Architect and Readiness Expert at Elev8 Solutions and author of the CRM chart focused blog CRMChartGuy www.crmchartguy.wordpress.com. 

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.