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If you often confuse funnels with pipelines, especially for sales, let’s resolve this conundrum once and for all!
“Sales pipelines are designed from the team’s viewpoint, while the sales funnel is created from the customer’s. A sales pipeline evaluates how leads are fetched and converted to paying customers. Sales funnels, however, tend to evaluate the psychology of the ideal customer who’s on the lookout for your business-like products and services and wants to purchase them.
To explore tools and templates useful in implementing sales pipeline, check out this blog!
In this current topic of discussion we’ll focus on funnel dashboard templates and try to understand their many uses across business areas!
Where are Funnels Used For?
Do you want to demonstrate the conversion of processes in the most simplified way? Use a funnel diagram. A detailed funnel diagram draws a relationship between input and output involved and the underlying interchange between them. Thus, a funnel diagram performs the dual function of direction and filtration, ensuring only the best, resilient, desirable, and sustainable outputs are released. Another business tool that you can explore to obtain similar results is the inverted pyramid. Check out our interesting blog on inverted pyramid templates here.
A funnel diagram has many uses in day-to-day business operations to the point that it is sometimes simulated, linked to a real-time software, or converted into an algorithm-based processor. Sales funnels, such as lead magnet funnel, webinar funnel, tripwire funnel, email funnel, video funnel or the live demo funnel are some types common to digital marketing. A funnel can also be programmed to evaluate business operations. For instance, staffing, and conducting seamless processes of on-boarding or onboarding employees is simplified with funnel diagrams. With its diverse uses in guiding, evaluating, and delivering best results, only a funnel dashboard would be feasible at accommodating those findings and sharing updates.Â
In this regard, check out the best and the most-downloaded list of funnel dashboard templates that your business must possess!
Grab these 100% editable and content-ready funnel dashboard templates that will simplify your sales and HR operations. Download now!
Template 1: Recruitment Funnel and Application Source Dashboard
Maintain this funnel dashboard for staffing and recruitment purposes. Track live applications and their status along established recruitment funnels to comprehend the status of candidates who have applied. Design a recruitment funnel that defines steps from receiving applications to hiring. Track monthly metrics of hiring, efficiency of hiring alongside in this PPT Dashboard. You can also track application sources, reasons for offer decline, and total count of numbers. Represent this crucial data with this dedicated funnel dashboard template. Download now.Â
Template 2: Staffing Dashboard Snapshot With Recruitment Funnel
Create a recruitment funnel and track aspects of staffing, while monitoring application sources using this dashboard template. Track month-wise data as you subject applications to a pre-designed recruitment funnel as shown in this design-ready PPT Template. With this PowerPoint Dashboard, track the efficiency of the hiring process by observing the status of all applications and the reason for decline. Track such critical factors with dedicated graphs and charts of this funnel dashboard. Download now.Â
Template 3: Monthly Hiring Dashboard with Recruitment Funnel
Invest in this monthly hiring dashboard template and review the efficacy of your recruitment funnel. Monitor monthly metrics of applicants hired and number of days dedicated to hiring. You can also track real-time data on applications pet hire, cost per hire, and open positions. Track your recruitment on these performance-indicating variables with this dedicated funnel dashboard template. Download now!Â
Template 4: Tracking Customer Sales Funnel Dashboard
Create a customer sales funnel to understand the ratio of total market to the sales generated using this funnel dashboard template. Monitor the flow to track the number of prospective customers and leads generated. Finally, you can tally this data to record sales volume and total market for your business products. Use fully-editable bar graphs and funnel diagrams to portray this data with maximum impact. Download now.Â
Template 5: Human Resource Recruitment Funnel Dashboard With KPIs
Download this content and design ready human resource recruitment funnel dashboard to track parameters related to hiring. Use this PPT Design to segregate the male: female ratio of hirings as applicants filter through a pre-designed recruitment funnel till they are onboarded. This PPT Dashboard also categorizes applications based on their ages and to present this information via dedicated graphs and charts. Download now.Â
Template 6: Dashboard Snapshot Of Recruitment Funnel And Key Metrics
Use this funnel dashboard template to present clear metrics related to company recruitments. Created a color coded funnel diagram to identify key steps of this funnel and track important information for each step. Moreover, track all job openings, department hirings, including real-time expenses as you link this dashboard to a software. Graphs embedded in this PPT Dashboard are designed to categorize applicants based on their age and gender. Download this data-intensive PPT Dashboard today!Â
Template 7: Salesforce CRM for Lead Funnel Dashboard
Use this PPT Template post analysis of the sales funnel. Record leads generated via platforms and expected marketing revenue with dedicated graphs and charts as shown. Monitor the non-converting leads and categorize them based on their reasons for non-qualification. This PPT Template is wonderful at tracking performance of sales personnel and recording how they fared in fetching, converting, or wasting leads. Download this information-intensive PPT Layout now!Â
Template 8: B2B Lead Marketing Funnel DashboardÂ
Use this lead marketing funnel dashboard to evaluate and study the leads that fall under your business radar. Clearly, specify and update total spend on garnering these leads, fetched from media, event, emails, and inbound marketing. Following this use a detailed funnel diagram to understand the filtering of leads into Marketing Qualified Leads (MQLs), Sales Qualified Leads (SQL) and the filtered actual customers. Meanwhile you can also keep a close watch on cost per lead obtained from sources pointed out in this PPT Template. Download now.Â
Template 9: Email Campaign Dashboard With Conversion Funnel
Create an email funnel for your business and report findings with this dashboard template. Monitor the ratio of emails sent, opened, clicked, and converted with a dedicated funnel diagram as shown. You can also monitor the segment wise comparison of the different types of audiences listed under email marketing. Finally, this data can be tallied for active campaigns to report email metrics like open rate, unsubscribe rate, etc. Employ this ready-made PPT Design to record and report these parameters with maximum impact. Download now.
Template 10: Staffing Dashboard Presenting Recruitment Funnel
Monitor staffing operations of your staffing company with this funnel dashboard template. Report the live statuses of prominent metrics like open positions, new roles, candidates placed, and commissions received by linking this dashboard design to a real-time software. Finally track the satisfaction rate of clients and candidates and rate. Showcase the general process of staffing in serving clients by fetching talent and report the real-time numbers of CVs submitted, CVs approved, interview held, and candidates onboarded. !
Download these Excel-linked funnel dashboard templates and streamline important processes pertaining to email, sales, staffing, and office operations.Â
PS: Employ our strategic planning templates listed in this blog to make goal defining, roadmap laying, resource allocation and timely review pave the way to efficient strategic planning.Â
