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.
27 Responses to “Sum of Values Between 2 Dates [Excel Formulas]”
I would apply a filter and use function subtotal, with option 9. This way you can see multiple views based on the filter.
hey Chandoo, the solutions you proposed are very efficient, but if I wanted to be fancy I would do it this way .. the references are as your example workbook.
=SUM(INDIRECT("C"&(MATCH(F5,B5:B95)+4)):INDIRECT("C"&(MATCH(F6,B5:B95)+4)))
I like things simple:
=SUMIF(B5:B95,">="&F5,C5:C95)-SUMIF(B5:B95,">"&F6,C5:C95)
use something like: =SUM(OFFSET(B1,0,0,DATEDIF(A1,D1,"d")))
and have D1 be the date that I want to sum to.
In Excel 2003 (and earlier) I'd use an array formula to calculate either with nested if statements (as shown here) or with AND.
{=SUM(IF(B5:B95>F5,IF(B5:B95<F6,C5:C95,0),0))}
Note that I truly made this for BETWEEN the dates, not including the dates
I turned the data set into a table named Dailies.
I named the two limits StartDate and EndDate.
And used an array formula:
{=SUM((Dailies[Date]>=StartDate)*(Dailies[Date]<=EndDate)*Dailies[Sales])}
If I would still be using the old Excel I would do it as follows:
SUMIF($B$5:$B$95,"<="&H6,$C$5:$C$95)-SUMIF($B$5:$B$95,"<"&H5,$C$5:$C$95)
Works as simple as it is.
Regards
=sum(index(c:c,match(startdate,c:c,1)+1):index(c:c,match(enddate,c:c,1))
=sum(index(c:c,match(startdate,b:b,1)+1):index(c:c,match(enddate,b:b,1))
Great examples and thanks to Chandoo. You have simplified my work.
Hi! great tips I have found in your page, have you seen this
http://runakay.blogspot.com/2011/10/searching-in-multiple-excel-tabs.html
[...] I'm not sure I understand your question fully, but have a look at this: Sum of Values Between 2 Dates [Excel Formulas] | Chandoo.org - Learn Microsoft Excel Online [...]
Thank you! Thank you! Thank you!
=SUMIF(A2:A11;">="&B13;B2:B11)-SUMIF(A2:A11;"<"&A11;B2:B11)
awesome... thank yoo Chandoo!
which is most efficient and fast, if all are efficient ?
Thank you for this formula, I've just spent ages trying to find something to work on my data, I knew it would be possible! Don't care if others think there are easier/other ways to do it, you explained it so I understood it and could apply it to what I was doing so I'm happy!
The above said example is awesome for calculating values between dates,
can you pls let know how to calculate sale values if we have 10 sales boys for
ex: 1,rama
2,krishna
3,ashwin
4,naga
5,suresh
how much rama sale value between 1/jan/2015 to 10/jun/15
how much krishna sale value between 10/jan/2015 to 15/july/2015
i think you understood can you pls let me know the formula for how to calculate the sale between diffrent sale man sale value from master data file
Thanks,
Nagaraju
Hi
I have a list of people's names in column A, I have a list of dates in column B which records the dates they have been off sick, in column C I have either 1 if it is a full sick day or 0.5 if it is a half day.
What I would like to do is to add up the number of dates a specific person has been off within two dates.
For example, I want to look at my list of names and to find Joe Bloggs (column A), then add up all his sick days (column C). The start date will be in cell E1 and the end date will be in F1.
If this possible using SUMIFS?
List of names are in range A2:A100
List of dates in B2:B100
List of sick days (either 0.5 or 1 in C2:C100
The start date is in cell E2
The end date is in cell F2
Your help would be greatly appreciated.
Yes, with the help of SUMIFS you can have the solution.
Note: you need have an extra col. D2 where you will input Name of the person.
=SUMIFS(C2:C100,A2:A100,D2,C2:C100,">="&E2,C2:C100,"<"&F2)
Col. A Col. B Col. C Col.D Col. E Col. F
Name Date Sales
ABC 28-Jun-11 1 MNO 28-Jun-11 25-Sep-11
XYZ 29-Jun-11 0.5
MNO 30-Jun-11 1
PQR 1-Jul-11 1
Typo ERROR / Correction in formula:
Yes, with the help of SUMIFS you can have the solution.
Note: you need have an extra col. D2 where you will input Name of the person.
=SUMIFS(C2:C100,A2:A100,D2,B2:B100,">="&E2,B2:B100,"<"&F2)
Hi
I have a list of people's names in column A, I have a list of dates in column B which records the dates they have been off sick, in column C I have either 1 if it is a full sick day or 0.5 if it is a half day.
What I would like to do is to add up the number of dates a specific person has been off within two dates.
For example, I want to look at my list of names and to find Joe Bloggs (column A), then add up all his sick days (column C). The start date will be in cell E1 and the end date will be in F1.
If this possible using SUMIFS?
List of names are in range A2:A100
List of dates in B2:B100
List of sick days (either 0.5 or 1 in C2:C100
The start date is in cell E2
The end date is in cell F2
Your help would be greatly appreciated.
Viv
@Viv
Can you please post the question in the Chandoo.org Forums
http://forum.chandoo.org/
Please attach a file so that a specific answer can be delivered.
Thanks for this - it solved the problem that I was having. However can someone please explain to me why the "" needs to be around >= and <= as well as why we need to add & in order for the formula to work? Thanks in advance!
This formula works perfectly as well. Any ideas?: =SUM(INDEX(C5:C95,MATCH(H5,B5:B95,1)):INDEX(C5:C95,MATCH(H6,B5:B95,1)))
ikkeman had posted the same thing.
I am trying to sum total a range of cells between date ranges ie column n has $ amounts column d has the transaction dates ie 1/3/2015 or 25/3/2015 or 25/4/2015 column b has the text saying drp or distribution - reinv
In another cell I am trying to sum or total (in column n) with the value of a range of different dates (column d) that contain different text (column b) ie cell n48 is 50, n65 is 85, n165 is 36
with the dates ie cell d48 is 1/3/2015, d65 is 25/3/2015 and d165 is 25/4/2015
with different text that says drp or distribution - reinv ie cell b48 is drp, b65 is distribution - reinv, b165 is drp
If I wanted to sum the amounts between 1/3/2015 to 31/3/2015 with drp then the total would be 50. Also if I wanted to sum the amounts between 1/4/2015 to 30/4/2015 with drp the sum total would be 36 If I wanted to sum the amounts between 1/3/2015 to 31/3/2015 with drp and distribution - reinv the sum would be 115
What would the formula be for these different questions
hope you can help, it has been driving me nuts and cant work it out