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How To Create a Sales Chart Template In Excel

how create a sales funnel template in excel

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. 

How To Create a Sales Funnel Template In Excel

Instant Access: Download this PDF guide to learn this step by step process.

Steps To Create a Sales Funnel Chart

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.

Data To Create a Sales Funnel Template In Excel

  •  Now, first of all, insert a dummy data column.

Add A Dummy Column To Create a Sales Funnel Template In Excel

  • In dummy data column, insert this formula  =(MAX($I$4:$I$7)-I4)/2 and drag down.

Dummy Column To Create a Sales Funnel Template In Excel

  • To set up sales funnel just selects the data and insert a stacked bar chart.
  • Now, you have a chart like this.

Insert a Bar Chart To Create a Sales Funnel Template In Excel

  • From here, we need the following customization to transform this chart into a sales funnel chart.
  • Now, select vertical axis & change category in reverse order. Format  Axis → Axis Options → Axis Position.

Change Category In Reverse Order To Create a Sales Funnel Template In Excel

  • After that, select data bar for dummy data and remove fill color and border from it.

Remover Color From Data basr To Create a Sales Funnel Template In Excel

  • In the end, select data bars and change gap width to 0%. Format Data Series → Series Option → Gap Width.

Change Gap Width To Create a Sales Funnel Template In Excel

  • So, you have neat and clean sales funnel chart to use as a template.

Create a Sales Funnel Template In Excel

Congratulations, you made it.

[Bonus Tip] Steps To Create a Sales Funnel Chart Using REPT Function

I have already mentioned that I am a big fan of in-cell charting. Let me show you how can we use rept function to create a sales funnel template in excel.

Creating an in-cell sales funnel chart is simple and quick. Follow these simple steps.

  • Take data in a simple form.

Use Rept Function o Create a Sales Funnel Template In Excel

  • In blank column enter this formula =REPT(“|”,D4/2) and drag down.
  • And, change the text alignment to the center for bars.

Here is your funnel chart.

In-Cell CHarting Method To Create a Sales Funnel Template In Excel

Using in-cell charting method to create sales funnel template in excel has only one drawback that you can’t remove gap width.

Sample File

download sample file to learn about sales funnel chart

Conclusion

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.


  • In-cell chart approach is so simple and elegant. Thanks for sharing. I am yet to understand the purpose of ‘divide by 2’ in the formula. I will keep thinking.

    • Puneet Gogia

      Hey Indzara, It’s nice you found it useful.
      Dividing by 2 is just a matter to decrease the width of the bar.

      • Got it. That’s what I thought. May be it could be a formula based on the range of data instead of ‘2’, Either way, very good tip.

        • Puneet Gogia

          Thanks Dinesh for your words.

          Cheers,
          PG