Multi-level Sales Funnel on a Butterfly Chart in Excel

An interactive multi-level sales funnel allows you to analyze sales performance in detail at each stage of the customer journey. Professional sales managers or marketers often use complex funnels with many stages. For visualizing such systems, we suggest using the butterfly chart format in Excel. It makes the structure clear, symmetrical, and convenient for comparing positive and negative performance indicators.

Interactive Sales Funnel Template in Excel

Specialized sales require specialized tools. Each professional has their own sales methodology. Sales funnels evolve and deliver higher conversion rates through carefully designed customer journey steps from attraction to deal closure. Sales scripts must consistently guide the customer through every step of the process. At the same time, every metric at each stage must be recorded and presented in reports to improve final performance.

Excel provides you with the ability to create such a tool. This video tutorial demonstrates all stages of developing a multi-level sales funnel in the form of a butterfly chart:

Create a horizontal clustered bar chart in Excel.
Move all cursor columns to the secondary axis.
Enable reverse order for the primary and secondary Y-axes.
Use a shape to create the background design of the visualization.
Add pivot table slicer buttons to control the chart.
Create a clean column style with rounded edges.
Adjust the design, position, and size of the central control buttons.
Presentation of the butterfly chart for a multi-level sales funnel.

See how effectively the butterfly chart is applied on a multi-screen dashboard:

DMultifunctional dashboard for analyzing sales performance in Excel

The butterfly chart for a multi-level sales funnel in Excel helps reveal weak and strong stages of customer interaction processes. This type of visualization simplifies data comparison, improves analytics quality, and helps identify growth opportunities. Use this approach to make your funnel analysis more accurate and visual.

Download the multi-level sales funnel in Excel