A sales funnel visualizes the journey a prospect takes to become a customer. It maps out the key stages and helps businesses identify opportunities to convert leads. Using a template can save ample time while optimizing this crucial process.
This guide explores 14 of the best sales funnel templates to boost conversions.
Why Use a Sales Funnel Template?
A sales funnel illustrates the path a potential customer takes from initial awareness to becoming a paying client. It covers everything from lead generation to closing the sale.
Key stages in a typical sales funnel include:
- Awareness – The prospect discovers a company‘s product or service
- Interest – Lead engages with content and expresses initial interest
- Decision – Quotes or demos are provided to move lead towards a purchase
- Action – Prospect makes purchase
Visual sales funnels make the customer journey explicit. This offers many benefits:
- Spot bottlenecks – See where prospects fall out to improve conversion rates
- Identify successes – Double down on stages with high conversion ratios
- Guide marketing – Tailor strategies to target awareness, interest etc.
- Forecast revenue – Estimate potential pipeline based on conversions
- Communicate process – Illustrate customer journey to internal teams
Building a custom sales funnel from scratch takes effort. Leveraging pre-made templates accelerates setup and provides best practices out-of-the-box.
This guide covers 14 excellent sales funnel templates spanning tools, presentations, spreadsheets and more.
1. Salesflare – Excel Funnel Template
Salesflare provides a straightforward Excel/Google Sheets-based sales funnel template.
Key Features:
- Convert leads, forecast revenue and improve processes
- Customizable stages and teams
- Set targets and upload data
- Auto-generated insights based on input data
This template handles the standard sales workflow. You can tweak it by adding/removing stages and personnel based on your sales process.
It‘s easy to populate with historical conversions and revenue data. The integrated Insights page then provides analysis on conversion rates, sales rep performance and more.
If you want an Excel template to visualize your baseline funnel metrics, Salesflare is a great starting point.
2. HubSpot – Free CRM Funnel Template
HubSpot offers a free CRM funnel template for users of its software.
It helps businesses:
- Manage contacts and track deal progress
- Identify key next steps for opportunities
- Forecast revenue and plan resources
- Get insights into sales performance
As a HubSpot customer, the template is pre-loaded for easy access. You simply add your pipeline data to visualize conversions.
Handy marketer-friendly features are also included e.g:
- Email tracking and templates
- Landing page/form builder
- schedulers and reminders
For HubSpot users, this is a zero-effort way to model your sales funnel.
3. Gong – Excel Funnel with Revenue Forecasts
Gong.io focuses its Excel template on tracking opportunities and forecasting revenue.
It helps to:
- Record details on sales prospects
- Score leads based on quality
- Estimate revenue potential
- Analyze conversion performance
The template buckets leads based on standard qualification criteria:
- Marketing Qualified Leads (MQL)
- Sales Qualified Leads (SQL)
- Customer
Users input key metrics like deal size, close date and win probability for each lead. The forecast summary then shows estimated revenue.
This gives clarity into expected conversions and sales based on the current pipeline. Helpful to align expectations across the organization.
Gong‘s template works for both new and mature sales teams. It captures essential sales funnel data to inform strategy and planning.
4. Backlinko – Multi-Format Funnel Documentation
Backlinko offers its sales funnel template in Word, PDF and Google Doc formats.
It‘s an informal, text-based template covering:
- The goal for each funnel stage
- Ideas to generate conversions
- Ways to drive targeted traffic
This template won‘t handle number crunching or forecasts. It‘s best used to document the conceptual stages and tactics underpinning your sales process.
The relaxed format lends itself well to brainstorming and iterating as you improve your funnel.
Use Backlinko‘s template to capture the methodology powering your sales machine from both marketing and sales perspectives.
5. SlideModel – Sales Funnel Presentation Templates
SlideModel focuses on sales funnel templates for presentations rather than functional analysis.
Some featured templates:
- Marketing funnel overview decks
- AARR SaaS metrics slides
- Consultative selling illustrations
- Customer testimonial graphics
These provide professionally designed visual aids to demonstrate the sales journey to leads and internal teams.
The presenter can focus on customizing key data points and messaging rather than building slides from scratch.
Leverage SlideModel for sales funnel decks to impress prospects and get organizational buy-in on your process.
6. Creately – Diagramming Software Templates
Creately offers easy-to-edit sales funnel templates for its online diagramming software.
Benefits include:
- Illustrate customer journey stages
- Analyze behaviors to improve conversions
- Export diagrams in various formats
- Real-time collaboration
Creately makes it simple to generate professional funnel charts without expert design skills.
It‘s ideal for teams collaborating on visualizing and enhancing their sales workflow. The end artifacts can be used to demonstrate the process to executives as well.
7. Simvoly – Tailored Sales Funnels
Simvoly provides 30+ sales funnel templates for an array of business models:
Some options include:
- Digital product funnels
- Physical product funnels
- Service sale funnels
- Membership site funnels
- Checkout page templates
The blueprints cover the workflow for driving targeted traffic to a conversion event. Users simply plug in their products, services and messaging.
For common ecommerce and SaaS models like One-Time-Purchases, Free Trials and Subscriptions, Simvoly has pre-built templates ready.
This saves teams the effort of designing industry-specific sales journeys themselves. Instead, they can focus on customizations to directly impact revenue.
8. You Exec – Presentation Decks
You Exec provides sales funnel templates tailored for corporate presentations.
These PowerPoint decks feature contemporary graphics depicting:
- The four core funnel stages
- Potential prospects
- Company needs analysis
- Proposed digital campaigns
Use cases include briefing leadership teams and aligning internal stakeholders on sales plans.
You Exec‘s templates enable employees to quickly compile professional presentations on sales analysis rather than starting from a blank canvas.
The classic flow combined with ample placeholder space makes it easy to adapt the deck to your unique business.
9. Get WPFunnels – WordPress Sales Funnels
Get WPFunnels offers pre-made WordPress sales funnels for popular site builders:
Templates are available for:
- Oxygen
- Divi
- Elementor
- Gutenberg
Businesses can leverage these to kickstart sales on their WordPress site with minimal setup.
Niche-specific options like Lead Gen, Tripwire, Product Launch and Viral Funnels make it easy to find an ideal flow for your offerings.
For WordPress-based businesses, browse Get WP Funnels for pre-optimized sales funnels tailored to your stack.
10. SmartDraw – Sales Funnel Charts
SmartDraw provides professionally designed sales funnel chart templates.
Benefits include:
- No drawing skills needed
- Auto-apply visual themes
- Share online with collaborators
- Free expert support
It‘s straightforward to import data and generate sleek sales analysis graphs for presentations and documents.
SmartDraw offers a wide array of other chart types as well – flowcharts, org charts, mind maps etc.
This powerful graphing software helps non-designers easily create boardroom-quality funnel visualizations.
11. SlideHunter – Sales Funnel PowerPoint Template
SlideHunter‘s Sales Funnel PowerPoint Template depicts the standard four-stage model.
It‘s designed to help communicate:
- Lead nurturing process
- Customer conversion journey
- Optimization opportunities
Editable elements make it easy to adapt the graphic-rich slidedeck to your messaging.
This template is handy for presenting analysis of your sales pipeline stages and performance to leadership teams.
Use it to align stakeholders on deficiencies impacting conversion rates and revenue growth opportunities.
12. Visual Paradigm Online
Visual Paradigm Online offers an intuitive sales funnel diagramming template.
It provides:
- Drag-and-drop funnel editing
- Real-time collaboration
- PDF, PNG and other exports
Easily create professional diagrams to communicate your sales journey, bottlenecks and improvement plans.
This cloud-based solution supports remote teamwork and makes sharing seamless.
An affordable option for illustration high-impact sales analyses tailored to your business.
13. Monday.com – CRM Sales Funnel View
Monday.com offers multiple sales funnel template options on its popular work OS.
Features include:
- Centralized tracking of deal progress
- Lead scorecards
- Sales rep performance dashboards
- Conversion metrics reports
It provides an intuitive visual interface to unify your deal tracking and sales data.
Handy no-code automation increases team productivity by reducing manual processes.
Monday.com helps streamline sales funnel analysis and enhance visibility for improved decision-making.
14. Moqups – Funnel Chart Diagrams
Moqups has an editable sales funnel chart template.
Benefits:
- Links to mockups and wireframes
- Real-time collaboration
- Version control
- Export multiple formats
It provides an intuitive canvas for mapping your sales journey‘s stages and conversion metrics.
The template connects contextual assets like prototypes and research data into a single project.
This unified perspective enables more informed decision-making around funnel optimization.
Choose the Right Sales Funnel Template
Sales funnel templates provide an easy way to visualize your process for converting leads.
This overview covered Excel, presentation, diagramming and niche-specific options to illustrate the sales journey.
When selecting a template, consider factors like:
User friendliness – How easy is it to enter/edit data?
Analysis – Does it generate actionable insights?
Visual Appeal – Will the output effectively communicate key information?
Collaboration – Can multiple teammates contribute simultaneously?
Customization – Is it flexible enough to match our sales flow?
Price – Are the advanced features worth the cost?
Leveraging an existing blueprint tailored to your needs accelerates setup and provides proven best practices.
A streamlined sales funnel allows you to spot deficiencies fast and continuously experiment to boost conversions.
Implement one of these templates today to kickstart visualizing and optimizing your all-important customer acquisition process.
