A call center has requested to review their sales conversion data for the month. The analyst working on this request is trying to identify the chart that will effectively present the data, which includes: the number of leads, the number of calls made, the number of calls completed, the number of customers interested and the number of sales.
What chart should the analyst use to show the values across each stage of the pipeline?
A funnel chart is best suited for displaying values across different stages of a process. In the context of the sales conversion data for a call center, the funnel chart can effectively show the progression from leads to calls made, calls completed, customers interested, and finally sales. This chart type visually represents how the numbers decrease at each stage, making it easy to identify where the biggest drop-offs occur in the sales pipeline.
The CBDA guide does not explicitly state what Funnel charts are used for. I researched it and this is my conclusion: Funnel Chart (B) Purpose: Funnel charts are specifically designed to show the flow or stages in a process, making them ideal for visualizing conversion rates or stages in a sales pipeline. Application: In the context of the call center data, where there are multiple stages (leads, calls made, calls completed, customers interested, and sales), a funnel chart effectively displays the decreasing values at each stage, highlighting drop-offs and conversion rates between stages.