Sales Waterfall Chart Template
Instantly visualize your sales revenue breakdown — from opening figures to year-end totals — with a ready-to-use waterfall chart that makes every win and loss unmistakably clear.
What This Template Offers
A fully configured sales waterfall chart that maps every revenue movement — new customers, upsells, renewals, churn, discounts, and refunds — from your opening balance to your year-end total.
- Color-coded bars for growth (green), losses (red), totals (blue), and subtotals (purple)
- Pre-built data covering new customers, upsells, renewals, churn, discounts, and refunds
- Dollar-formatted value labels on every bar for instant readability
- Subtotal breakpoints to segment and compare performance across periods
- Vertical layout with grid lines for clean, presentation-ready output
Perfect Use Cases
Quarterly Sales Reviews
Break down how revenue moved across the year, spotlighting which drivers grew the top line and where leakage occurred. Ideal for sales leadership presentations.
Investor and Board Reporting
Give stakeholders a transparent, step-by-step view of revenue composition — from starting ARR to final bookings — with no ambiguity about what drove the numbers.
Churn and Retention Analysis
Quantify the exact dollar impact of churn, cancellations, and refunds alongside growth from new deals and upsells to build a complete revenue health picture.
Sales Team Performance Dashboards
Show reps how their new-customer wins, upsells, and enterprise deals contribute to overall revenue targets in a single, easy-to-read visual.
How to Customize
Replace the sample data
Edit labels and values directly in the data table — add a row for each revenue driver in your business and set each as an increase, decrease, subtotal, or total.
Adjust colors and layout
Use the Color Settings panel to match your brand palette, switch to a horizontal layout for wider reports, and toggle grid lines or value labels on or off.
Export or share
Download a high-quality PNG or SVG for slides and docs, copy an embed code for your website, or share a direct link with your team — all in one click.
Why Choose This Waterfall Chart Template
Key Benefits
Pro Tips
Create Your Own Sales Waterfall Chart
Turn your revenue data into a clear, compelling visual in minutes — free, no design skills needed.
Create Your Own Sales Waterfall Chart
Turn your revenue data into a clear, compelling visual in minutes — free, no design skills needed.
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