In this real world, everything has a process and to make that process successful we need to track each and every stage of it.
Take an example of the sales.
Let’s imagine, 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.
Here, the best way for you to track your sales is to use a sales funnel chart.
A sales funnel chart not only describes the stages of the process but also provides conversion funnel for your new business.
And in today’s post, I’m going to show you exact steps which you can use to create sales funnel chart in Excel. Well, not just sales you can use this funnel chart in any process.
And now, let’s get started.
You have following data table for this chart template which you can download from here to follow along.
Congratulations! you made it.
Creating an in-cell sales funnel chart is simple and quick, here are the steps.
Your in-cell funnel chart is ready.
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 you have used above are simple and easy to follow.And, if you don’t want to put efforts you go with an in-cell version.
I hope this tip helps you to get better at charting.
Now tell me one thing. Which method do you like the most? And, if you have any other method to create a funnel chart, please share with me in the comment box, I’d love to hear from you.
And, please don’t forget to share this tip with your friends.