How to build a Sales Funnel Spreadsheet [video]

Ever wondered how to build a sales funnel spreadsheet? This blog entails a few  simple tips about how to build one, and some clever insights into your funnel.

In a nut shell, don’t use a spreadsheet. If you really must however, be sure to follow five important steps.

  • Set up columns to track basic opportunity data including close date and amount
  • Create a stacked bar chart with clever formatting including a hidden field ‘spacer’ to center your bars
  • Add columns for each stage in the buyer’s journey, including ‘leaked’ formatted for date to calculate lag by stage
  • Learn how to analyse for lag and leakage by stage
  • Add fields for sales person and lead source and compare lag and leakage by these new values

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