A while ago, our reader Shay emailed me a Sales Funnel chart template.
I had to create a sales funnel for my company and I looked all over the internet to see how to do what I needed to do. I couldn’t find anything. I tried your funnel chart as well but because my numbers are all over the place I couldn’t get it to work for me.
I get so much information from you that I decided to share this chart with you. I used the shapes drawings to create the funnel graphic and the camera tool to place the values in each shape. I used formulas in the original data so that I will not have to recalculate every month.
I took the liberty of making little changes to Shay‘s funnel chart template to make it even better. Here is how the funnel looks like.
How to use this Sales Funnel Chart?
Using this funnel chart is child’s play when you compare with creating actual funnel of $ 1.371 Bn.
Just download the sales funnel chart template. Go to Data sheet and plug in the numbers. And your funnel is ready.
How is this Funnel Chart setup?
There are 2 components to this funnel.
The blank funnel:
This is nothing but a drawing of funnel made with several cylinders. You can create such a funnel by using drawing tools in Insert ribbon.
The Numbers:
All the numbers (and text) you see in the chart is made using a bunch of text boxes. Each text box refers to one value in Data sheet. Once all the text boxes are added, we just adjust their formatting and our funnel chart is ready.
Download this Sales Funnel Chart
Click here to download the Excel workbook. The file contains 4 different funnel formats. Just plug in your funnel numbers to go.
Thanks to Shay
Many thanks to Shay for creating this and sharing with us all. If you liked this funnel chart, please say thanks to Shay.
Do you use Funnel Charts?
Back when I was working with an IT services company, sales funnel is a key part of our monthly scorecard. We would use the funnel get a view of our sales process, how it has fared compared to last month, year and whether we are in a good shape to reach our annual goals.
What about you? Do you use funnel charts? Share your experience with us using comments.
11 Responses to “Fix Incorrect Percentages with this Paste-Special Trick”
I've just taught yesterday to a colleague of mine how to convert amounts in local currency into another by pasting special the ROE.
great thing to know !!!
Chandoo - this is such a great trick and helps save time. If you don't use this shortcut, you have to take can create a formula where =(ref cell /100), copy that all the way down, covert it to a percentage and then copy/paste values to the original column. This does it all much faster. Nice job!
I was just asking peers yesterday if anyone know if an easy way to do this, I've been editing each cell and adding a % manually vs setting the cell to Percentage for months and just finally reached my wits end. What perfect timing! Thanks, great tip!
If it's just appearance you care about, another alternative is to use this custom number format:
0"%"
By adding the percent sign in quotes, it gets treated as text and won't do what you warned about here: "You can not just format the cells to % format either, excel shows 23 as 2300% then."
Dear Jon S. You are the reason I love the internet. 3 year old comments making my life easier.
Thank you.
Here is a quicker protocol.
Enter 10000% into the extra cell, copy this cell, select the range you need to convert to percentages, and use paste special > divide. Since the Paste > All option is selected, it not only divides by 10000% (i.e. 100), it also applies the % format to the cells being pasted on.
@Martin: That is another very good use of Divide / Multiply operations.
@Tony, @Jody: Thank you 🙂
@Jon S: Good one...
@Jon... now why didnt I think of that.. Excellent
Thank You so much. it is really helped me.
Big help...Thanks
Thanks. That really saved me a lot of time!
Is Show Formulas is turned on in the Formula Ribbon, it will stay in decimal form until that is turned off. Drove me batty for an hour until I just figured it out.