Sales charts and graphs templates

This vast collection of charts has all the communication and tracking tools you need for work, school, home, and play. Find a flowchart in a variety of styles, colors, and time periods to set a schedule and mark milestones on a project of any size.

A flow chart can include different details, such as task ownership and start and end date, and different functions, such as auto updates. For processes involving multiple teams, a cross-functional flowchart is a jargon-free way to describe complex actions and define responsibilities.

This collection also includes a classic Gantt chart in a variety of layouts, and other Excel chart templates that are ready to edit. Chart templates for more personal use include retirement planning charts, diet and exercise logs, event timelines, family tree charts, travel itineraries, seating charts, even a tournament bracket.

Explore chart templates to find what works for you. Explore premium templates Bring your ideas to life with more customizable templates and new creative options when you subscribe to Microsoft Milestone infographic timeline.

Agile Gantt chart. Minimal organization chart. Explore premium templates. We are using variance charts in everyday work in Excel. Comparing the planned value with the actual value is your goal if you are in sales.

The chart template is based on a modern report. Using a simple drop-down list, you can take a closer look at the sales performance by year. We recommend you using Excel form controls to create advanced dynamic charts. With the help of a drop-down list, you can show two different periods on the same chart.

It can be helpful if you have a small space for your chart. The conditional color chart template is an interesting experiment for extending Excel toolbox. So far we could mostly have the opportunity to use Excel conditional formatting function with cells, and with a little thinking we can easily make a spectacular Excel chart template also.

What is this all about? When we color or assign distinctive signs the cells than we talking about conditional formatting.

Would you like to see some great interactive charts and templates? With the help of these, the graphs speak for themselves. We were working hard to create better and diverse data visualizations for you. Let us see the details: the sample data set is simple. There are income, expenses, and profit is the difference between these two. In the last column, you can find the differences in percent. The template uses linked picture technic.

Small, Simple, Smart, Quick are the words that first come to mind when we think about an excel template or excel dashboard. Many people or even excel gurus think it is astoundingly complicated workflow to create an excel dashboard. We hope that after you have reached the end of the article and tried the excel template, again take a big step toward getting to know the possibilities of Excel.

As you will see, there are no limits! The sunburst chart comes in Excel The template is great if you are using a higher level of data visualization. In the example, you need to show hierarchical data in a circular format. On the graph, each level of the hierarchy is represented as a ring. In the article, we will show all the advantages of this smart chart: the items on the top-level show up in the inner ring.

Sub-categories are displayed as outer rings. Segments in each ring are sized proportionally using a value series. All right; starting with the basics, let us see how the sunburst chart template is good! Excel Treemap Chart was introduced in Excel What if you are using Microsoft Excel ?

Our new chart utility is ready to use and works fine with Office With its help, you can create new — never-before-seen templates. Compare the sales by years, manage the risks easily! From now on, you can create advanced heatmaps with zero programming skills. Otherwise, time-consuming tasks will turn into a daily routine. You will see why the treemap chart is universal.

The radar chart shows multiple categories scoring, risk, or sales on one graph. The solution, in a nutshell: All groups turn into points on the graph. The distance from the center displays the value of the score in the given category.

A line connecting each data point in the category represents the data source. Multiple data sources become multiple colored areas on the chart.

This guide will show you how to build a spider chart. The free editable worksheet is available for download! From Excel , you can use a new chart type named sparklines. Sparkline is mini charts located in single cells. Each cell shows a series of data in your range. It helps bring meaning and context to numbers being reported.

Select the data and insert chart! This type of graph — compared with classic chart templates — is meant to be embedded into what they are reporting. To create new styles, use the Design tab on the ribbon and customize your sparklines to match whatever visual style you need.

If you find a space-saving method, use sparklines instead of charts. Gantt chart templates are useful tools for managing and scheduling projects in Excel. If you want to build a graph, you have two options. With a few steps, you can turn a simple bar chart into a Gantt Chart. In this case, Chart Formatting is important.

As first, right-click on any of the bars on the chart to modify existing charts. Remove extra spaces between the graphs using the Gap Width. Your sales pipeline is vital to the ongoing success of your conversion-closing, sales-boosting strategies. Without successfully optimizing every stage or phase of your pipeline, your initiatives will become inefficient, and you will lose out on sales across channels.

As one of our most valuable sales tracking charts, open pipeline value provides a clear, concise, and color-coded snapshot of the monetary value linked to every stage of your open sales funnel. If you notice that one stage of your funnel is underperforming in terms of value, it will have a knock-on almost domino-like effect on the other phases, meaning you will see your return on investment ROI dwindle over time. But by working closely with this invaluable sale chart, you will be able to nip any potential issues in the bud and take the right course of action to boost value - as well as efficiency - throughout your pipeline.

Another pipeline-based sales chart template, this aesthetically balanced visualization offers an at-a-glance breakdown of value according to the specific products or services you offer your clients or customers. By tracking this in conjunction with the open pipeline value, you will gain a clear understanding of how well each service, package, or product is performing and attribute it to appropriate phases of your pipeline.

Using this sales graph regularly will also help you understand where to focus your resources according to your goals. For instance, by tracking this metric, you might find that closing several lower-value subscriptions is more profitable than focusing on high-value subscriptions. This powerful revenue graph creates an accessible timeline that showcases the ongoing value your contracts are driving to the business.

The ACV sales performance graph features all revenues from a contract, including one-time fees and monthly or annual fees relating to client agreements, subscriptions, or bookings. Analyzing this sale graph frequently will empower you to understand how many contacts you will need to reach your specific sales targets while pinpointing any trends that show a dip or rise in value - data that will help you make strategic tweaks to further boost your revenue.

An invaluable sales trend analysis chart for any modern business. Last but certainly not least, this insightful sales graph serves up a wealth of invaluable information concerning your future sales figures as well as the performance of your sales representatives.

By leveraging the insight of historical trends and data, this powerful data visualization will help you understand where the value lies within your sales pipeline while making concrete decisions to maximize conversions, engagement, and performance on a consistent basis.

When you do this, you will accelerate your business growth. Number 12 on our list is a sales graph example that offers a detailed snapshot of sales conversion rates. This sales graph enables you to understand how effectively your team is converting leads to opportunities and opportunities to closed deals, both on an overall basis and for each sales manager.

It also lets you see how many leads you are contacting, and gives you a granular step-by-step breakdown of how many people make it to each stage of your sales funnel.

This lets you see what areas you should focus on. If you enjoy working with databases, you can easily create this graph with the help of SQL reporting tools. The lead conversion ratio is one of the most important metrics for any sales team, regardless of niche or industry. If your lead conversion rate is on the mark, you can rest assured that your sales pipeline is healthy. On the contrary, a poor lead conversions rate will show you that your sales pipeline needs immediate attention. When it comes to your lead conversion ratio, every industry is different.

While a one percent ratio might be healthy for one business, it might be detrimental to another. As such, setting a clearly defined baseline is essential for benchmarking success.

Do this right, and you will start to see positive results. This intuitive, easy-to-navigate KPI is an effective sales graph with territory managers and will keep you in the loop concerning your conversions at all times, keeping you alert, responsive, and efficient on a daily basis. In the digital sales landscape, the quality of your leads matters. With so many prospective revenue-generating sources and touchpoints to consider, getting an accurate gauge of your lead-to-opportunity is vital.

Cue this handy lead quality-centric revenue growth chart. Based on the BANT principle Budget, Authority, Need, and Timeline requirements , this priceless sales-based online data visualization will tell you the likelihood of a potential lead turning into a paying customer.

Your lead-to-opportunity ratio will give you a definitive insight into the number of leads you need to remain on track with your general revenue targets. By gaining access to this invaluable information, you will be able to streamline your strategies for optimum success on a consistent basis - which is essential in today's fast-paced business environment.

Once you've qualified a lead, it's still important to understand whether it's likely to result in a bonafide sale or deal. This easy-to-digest KPI is the way to do so. This essential chart will give you a definitive gauge of how your sales team or managers are performing in terms of closing deals or accounts - a crucial metric for ongoing growth, evolution, and success. While some sales reps are naturals at converting discussions or conversations into sales or account conversions, others may struggle.

If you know when and how to help your sales reps convert discussions into revenue-boosting opportunities, you're likely to see your income soar. This sales chart example is designed for accelerated business growth. This is a really fun interactive sales graph, as it lets you see your revenue and sales according to the different time periods that you select.

In particular, the monthly view is extremely helpful. However, being able to see that May is your best month for sales can lead to actions like doing a new marketing campaign in April to boost sales even further. A revenue graph that is worth exploring on a monthly basis by utilizing a modern KPI reporting software.

This line graph lets you see how your different payment methods tracked over the previous year, both compared to each other and on an objective basis. This sales graph would be great if you just rolled out a new payment option like Paypal, or if you used Square at a booth to take payments and you wanted to see how much revenue was being brought in through these options.

You can also quickly and easily see overall revenue trends by month. For example, in this graph, overall sales dipped quite a bit in September before climbing up to normal and then higher than normal levels in October and December. An invaluable sales graph for managers, this revenue chart template hones in on potential business leads throughout the funnel.

Visually balanced with a mix of at-a-glance information, this dashboard has everything you need to monitor and make the most of your sales opportunity from a variety of sources while making vital operational improvements to your processes.

Featuring charts and data for direct performance comparisons as well as deeper pockets of information on how to generate revenue from various sources, this powerful online dashboard will also help your team squash inefficiencies while pouncing on opportunities as they emerge. Opportunities come and go swiftly, so you must seize them at the right time - which is where this business intelligence dashboard offers so much value.

One of the most pivotal KPIs in our sales opportunity dashboard is a sales graphic that will help improve your sales management activities exponentially. By gaining a clearcut insight into fresh sales opportunities and purchase volume, you will be able to formulate effective initiatives while spotting any potential bottlenecks early in the funnel.