7+ Sales Flowchart Examples & Templates


Flowcharts refer to maps or visual diagrams of a process. A well-defined sales flow chart offers a stepwise description by using standardized symbols joined together by arrows and lines. They show relationships that exist between steps.

A sales flowchart details the steps that are involved from the start of a sale all the way to the time that you close the deal. This document contains best-in-class sales flowchart examples and templates that you can adapt to create your own diagram in only a matter of minutes.

Sales Flowchart Examples & Templates

1. Free Sales Flowchart Template

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File Format
  • Google Docs
  • Word
  • Pages
  • Editable PDF

Size: A4 & US

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This free sales flowchart is a powerful but simple to use flowchart template that enables you to easily create a professional-looking sales flow chart quickly. With the template, you don’t need any kind of drawing. If you are a resource scheduler or a project manager and you want to create a flow chart quickly, just download this template. One of the top advantages of this template is that enables you to create a flowchart that makes it easy for you to visualize several signs of progress and their sequences in one document.  It enables stakeholders to understand the workflow fast and easily, and even figure out unwanted.

2. Sample Sales Flowchart

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  • PDF

Size: 23 KB

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This sample sales process flowchart shows steps as well as possible actions accompanying the sale of a service or a product. It can be included as part of a sales automation program or be used for analyzing existing processes. Sales teams may use this flowchart template to get clarification on the progress that has been made. It provides an easy visual guide to help members to instantly understand what to do step by step. If you are a sales manager and you want to craft a great-looking sales flowchart, this template is designed specifically for you. It is easy to edit and can be customized by adding your company name and logo among other things. Download it today and get started.

3. Sales Process Flowchart

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  • PDF

Size: 715 KB

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Here is a sales process flowchart that is designed to help you see the different steps that need to be taken to attain your objective, and outline the various advantages and disadvantages of each avenue. Also, this flowchart template can also help to point you to the cause of your problem. You just need to outline the cause-and-effect of every step in the process. This template is designed for resource schedulers and project managers, and it helps them to reduce the risk of overburdening members of the team and also to sequence events. This also helps them to eliminate unnecessary steps and save resources and time.

4. Sales Tax Flowchart

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File Format
  • PDF

Size: 84 KB

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Use this sample sales tax flowchart to design your flow diagram quickly and effectively. It uses standardized shapes and symbols that are to understand by all the stakeholders and team members. Available in an editable PDF file, the template can be downloaded instantly and help you to create your own document fast and without much hassle.

The template is easy to edit and doesn’t require the use of a specialized program to do so. Also, it is customizable, allowing you to add your company name, letterhead and other details that are unique to your business. If you need to create a flow chart diagram, just get this template on instant download.

5. Sales Accounting Flow Chart

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  • PDF

Size: 20 KB

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This is a digital sales accounting flowchart that acts as fantastic paperless documentation. This template gives you a high method of drawing flow charts. Also, it features all the necessary symbols used in standard flow charts. If you have been tasked with creating a flow chart, you can use this template as a foundation for the structure of your flowchart. You just need to customize the arrows, text and shapes to highlight your own problems and potential solutions.

Next time you want to create a sales flow chart, you do not necessarily have to do it from the ground up. Just download this template, make a few edits and you have your diagram. It is simple and extremely efficient.

6. Simple Sales Flowchart

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  • PDF

Size: 170 KB

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This is a simple sales flowchart diagram that you can use to break up a problem into parts that are easily definable. It displays a defined process that demonstrates the ways of solving a difficult problem. With this flowchart template, there are zero chances of you forgetting to include an important step will be skipped because all this is obviously represented in the diagram. This helps you to cut costs and also save time. The flowchart helps project managers to remove unnecessary steps in the process, and also errors. It only includes steps required to get to the tail end of a process. To get started creating a highly-effective sales flowchart, just download this template. It is easy to use and cuts on the time you need to create one.

7. Sales Flowchart in PDF

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  • PDF

Size: 89 KB

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With the help of this flowchart template, you can analyze a problem more effectively and come to a solution. The flowchart helps you visualize what action is necessary for each process. It uses standard shapes that all stakeholders will understand quickly. For instance, the beginning of a process is denoted by a rectangle having rounded edges. When you see a diamond shape, it means a decision is needed at that point. Also, a sales flowchart may use symbols showing the kind of media that the data is stored. For example, a rectangle that has a curved bottom shows that the document is in paper format. On the other hand, a cylinder symbolizes the medium of storage to be in a computer hard drive.

8. Sales Flowchart Example

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File Format
  • PDF

Size: 260 KB

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To create an effective sales process flowchart, you need to use programs that are specifically designed for the purposes of flowcharting. This template helps you create a sales flowchart quickly, and you can share it with those using PDF programs. This sales process flowchart can help you identify the lead, qualify the lead, establish solution proposal and negotiation.

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