The Funnel chart is not a great novelty. In one of the earlier posts there were words about how to graphically represent the sales funnel, and what’s new is that this chart, that previously existed only in Office365 and Office Online editions, became part of Excel 2019. The Funnel chart is most useful when we want to display values (quantities, amounts) in relation to a certain business phase, and how to do it will be shown in the following scenario.
In addition to my passion for Excel my great love, and partly my job, is Customer Relationship Management (CRM). One of the most important CRM charts for tracking sales is the Sales funnel. Every salesman likes to see it on his dashboard at the beginning of working day, because with one look he can conclude whether the sale is standing or advancing. Funnel does not exist as a standard chart. It is created by modifying the 3D Column chart, and how to do it you will find out in the text that follows …