Financial Decks

Financial Decks

Visualize your results with ease


Slide Content

The slide is titled "FUNNELING LEADS" and it visually represents the process of lead qualification and conversion in the form of a funnel. The funnel is marked with the phrase "Incoming Stream" at the top and features different icons representing lead stages: blue for unqualified leads, light blue for qualified leads, orange for approached leads, green for promising leads, and teal for customers. This imagery serves as a metaphor for filtering leads from the initial interest stage down to actual customers.

Graphical Look

  • A large, dark blue funnel dominates the slide, wide at the top and tapering to the bottom.
  • Inside the funnel, there are multiple stylized human figures in various colors to indicate different types of leads.
  • A lighter gray banner spans the width of the funnel's top with the label "Incoming Stream".
  • To the right of the funnel, there are five circles, each containing a human icon that corresponds to the figures within the funnel.
  • Each circle on the right is paired with a label, identifying the type of lead it represents: "Unqualified lead," "Qualified lead," "Approached lead," "Promising lead," and "Customer."
  • The icons are color-coded to match each step of the process, with blue, light blue, orange, green, and teal colors used consistently between the funnel figures and the corresponding circles.

The slide uses a simple and clean design with bold colors to differentiate between the stages of lead processing. The use of iconography and color-coding makes the information highly digestible and visually engaging.

Use Cases

  • To explain the sales pipeline stages during a marketing or sales team presentation.
  • For training new sales representatives on the process of lead management.
  • In a strategic meeting to discuss improvements in the lead qualification process.
  • As a visual aid in a pitch to potential investors to demonstrate the customer acquisition strategy.

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