When it comes to selling goods and services, there’s a bit of workflow planning involved. One of the many useful tools for such a task is the humble flowchart. By utilizing such a diagram, creating and presenting a sale process is more intuitive. Need to expedite your own chart’s creation? Then consider downloading one of our 100% customizable Sales Flowchart Templates! Customize our content to organize systems for car dealerships, warehouse outlets, and more. Each of these professional samples can even be used on macOS, as they’re compatible with Apple Pages. So, don’t keep waiting and download today—sort out your sales business’s internal control using our easily editable templates!
How to Make a Sales Flowchart in Apple Pages
A flowchart’s simple yet natural visuals make this diagram a very versatile piece of work process management (as explained by Chron, an online business publication). And so, whether you run a big or small business, implementing a flowchart goes a long way.
Every flowchart type consists of basic symbols for universal comprehension. If you’re wondering how to add these symbols in Apple Pages, feel free to read our tips found right below.
1. Set up a Proper Format for Your Sales Flowchart
To start, a bit of adjustment is required before working on the flowchart itself.
After opening a fresh document in Apple Pages, click on the Document icon just above the side toolbar (on the right). With the Document menu open, deactivate the Document Body option. After that, the document’s page is now ready for your chart’s creation!
2. Insert a Descriptive Title in Your Sales Flowchart
It’s important that readers immediately know what kind of chart they’re looking at.
Click on the Text icon (in the above toolbar) and then place a text box at the top of your page. Select the new text box and enter an informative title about your flowchart. For example, type in something similar to “Appliance Purchase Bookkeeping” or “Restaurant Inventory Procedure.”
3. Add Specific Shapes to Your Sales Flowchart
In your sales flowchart, there are certain symbols that represent different things. The first one is the oval, which is used for the chart’s starting and ending points. Next, there’s the rectangle, representing various tasks and actions. Meanwhile, inputs and outputs both use the parallelogram.
To give your flowchart its symbols, click the Shape icon in the above toolbar and pick them from the menu. Use click-dragging to set sizes when putting the shapes in place.
4. Decisions and Flow in Your Sales Flowchart
Sometimes, there are decision steps in a sales flowchart, which is represented by the diamond. When a decision is present, it branches into at least two separate paths.
Finally, when directing your diagram’s flow, incorporate interconnecting lines. Highlight two shapes with CMD+click and then go to Insert > Line. Choose either the Curve or Elbow Connection Line and the selected shapes now have a self-adjusting line between them.
With our handy tips, putting together a workflow diagram is as simple as 1-2-3! And if you want customizable samples for your own use, go ahead and download our Sales Flowchart Templates!
