Sales planning
Sales Funnel Visualizer
Enter how many records you have at each stage and see the funnel, the conversion rate between stages, how many are lost and which step is weakest. Download the chart as a PNG.
Your stages
Enter the number of records that reached each stage
| Step | Converts | Drops off | Lost |
|---|
How to use it
- Rename the stages to match your process.
- Enter the number of records at each stage for one period.
- Read the rate between stages and the weakest step.
- Download the chart as a PNG for a report or presentation.
Common questions
What is the biggest bottleneck?
The step with the lowest conversion rate. It is a place to look first, not proof of the cause.
Should every stage be a subset of the previous one?
Yes. Count only the records that came through the earlier stage in the same period.
Is my data uploaded?
No. Numbers and the chart stay in your browser.