Boost Sales with an Interactive Sales Pipeline Funnel Graphic

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hello and welcome to the video by Trump Excel I am somewhat Bansal and in this video I will show you how to create a sales funnel chart in Excel here I have a summary of a sales pipeline stages I have five stages here identified validated qualified proposal and one and these are the deal values of all the deals which are in these stages now to create a sales pipeline funnel chart I would first insert a column here so I would insert a column and here I would create some dummy data now the first cell which is for identified I would put the dummy data as 0 and for these four I would use a formula so let me select all these four cells and I would type large and from these values I would hit f4 to lock this I would find the largest values I've used large formula which takes two arguments first is this array and then I specify the gate largest value and here I say I won the first largest value and I would subtract the adjacent value in that stage so in this case it would be this cell which is cell c3 and now I would divide this entire value by 2 and I'll show you why I'm creating this formula but as soon as I press ctrl enter I have these values here now I would use all these values these sales stages dummy data and deal value to create the pipeline funnel chart I would select all these I would go to insert and here I would go to a bar chart and I would insert a stacked bar chart now you can see that it already looks like a funnel but an inverted funnel my first step would be to change this and invert this I would press ctrl 1 so it opens the format access pane you can also right click and select format access and here I would select categories in reverse order and as soon as I do this it would change these stages it would reverse these categories so now identified as at the top I would simply select these blue bars and I would make that color so I would select this in series option and I would make the fill as no fill so that I do not have these visible now you can see that it starts looking like a funnel I would right click on these red bars which is for the deal value bars and I would click on format data series and here I would reduce the gap width to zero and when I do this you can see that now these are all stacked up perfectly if you do not want 0 if you want some gap between these you can change the value from here and you can see it will be visible here as of now there is a small gap but I don't want it I would keep it at 0 and now my sales funnel chart is almost ready all I need to do is remove some chart junk so I would remove this legend I would remove these gridlines I would remove this axis as well and I can name this chart as a sales funnel and maybe I can specify the value the so I can specify that these values are in thousand dollars now I can simply format it a little bit more I can maybe change these colors to good blue color and give it a border as well so I may as well go for a dog gray border and I can add data labels to it so as soon as I add data labels you can see that it has all the deal value numbers here if you want you can format these data labels so I press control 1 to open format data labels dialog box and here within number you can specify a format as of now it says link to source I would remove this and I would use a format here so maybe I would say 0 comma because I want these in millions and I can simply add em here and now when I edit you can see that here it has changed to 265 million if you want to change it and maybe save 0.0 and maybe add a dollar in front then you can do that as well and it will show you that format so this is how you can quickly create a sales funnel chart in Excel I hope you found this video useful thank you and have a nice day