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CHART OF FUNNEL SALES IN EXCEL
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Excel-functions
The sales funnel – is the tool for analyzing and optimizing the
business process. The concept describes and demonstrates the Formulas and
psychology of the consumer. Not all people who see the ranges
advertising of the product will become real customers. Some of
the potential buyers are not interested in the goods. Part - will Formatting
go to competitors. The rest part can not be arranged by the
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price.

How to calculate the number of consumers of a product to make Charts in Excel

a business profitable? How to collect statistics on sales? The
Pivot Tables
funnel allows you to control all these processes.
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THE FUNCTIONAL CAPABILITIES OF THE news

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INSTRUMENT

1 The meaningful control over the transition process

of a potential buyer to a transaction.

2 The visualize of conversion for each stage. You

can see how the sales funnel fills in - you can
analyze the effectiveness of the promotion
channel.
 3 You can predict how to fill out the stages in a
month, two, three... On the basis of forecasts, a
sales volume plan is drawn up for each manager,
for the enterprise as a whole.

4 The sales funnel allows you to analyze the

performance of each manager, sales department.

STAGES OF THE FUNNEL

Number and content depend on the type of business. In
diagram form the sales funnel looks like an inverted pyramid.
The symbolic demonstration of the «entrance-exit» of
customers: not all people interested in the product will reach the
purchase. A part of potential buyers will refuse from the
transaction at this or that stage.

At each stage work their own laws, that determine to the

behavior of a manager in relation to the potential consumer of
the goods. The task of any stage is to bring the client to the next
step.

In general, the funnel includes the following sections:

1 The widest part –there is potential customers

(everyone who saw the advertisement, learned
about the product, went to the site, etc.).

2 All those customers, with whom the first contact

happened (call, meeting, presentation, registration
on the site, etc.).

3 Customers who are interested in the product (there

is feedback from them).

4 Clients who have concluded the contract.

5 Customers who paid for the product (payment

confirms that the transaction is completed).

Data is taken from the results of statistical studies, sales

department reports, managers, databases.
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HOW TO MAKE THE SALES FUNNEL IN EXCEL

There are no ready-made tools for creating the funnel in Excel.
Nevertheless, it can be done.

First, we'll make the nameplate with statistical data:

The next step – we calculate the conversion at each stage. To

do this, we divide the value of the current section by the value of
the previous one and in the cell with the result we set the
percentage format:

Next, you need to go to the «Insert» tab - SmartArt drawings. Of

the proposed options, the most obvious is the «Pyramid».
The standard pyramid with three elements is appeared.

There are 4 sections in our example – so let's add one more

element. Put the cursor in the text area and press Enter.

You can enter any text - at this stage it does not matter.
Automatically, another element appears in the pyramid.

Change Colors, select: «SMARTART»-«DESIGN»-«Change

Colors»-«Colorful – Accent Colors».
The preliminary layout is ready. You can play with colors, styles.
For example, to make the pyramid three-dimensional.

In the next step, we combine the cell values in the A column

(names of sections) with the cell values in the B column (the
quantitative expression of the sections). We do this with the
ampersand symbol.

To substitute this data in the layout, you need to convert the

object in the SmartArt format to a regular shape. Without this
step, we will not be able to automatically update the shape
when making changes to the table.

To do this, click the «Convert to Shapes» button on the

«SMARTART»-«DESIGN» tab.
Now take turns clicking on each cell – we click on the line of
formulas – we make the link to the merged cell. We get such the
simple funnel:

Consider how to calculate the sales funnel in Excel in another

way.

For example, let's take another table of values:

Using the REPEAT function, we create the following figure:

All values are 100%. The function has put as many predefined
elements as the proportion of each value in the total value.

Let's give to the diagram a familiar look of the funnel:

This effect can be achieved with font formatting and alignment.

THE DIAGRAM «FUNNEL SALES» IN EXCEL

We use the same table with data. We select the range A2:B6.
Go to the «Insert» tab. In the «Charts» group we select «3-D
100% Stacked Column».

Right-click on the diagram. Choose the «Format Data Series»

and check the box opposite the «Full Cone».
Next, we go to the «CHART TOOLS»-«Format» tab. We find the
«Current Selection» menu, open the list and select the «Vertical
(Value) Axis». The next step is to open the «Format
Selection»-«Format Axis»-«AXIS OPTIONS». We select to the
vertical axis of values and to tick the «Values in reverse order».

If necessary, to merge all the cones into one with the

accumulation of indicators, go to the «Working with diagrams»
menu, then to the «CHART TOOLS»-«DESIGN» tab and click
on the «Switch Row/Column» tool to swap the values of the
axes.

We add the data captions. We remove the grid, the legend, the
axes and format it at our discretion.

We get the funnel of sales. When you make changes to the

table, the height of the funnel elements will change
automatically.

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The notation. If you need to make a flat diagram, then on the

«Rotate the 3D shape» tab we set the X and Y axes to zero
values.
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