Lead to Win Conversion

⬅ Go back to dataset topics

Q: What is the conversion rate from Lead to Win?



Part 1: Build the activities you need


Every dataset is built by assembling activities. If you don't already have activities built, you'll need to create them before you assemble your dataset.

Activities Needed


Similar Activities You Can Use


TIP: Browse Example Transformations from each data source.



How to Create an Activity

👉 If you already have these activities you need you can skip to Part 2

Note: source and source_id have been replaced by anonymous_customer_id since this was recorded. Learn more.


What's in this video?

  • 0:00 Intro
  • 1:04 Create a New Transformation
    • 1:29 Define the SQL
    • 2:50 Specify the Columns in SQL
    • 6:22 Save, Validate, and Push to Production
  • 7:13 Update the Activity Details
  • 8:30 Monitor its Processing
  • 8:40 Use the Activity in Dataset

Need more info? Check out the Activity Transformation Docs or email us at [email protected].


You created your first activity in Narrator. Keep up the good work! 👏



Part 2: Assemble the dataset


Let's use those activities to start building your dataset!



You did it!

Congrats!! You created your first dataset with Narrator. 🎉




BONUS: What can I do with my dataset?



References from the Video




Need Help?


Our data team is here to help! Here are a couple ways to get in touch...

💬 Chat us from within Narrator

💌 Email us at [email protected]

🗓 Or schedule a 15 minute meeting with our data team




What’s Next

Continue exploring other datasets or move ahead to fully set up your data system.