Sales Funnel Dashboard Template

The sales funnel is a visual guide that tells a story from the first call to the completed purchase and tracks the process using a pipeline!

At the beginning of the article, you’ll get a quick overview of how the sales funnel works. After that, you’ll learn how to build a sales funnel chart using Excel. Finally, you can download our ready-to-use template!

Table of content:

  1. What is a sales funnel and how does it work?
  2. Create sales funnel chart in Excel
  3. Sales Funnel Dashboard Template

What is a sales funnel and how does it work?

Let’s start with the most important thing. Sales Funnel has stages, and stages represent an activity.

  1. At the top of the sales funnel, a customer going to the store and window-shopping.
  2. A less or more percentage of these peoples makes a decision and step into the store. This is the next stage of the pipeline.
  3. Next, the customer looks around and checks a rack of shoes on clearance. If they find a perfect shoe, we are on the next stage of the funnel.
  4. Finally, the customer brings the decision at the end of the pipeline and completes the purchase. At this moment, we have reached the bottom stage.
sales pipeline demonstration

What are the stages of a Sales Pipeline?

We are using an abbreviation to keep in mind the four sales funnel stages: AIDA.

  • Awareness: In this phase, you need to catch your consumer’s attention. It might be a great blog post, a social media campaign. A sales toolbox is almost endless.
  • Interest: If your customer is in the interest stage of the funnel, they will compare the prices and think about their opportunities.
  • Decision: If your customer is in the sales funnel’s decision stage, the customer is ready to buy something from your shop.
  • Action: It is the bottom stage of the funnel. Your customer has decided and will definitely buy.

How to design a sales pipeline? If you are working with Excel, we can help you. So keep on reading and take a closer look at our solutions.

Create a Sales Funnel in Excel

We are lucky because the chart is one of the built-in chart types in Microsoft Excel. So you’ll need to do only a few steps to build your chart templates.

Steps to create a sales pipeline in Excel:

  1. Add data to two columns, one for a description and another for values.
  2. Select the range which contains data.
  3. Select the Insert tab on the ribbon, and choose ‘Recommended Chart.’
  4. Use the left pane to insert a new chart.
  5. Customize the chart if it’s necessary.
insert a funnel chart in excel

Okay, we all agreed it was quick. The result is a simple but useful chart. If you have an outdated Excel version, you can apply VBA programming to create the same graph. In the next chapter, we’ll introduce our latest sales funnel template.

Stay tuned.

Sales Funnel Dashboard Template

Now it’s time to show you a real-life example! The dashboard uses the best practices and conditional formatting, linked pictures, and grids to provide a quick sales performance overview.

A picture is worth a thousand words, so let’s see the solution for measuring sales activities:

sales pipeline excel template

The first section is a custom sales pipeline chart, and we built it using UDT.

How to track a conversion rate using sales funnel?

Conversion rate is one of the crucial metrics, but it’s easy to calculate. First, divide the total number of conversions by the total leads. We measure this metric using percentage, so multiply the result by 100.

You have ten small widgets for key performance indicators.

The spreadsheet uses the following KPIs:

  • Revenues
  • Profit
  • Orders Placed
  • Conversion Rate
  • Customers
  • Purchased items
  • % Profit
  • Monthly growth
  • Average Sales / Customer
  • Average Ticket Sales

Good to know: These are not hard-coded metrics. Jump to the ‘Data’ worksheet and change the built-in types if you want to create something else. It’s easy!

Download the practice file.

Istvan Vozar

Istvan is the co-founder of Visual Analytics Ltd. He writes blog posts and helps people to reach the top in Excel.