Dynamic Sales Funnel Chart with Slicers

In this article you will learn how to create dynamic Sales Funnel Chart with Slicers. This Chart can be used in your business dashboard or presentations.

Table of Contents

Below are the data points which we have used to create this chart-

Below are the steps to create this beautiful Chart-

Create a pivot table using this data and move Identify, Validated, Qualified, Proposal and Won fields in Pivot table as given in below image.

Take the 3-support columns – Sale Stage, Count and Space as given in below image
For Sale Stage use formula “=TRIM(A4)”
For Count use formula “=B4”
For Space use formula “=(MAX($F$4:$F$8)-F4)/2”
Fill down the formulas.

Select all 3 support columns and insert a 2D Stacked Bar Chart form Insert Tab

Right click on the chart and click on “Select Data”
In the Select Data Source window, select the Space in Series and Click on Move up button.

Now Space series will be on left side.

Right click on Vertical axis and click on Format Axis.

In the Format Axis window just tick the “Categories in the reverse order” check box

Now our sale stage will be in proper order on the chart.

Remove the Horizontal Axis, Gridlines and Legend from the chart (Just select and press Delete)
Right click on the chart and click on Format Data Series.
In the Format Data Series window change the Gap Width as 0%

Go to the Insert >> Shapes>> Insert a Rectangle: Rounded corners
Change the radius of corners to make it maximum rounded
Right click on the rectangle and click on format shape.
Go to fill and select Gradient fill and select Stops and Color as given in below image.