How to Create a Sales Flowchart in Google Docs

Smallbusiness.chron.com explains that a flowchart is an efficient diagram that plainly conveys the intended procedures for carrying out one’s work. So, no matter how basic or complex a given workflow might be, a flowchart can help immensely--be the intake process of a warehouse, a small business’ internal control, or whatever else.

Plus, we’ve got a handful of quick and easy tips (below) on setting up a flowchart using Google Docs!

1. Use Docs’ Draw Function

After opening a new blank file in Google Docs, go to Insert > Drawing > New; a 2nd window should now appear. When creating a flowchart, it’s important to first be familiar with some universally recognized shapes and markers that are used for the medium. So, for the start (and end) of your flowchart, use an oval shape. To add an oval, go to Shape > Shapes; once your cursor turns into a cross shape, click-drag on your desired spot (preferably at the top or bottom) to lay down the shape.

To resize the shape, click it once and click-drag one of the square nodes along the sides. For repositioning, simply click-drag the shape to where you want it. Finally, double-click the shape to type in it; use this to label the shape. These options will also work for your other shapes later.

2. Proceed With the Steps

Next, it’s time to put in the first step of your document. Use a rectangle to represent the steps; to insert and edit a rectangle, use the same process for your oval from earlier. To connect your shapes and guide the flow, use the Arrow option under Select Line (the dropdown arrow to the left of Shape); make sure the arrow points to where the path advances.

3. Inserting Decisions and Split Paths

When it comes to decisions in your chart, the shape needed is the diamond, which you can add and adjust the same way as before with the previous shapes. For the answers that lead into the first step of a diverging path, use a simple label to add it next to the arrow that leads from the diamond and into the next step. Insert label an arrow, click on Text Box and position it right next to the arrow.

4. Loops and Pictures

When you get to the end of your workflow, use another oval to represent it. However, if your flow is supposed to loop back to the start, then ensure that you arrange the structure of your chart accordingly.

You can add more visual aids by inserting pictures into your flowchart! Use Image to insert a picture, then click on the picture to adjust it similarly as with your shapes. If you don’t have any pictures prepared yet, you can use the built-in search function to find what you need.

Once you’re done with your chart, click Save & Close (top-right corner) and it should now appear in the base document page. Resizing and positioning the whole flowchart works the same way as with the shapes inside. Double-click it to reopen the editing window. For well-made flowchart samples to help present a purchase process, advertising procedure, and more, remember to look at our Sales Flowchart Templates!

General FAQs

  • What are the commonly used symbols/markers in a flowchart?

  • Who invented the flowchart?

  • What is the purpose of a flowchart?

  • What is the advantage of using a flowchart?

  • What kinds of flowcharts are there?

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