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.
AI Chart Template
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.
Chart preview
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.
Starting Revenue500000
New Customers120000
Upsells85000
Renewals60000
Churn-45000
Discounts-30000
Template
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
Use cases
Perfect Use Cases
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.
Customize
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.
Key Benefits
- Saves hours of manual chart building — start with a real sales data structure already in place
- Makes revenue storytelling effortless for non-designers and analysts alike
- Handles complex multi-period breakdowns with subtotals built right in
- Free to use with no sign-up required
Pro Tips
- Add a subtotal bar at the end of each quarter so viewers track cumulative progress without losing sight of individual revenue drivers.
- Group your 'decrease' items — churn, discounts, refunds — together to make the net retention story easier to communicate at a glance.
- Upload a CSV file (Pro plan) to auto-populate the chart directly from your CRM or finance export.
Start now
Create Your Own Sales Waterfall Chart
Turn your revenue data into a clear, compelling visual in minutes — free, no design skills needed.
or upload your data file
- Free to start
- No sign-up required
- AI-powered
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