Sales funnel graphic help

[kelack]

Hi all

Wonder if you could help me with something, I am trying to create a pipeline funnel report and need a decent sales funnel graphic - my manager likes the one on this site:

http://www.b6group.com/suggestions/the-results-leader-210

Can anyone help with how I go about creating one?

 

[dod]

how do you record the sales process, and what do you record (enquiries/leads/proposals/sales etc?) just now?

 

[Alastair]

Smart Art has some useful diagrams. I can see a similar pyramid diagram but no funnel in the standard set.

 

[kelack]

At the moment, we just have a crudely drawn bitmap four stage funnel with cells over the top with our figures in (it's in a business objects report)

 

[Alastair]

It is possible to get a basic funnel shape using Visio that can be editted to include custom text in each section. It's 2-dimensional though.

 

[kelack]

Thanks Alastair, I googled SmartArt and see that it's Office 2007.......only have 2002 here at work! And I don't have Visio

I'm not too fussed about the text as I need to use the cells in Business Objects

 

[dod]

if you are prepared to spend a little bit have a look at ACT. Doesn't have to be the most up to date version but it's good at pipeline reporting, this is one of mine just now.

 

[kelack]

I doubt they will want to but thanks anyway. All it is needed for is this one pipeline report, we use Business Objects for all our reporting

 

[SarahLee]

Does it have to be 3D like the one in the link that you showed us?

If not, you can put together a fairly decent funnel diagram in Powerpoint using the autoshapes if you spend a little time on it. Add some graduated shading etc. to give it a more professional feel.
That's what we're using for ours at work - then same as you, imported into Business Objects and overlaid transparent reporting cells onto it.

 

[BigSoy]

Easy enough to draw one in Powerpoint or Word using Autoshapes (trapezoid, rotate through 90o, copy, paste and scale down 4 times to get your funnel).

If you get really stuck could probably throw up an example at some point over the weekend.