Create a Funnel Chart in Microsoft Excel

Funnel charts are a type of chart, often used to represent stages in a sales process and show the amount of potential revenue for each stage. This type of chart can also be useful in identifying potential problem areas in an organization’s sales processes. It is similar to a stacked percent bar chart.

For example, you could use these charts to show the number of sales prospects at each stage in a sales pipeline. Typically, the values decrease gradually, allowing the bars to resemble a funnel

Note that unlike a real funnel, everything that is “poured in” at the top doesn’t flow through to the bottom. The name only refers to the shape of the chart, the purpose of which is illustrative.

Note: This feature is only available in Excel for Windows or Mac if you have Office 2019, or if you have an Office 365 subscription

Before the start, do have a look on “What’s new in Excel 2019 for Windows“

Insert a Funnel Chart in Excel for Windows

Follow the steps below to insert the Chart in Excel for Windows

1. Set up your data like the above example. Use one column for the stages in the process and one for the values.
2. Select the data.
3. Click Insert > Insert Waterfall, Funnel, Stock, Surface or Radar chart > Funnel

Tip: In Excel for windows, use the Design and Format tabs to customize the look of your chart. If you don't see these tabs, click anywhere in the chart, and then the Chart Tools will appear at the top of the program

Insert a Funnel Chart in Excel for MAC

Follow the steps below to insert the Chart in Excel for MAC

1. Set up your data like the above example. Use one column for the stages in the process and one for the values.
2. Select the data.
3. On the ribbon, click the Insert tab, then click on the Waterfall chart icon and select Funnel.

Tip: In Excel for Mac, use the Chart Design and Format tabs to customize the look of your chart. If you don't see these tabs, click anywhere in the chart and the tabs will appear on the ribbon.

Insert a Funnel Chart in Excel for Android

Follow the steps below to insert the Chart in Excel for Android

1. Set up your data like the above example. Use one column for the stages in the process, and one for the values.
2. Select the data.
3. Click Insert > Chart > Funnel.

Read Also: Useful Excel Keyboard Shortcuts and Function Keys for Windows

If you have any doubt, feel free to contact.