Funnel Chart for Sales Pipeline — B2B CRM Stage Conversion & Velocity
A sales pipeline funnel chart models sequential CRM deal stages as tapering horizontal tiers ($V_1 \ge V_2 \ge \dots \ge V_k$) to measure stage-to-stage win progression and overall lead-to-close conversion.
Tip: Paste Excel or Google Sheets rows (Ctrl+V / ⌘V) directly into any cell.
| # | Label | ||
|---|---|---|---|
| 1 | |||
| 2 | |||
| 3 | |||
| 4 | |||
| 5 | |||
| 6 |
Overall Lead-to-Win Rate = (ClosedWon / MQL) * 100%. Stage k Advance Rate = (Stage_k / Stage_{k-1}) * 100%. Required MQLs for target wins W: MQL_req = W / (WinRate).
Chart Design & Use-Case Tips
- 01Overall Lead-to-Win Rate = (ClosedWon / MQL) * 100%. Stage k Advance Rate = (Stage_k / Stage_{k-1}) * 100%. Required MQLs for target wins W: MQL_req = W / (WinRate).
- 02Enter either Opportunity Count or Unweighted Pipeline Dollars ($K) across your sequential CRM stages.
- 03Hover over each stage to inspect both cumulative conversion from MQL and step-over-step stage advance rate.
- 04If conversion drops sharply between Technical POC and Proposal, focus sales enablement on POC success criteria.
Frequently Asked Questions
Should I plot deal count or dollar value in a sales funnel?+
Both are valuable: plotting deal count reveals stage qualification bottlenecks, while plotting dollar value highlights whether large enterprise deals stall at specific stages.
What is a healthy B2B SQL-to-Closed-Won rate?+
Across B2B SaaS, Discovery/SQL (Stage 3) to Closed-Won (Stage 6) typically ranges between 15% and 25% depending on average contract value (ACV).
Can I add a 'Security & Legal Review' stage?+
Yes, click '+ Add Row' in the Data Workbench to insert custom stages matching your exact Salesforce or HubSpot pipeline.