How to Create a Funnel Chart in Excel (Sales funnel based on Excel data)

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In this easy-to-follow Excel tutorial, you'll learn how to create an eye-catching sales funnel chart. Perfect for visualizing sales processes, this video is tailored for everyone, from Excel beginners to advanced users.

Here's a sneak peek of what's inside:

- Step-by-Step Guide: Follow a clear, step-by-step process to transform your data into a visually appealing sales funnel chart in Excel.
- Creative Solutions for Older Excel Versions: Learn a clever workaround using a bar chart for those using older versions of Excel.
- Customizing Your Funnel Chart: See how to change colors and make your chart more readable, ensuring your data stands out.
- Innovative Use of SmartArt: Find out how to incorporate SmartArt into your funnel chart for a unique, professional look.
- Ensuring Dynamic Data: Watch how to ensure your funnel chart updates automatically with changes in data.
- Final Touches: Learn how to adjust the Gap Width and add finishing touches to perfect your chart.
Quickly learn how to create a sales funnel chart in Excel.

In this tutorial I show you how you can tweak the existing funnel chart to make it look more like a funnel. I do this with the help of Smart-art in Excel. I use the Pyramid Smartart, adjust it to fit the number of categories needed for the funnel and then convert the Smartart to a shape. Watch the video to see how you can copy these shapes into the chart and adjust the look of the funnel.

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For me it’s crazy how the help menu for most applications have never been helpful.

You and a few other people (excelisfun) are the best excel content providers on YouTube.

Finally the reason why most people hated school was because the teachers while knowledgeable couldn’t relay the information in a way that was engaging, informative and easy to understand.

Thanks again for all ur hard work

joefromdc

Thanks for the funnel fun : ) Great Task Pane Clipboard Trick!

excelisfun

Leila, you bring simplicity to complex situations. Your style of teaching is approachable and with ease. Great tutorial!

sidneyjohnson

Not a chart I would use at work but it is always amazing to see what one can do with Excel.

ckokse

Thanks to my Excel Teacher, . You are making us to become MAD OF EXCEL by your special methods. Salutations.

gopalakrishnarao

Leila madam you're jus fabulous in teaching excel ...No one can beat you...love u alot ...U bring awesomeness to excel God bless you madam

santoshgnaga

Great.. clipboard picture trick was new for me.. Thanks

sushantjoshi

I always like working through these videos, it really helps with my Excel development.
I even did one of Leila's courses on Udemy which led to me getting skilled enough to pass a MOS Excel certification!

petemurphy

I m pretty much enjoying watching your video . You are awesome Leila .

AbhishekTripathidce

Hi Leila.. great funnel chart video and cool tip with the clipboard to get different shapes representing the chart series. Your ideas and solutions are always so creative and clever. Thumbs up!

wayneedmondson

Leila, you saved my career, thanks a gazillion.. love you loads❤️

shraddhayadav

I really like this video.
I like your channel because your creativity is very innovative and interesting. This type of funnel chart is so good.
Thanks to sharing this.

anshuiway