Free Sales Funnel Chart Template for Excel
Free sales funnel chart template for Excel with conversion-rate calculations built in. Native funnel chart plus a fallback for older Excel. No email wall.
Free Sales Funnel Chart Template for Excel
Search for a sales funnel template and you’ll drown in two things: lead-capture forms that want your email before they’ll hand over a file, and “funnel templates” that turn out to be CRM trackers — long lead lists with a status column and no chart in sight. This is neither. It’s an actual funnel chart template with the conversion-rate math already built in, and it’s a free download with no signup at the bottom of this page.
The distinction matters. A funnel chart’s whole point is to show where deals leak out of your pipeline. A list of leads can’t do that; a chart with conversion rates can. Here’s what you’re getting and how to read it.
What the template contains
The workbook is built around the one question a funnel chart should answer: at which stage are we losing the most deals?
It includes a stage table with six sample pipeline stages — from raw leads down to closed-won — and realistic counts, so you can see the shape before you replace it with your own.
| Stage | Leads | Stage Conv | Overall Conv | Value |
|---|---|---|---|---|
| 1. Raw Leads | 1000 | - | 100% | $50,000 |
| 2. Qualified | 600 | 60% | 60% | $30,000 |
| 3. Demo | 300 | 50% | 30% | $15,000 |
| 4. Proposal | 150 | 50% | 15% | $7,500 |
| 5. Negotiation | 90 | 60% | 9% | $4,500 |
| 6. Closed Won | 45 | 50% | 4.5% | $2,250 |
A stage-to-stage conversion column showing what percentage of each stage advanced to the next. This is where the leaks show up. A funnel that drops from 900 to 520 between two stages is telling you something specific about that handoff.
A overall conversion column showing what fraction of the top of the funnel reached each stage — your true lead-to-close rate at the bottom.
A weighted value column that multiplies the count at each stage by your average deal size, so you can see not just how many deals but how much money is sitting at each stage.
And two charts: a native funnel chart for Excel 2019 and Microsoft 365, plus a stacked-bar fallback for older versions that don’t have the native funnel chart type.
How to use it
Once the file’s downloaded, making it yours takes a couple of minutes.
- Rename the stages in the blue cells to match your pipeline — whatever your actual sales stages are called.
- Type your lead counts into the blue Leads column, top to bottom, largest at the top.
- Set your average deal value in the blue cell. The weighted value column uses it to show money-at-stage.
- Read the conversion columns. Stage conversion tells you where deals leak; overall conversion gives you the headline lead-to-close rate. Both calculate themselves.
The charts update as you type. No macros, no add-ins.
Native funnel chart vs the fallback — which you’ll use
Excel’s approach to funnel charts changed, and which method you use depends entirely on your version. The template handles both, but it’s worth understanding the difference.
If you’re on Excel 2019 or Microsoft 365, you have a native funnel chart type. Select your stage names and counts, go to Insert > Charts > Funnel, and you’re done — Excel centers and tapers the bars for you. This is the right method, it’s two clicks, and there’s no reason to do anything more complicated. The template’s data is laid out so this works immediately.
If you’re on an older version (Excel 2016 or earlier), there’s no native funnel chart, so you fake one with a centered stacked bar chart. The trick is a helper column — the template calls it “Padding” — that calculates the empty space needed on each side to center each bar. You plot the padding as an invisible series and the counts as a visible one, and a stacked bar chart becomes a funnel. The template includes this helper column pre-built and the fallback chart already assembled, so you don’t have to work out the padding math yourself.
We mention this because a lot of funnel tutorials teach only the stacked-bar hack, even for readers who have the native chart type sitting right there. If you’re on a current version, ignore the padding column entirely — it’s there for the people who need it, not for you.
Download the template
Here’s the file, with the stage table, conversion formulas, weighted-value column, and both charts ready to go.
No email wall, no locked cells. Overwrite the blue cells and your funnel is done.
Where to go from here
A funnel chart is one view of your pipeline. If you want to see conversion rates, deal value, rep performance, and trend over time on a single screen, that’s a dashboard rather than a standalone chart — and our KPI dashboard template for Excel gives you a twelve-chart starting point you can drop a funnel into.
If you’d rather build the funnel chart from scratch and understand every step — including the native chart type and the stacked-bar fallback in full — our how to make a funnel chart in Excel tutorial walks through it properly.
And if you’ve concluded that Excel funnels are more fiddly than they’re worth, particularly for something you’ll present regularly, there are dedicated tools that do this better. We’ve rounded up the genuinely free options — with honest notes on what “free” actually excludes for each — in our guide to the best free charting tools for small businesses.
Frequently asked questions
Is the template free with no email required? Yes. Click the link, get the file. No signup, no watermark.
Which Excel versions does it work in? All of them from Excel 2016 onward. Excel 2019 and Microsoft 365 users get the native funnel chart; older versions use the built-in stacked-bar fallback that’s already assembled in the file.
What’s the difference between a funnel chart and a sales pipeline tracker? A funnel chart visualizes how many deals survive each stage, so you can spot where the pipeline leaks. A pipeline tracker is a list of individual deals with statuses. Different tools for different jobs — this template is the chart. Many “sales funnel templates” online are actually trackers with no chart at all.
How do I read the conversion columns? Stage conversion is the percentage of one stage that advanced to the next — low numbers flag a weak handoff. Overall conversion is the percentage of the very top of the funnel that reached that stage, so the bottom row is your true lead-to-close rate.
Can I add or remove funnel stages? Yes. Insert or delete rows inside the existing stage table and the conversion formulas adjust. If you add a stage at the very bottom, extend the chart’s data range once to include it.
Why is there a “Padding” column I’m not using? It’s the helper column that centers the bars for the older-Excel stacked-bar fallback. If you’re on Excel 2019 or Microsoft 365 and using the native funnel chart, ignore it — it does no harm sitting there.