Overview

Map and analyze your marketing or sales funnel visually with this funnel visualization template. From awareness to conversion, this template gives marketing and revenue teams a shared canvas for tracking stage volumes, identifying drop-off points, and aligning on where to focus optimization efforts.

Key Features

• Multi-stage funnel shape with percentage and volume fields per stage
• Stage labels customizable to your specific funnel (Awareness, Interest, Decision, Action or MQL, SQL, Opportunity, Closed)
• Drop-off rate indicators between stages
• Benchmark comparison zone for target vs. actual stage performance
• Optimization notes section for capturing improvement ideas per stage

How to Use

1. Label each funnel stage using the Text tool — customize to your specific funnel model
2. Add volume and conversion rate numbers to each stage's data fields — use real data from your analytics or CRM
3. Calculate and display the drop-off rate between each stage — highlight the biggest drop using a red sticky note flag
4. Add benchmark or target values next to actual values so the gap is immediately visible
5. Use the optimization notes section to capture specific hypotheses for improving each stage's conversion — assign owners using the Text tool or Cards

Benefits

A funnel you can see is a funnel you can improve. When the whole team looks at the same visualization, the debate shifts from "which stage is the problem" to "here's what we're going to do about it."