From the course: Excel for Sales Professionals

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Funnel charts

Funnel charts

From the course: Excel for Sales Professionals

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Funnel charts

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- [Narrator] One of the most frequent requests from sales people that we get is how to generate a funnel chart in Excel that shows how many opportunities or orders are in each stage of the sales process. And thankfully, Excel 2016 has the ability to do this without a lot of hassle. Right now I'm in the 0407 funnel charts file that's in the chapter four folder. And you see here I have a nice, neat little table that shows me each sales stage and then I've got the number of opportunities in each stage. And to create a funnel chart, I'm just going to press Alt + F1 just to get any old chart up there. And then I'll go over here, change chart type, and then I'll choose funnel and that is definitely the kind of chart I'm looking for as I hover over this preview, and then I'll click OK. And there we go, we have a pretty good looking funnel chart. I want my account numbers to be shown here so I'm gonna check out these presets up here and see if any of these can help me out. Looks like this one…

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