Excel Productivity Guide
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In this real world, everything has a process. From Marketing to Production, Sales To Purchase everything has a stage. To make the process successful we need to track each and every stage.
And, to track a sales process, sales funnel chart is one the best tool you can use.
Just think this way.
You are a sales manager and your most important KRA is to create new business. And, you have a sales process with different stages for creating new business.
Search for the new Customers Call the customer Take Appointment Get Orders
The only possible way for you to track your process is to set up a sales funnel chart. Sales funnel chart not only describes the stages of the sale process but also provides conversion funnel for your new business.
So today, in this post, I will show you to how to create a sales funnel template in excel to track your process.
Here I have listed simple steps to create a sales funnel chart. We have following data table for this chart template. And, you can download this data table from here to follow along.
Congratulations, you made it.
Creating an in-cell sales funnel chart is simple and quick. Follow these simple steps.
Here is your funnel chart.
Using in-cell charting method to create sales funnel template in excel has only one drawback that you can’t remove gap width.
Using a sales funnel chart is one of the best ways of tracking a sale process. You can also add additional things in a chart as well, like conversion rate, pending percentage etc.
All the steps which I have mentioned above are simple and easy to follow. and, I hope you found it useful.
Now tell me one thing. Which method do you like? And, If you have any other method to create a sales funnel chart, please share with me in the comment box.