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

Submitted Lead (example SQL)
Closed Opportunity (example SQL)

Similar Activities You Can Use

Completed Order (example SQL)
Paid Invoice (example SQL)
Started Subscription (example SQL)
Closed Deal (example SQL)

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Note: source and source_id have been replaced by anonymous_customer_id since this was recorded.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