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Report Author: Sai Pravallitha Vemireddy
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This CRM Sales Analysis Power BI Report helps users analyze funnel performance, monitor conversion stages, and understand how leads move through the sales process.
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How to use a PBIX template
Preview the interactive report, download the PBIX file, open it in Power BI Desktop, and replace the same data connection with your own dataset.
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Open in Power BI Desktop
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Connect your data
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Refresh and adjust
Refresh the model and update fields or visual were needed.
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