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Project overview
In this project, you’ll step into the role of a data analyst exploring conversion funnel trends for a company’s leadership team. They want to understand which marketing channels, locations, and customer personas drive the most value in terms of volume and conversion rates.
Using Tableau, you’ll build interactive dashboards that uncover insights and allow the leadership to explore the data themselves. You’ll apply data visualization best practices, incorporate dashboard actions and filters for interactivity, and use annotations to highlight key findings. By the end, you’ll have a professional, usable dashboard ready to present to stakeholders.
Objective: Build an insightful, interactive Tableau dashboard to analyze conversion funnel data and share actionable findings with the leadership team.
Key skill required
To complete this project, it's recommended to build these foundational skills in Tableau
- Building basic charts like bar charts and line graphs in Tableau
- Employing color, size, trend lines and forecasting to emphasize insights
- Combining charts, tables, text and images into dashboards
- Creating interactive dashboards with filters and quick actions
Projects steps
Step 1: Introduction
Step 2: Explore the data in a table
Step 3: Conversion Rate Over Time
Step 4: Conversion by Channel and Persona
Step 5: Create The Dashboard
Step 6: Add Dashboard Actions
Step 7: Add a Dashboard Filter
Step 8: Find Insights and Annotate
Step 9: Exporting And Exporting Options
Step 10: Next Steps
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