How to Create a Funnel Chart in Excel

How to Create a Funnel Chart in Excel
  1. Set up your data.
    • Create two columns: one for the stages in your funnel and one for the values associated with each stage.
    • For example, if you are creating a sales funnel, your stages might be “Website Visitors,” “Leads,” “Opportunities,” and “Closed Won.” Your values would be the number of people in each stage.
  1. Select your data.
    • Click and drag your cursor over the data you want to include in your funnel chart.
  2. Insert a funnel chart.
    • Click the Insert tab on the ribbon.
    • In the Charts group, click the Waterfall, Funnel, Stock, Surface or Radar chart icon.
    • In the All Charts tab, scroll down to the Funnel chart and click it.
  1. Format your funnel chart.
    • To change the colors of the funnel sections, click on a section and then click the Format Data Series button.
    • To add data labels, right-click on the funnel chart and then click Add Data Labels.
  1. Customize your funnel chart.
    • To change the title of the chart, click on the chart title and then type in your new title.
    • To change the axis labels, right-click on the axis and then click Format Axis.

Your funnel chart is now complete!

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