Sales funnel is a very common business chart. Here is a simple bar chart based trick you can use to generate a good funnel chart to be included in that project report.
Download the Sales Funnel Chart – Excel Template and learn it by playing with it.
1. Get your sales data ready
The first step is to get your sales data ready for a funnel chart.
For this we take a normal phase-wise sales data and add a dummy series to it. The dummy values tell excel how far each of the sales figures should be moved away from y-axis to get the funnel effect.
The dummy values are calculated using a simple formula like =(some_large_number – funnel_size_at_that_phase)/2, In our case, I have used 150,000 for the large number.
We will also add a total column.
Tell me again, why are we using dummy series?
In order to create the funnel effect, we must move each of the bars in such way that they are all centered vertically. To do this, we take a large number and subtract funnel value from that and divide this by two. How it works ? well, that you can figure out while sipping coffee 😀
2. Create a simple bar chart with the columns Total and Dummy
Once you are done, the bar chart should look like this.
3. Now adjust bar overlap and gap width settings to create a funnel effect
Select the bars by clicking on them, and right click and go to format data-series. In the resulting dialog, go to options and adjust “series overlap” and “gap width” settings in such way that series are completely overlapped and gap is ZERO.
Once you do this, the chart should look like this.
4. Adjust colors and add labels
Select the dummy series and fill it with white color or make it transparent. Add data labels and you have a sparkling funnel chart ready.
Next time use this in your sales presentation to the boss and see everyone having a discussion.
Download the Sales Funnel Chart – Excel Template and learn it by playing with it.
6 Responses to “A quick personal update”
Thank you for the personal update. It was quite encouraging and a breath of fresh air in my Inbox. Take care and stay safe.
David
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Consume lot hot liquids like tea, soup, and sip of hot liquid every 20 min
Gargle w antiseptic of lemon, vinegar, & hot water daily
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Hang dirty clothes in sunlight/cold overnight or wash immediately.
Wash metal surfaces as it can live on them 9 days
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Wash hands foaming 20 sec every 20 min
Eat fruit/veg and up zinc levels.
Animals do not spread it
Avoid common flu
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If feel sore throat do above immediate as virus is there 3-4 days before descends into lungs
Would love help with my database mgt in excel.
Thanks for being thoughtful of us.
BTW How do you track your expenses/income in excel? Can you share the worksheet please.
Stay safe you and your family, best wishes.
Thanks for the update and happy to know that you and family are doing good. A 21 day lockdown has now been announced in India (I live around Kolkata) so it's uncertain times ahead. I check up on your wonderful articles often and will do so even more regularly now. Stay safe and God bless.
Hi from Argentina, I follow you for a lot of years now. We here are in a quarantine for 2 or 3 weeks, because the pandemia.
Excel is also my passion and I came here looking for a Num2Words formula, but in spanish. If anyone have it, please let me know.
Best regards.
Pablo Molina
La Rioja - Argentina
I'm glad to have your personal update. I'm from India & following you for so many years. Cheers to have any further personal update.