Category
Sales & CRM
Templates for forecasting sales, tracking leads, and analyzing performance.
132 templates
Sales & CRMAnnual Sales Staff Ranking
Track and compare individual sales performance against targets with completion rates and rankings.
- Sales target vs. actual results comparison
- Completion rate calculation
- Individual performance scoring
Sales & CRMArea vs Product Sales Statistics
Compare sales performance across regions and products with visual dashboards and trend analysis.
- Area-based sales breakdown
- Product category segmentation
- SUM calculations for revenue totals
Sales & CRMBlue Sales Report
Track quarterly sales by product and customer with automated summaries and top 10 rankings.
- Raw sales data by product and customer
- Quarterly revenue breakdown (Q1-Q4)
- Automatic product summary pivot table
Sales & CRMBlue Sales Report
Track quarterly sales by product and customer with automated pivot summaries and top performer rankings.
- Quarterly breakdown by product and customer
- Top 10 products summary sheet
- Top 10 customers summary sheet
Sales & CRMBranch Sales Revenue 1996
Track annual sales by branch location with automatic totals and visual chart representations.
- Automatic SUM calculations for branch totals
- Column chart visualization of sales data
- Bar chart alternative view
Sales & CRMClient Revenue Tracker
Track sales and revenue across multiple clients in one overview sheet.
- Up to 8 client columns
- Item/category rows
- Side-by-side revenue comparison
Sales & CRMCold Email Sales Weekly Activity Spreadsheet
Track weekly cold email sends and measure sales activity intensity week-over-week.
- Week-by-week email send comparison
- Simple volume tracking for cold outreach
- Visual week-over-week activity metrics
Sales & CRMColis-Mercato AG Multi-Branch Sales Dashboard
Track cumulative weekly group sales across three regional branches with consolidated summary reporting.
- Separate tracking sheets for three regional branches
- Automated SUM consolidation to summary sheet
- Weekly cumulative sales calculations scaled to tens
Sales & CRMCompany Sales Result Analysis
Track and analyze sales performance with automated calculations and visual charts.
- Automated calculations using AVERAGE, IF, MAX, RANK
- Pre-built sales status tracking
- Visual charts for performance visualization
Sales & CRMConsolidado Administrativo: Sales Balance & Goals 2003
Track sales performance against targets with consolidated administrative balance sheet for annual planning.
- Sales balance tracking by period
- Target vs. actual comparison
- Outstanding balance summaries
Sales & CRMCustomer Profitability Analysis
Analyze revenue and margins by customer to identify your most profitable accounts and optimize growth strategy.
- Customer-by-customer profit summary
- Revenue and margin calculations by account
- MAX/MIN analysis to spot best and worst performers
Sales & CRMDaily Sales Report
Track daily sales by person, customer, and order with automated summaries and visual charts.
- Sales person and customer breakdown
- Automated sum calculations by sales person
- Visual charts for daily performance trends
Sales & CRMDaily Sales Report Excel Template
Track daily sales by product and rep with automated summaries and price lookups.
- Automated product price lookups with VLOOKUP
- Daily transaction logging with item codes and units sold
- Sales rep and company information integration
Sales & CRMDaily Sales Tracker
Track daily sales transactions by time, SKU, and amount with automated inventory lookup and tax calculation.
- Transaction-level logging by date and time
- Automated product description lookup from inventory
- Daily cash register sales summary by SKU
Sales & CRMDepartment Sales Data Statistic
Track and visualize monthly sales performance across departments with automated summaries.
- Monthly sales data entry by department
- Automatic SUM calculations for totals
- Visual charts to display trends and comparisons
Sales & CRMIndividual Salesperson Chart
Track monthly sales performance against targets for individual salespeople with automated comparisons and visual dashboards.
- Automated sales vs. target comparison
- Monthly performance tracking across multiple salespeople
- Visual chart representation of actual vs. target sales
Sales & CRMMid Term Sales Analysis
Track and visualize product sales performance across multiple months to identify trends and top performers.
- Monthly sales data by product
- Comparative product performance table
- Built-in charts for trend visualization
Sales & CRMMid Term Sales Analysis
Track and visualize sales performance across months with built-in charts to identify trends and patterns.
- Monthly sales data entry
- Built-in charts for visual trend analysis
- Pre-formatted reporting structure
Sales & CRMMid Year Product Sales Report
Track product sales performance across six months with monthly breakdowns and visual charts.
- Monthly sales columns (Jan–May)
- Product-level sales breakdown
- SUM formulas for total calculations
Sales & CRMMid Year Sales Analysis Report
Track and analyze sales performance month-by-month with ranking functions and visual charts.
- Month-by-month sales breakdown
- Automatic ranking of sales metrics
- Visual charts for trend analysis
Sales & CRMMid Year Sales Data Analysis
Track and analyze sales performance by month with ranking functions and visual charts.
- Monthly sales data organization
- RANK function for performance ranking
- Pre-built sales charts and graphs
Sales & CRMMonthly Sales & Purchase Tracking
Track monthly purchases and sales with movement analysis and visual charts.
- Monthly sales and purchase columns
- Automatic charting of movement data
- Simple row-based transaction summary
Sales & CRMMonthly Sales Result Analysis by Salesman
Track individual salesman performance with monthly sales figures, totals, and visual charts.
- Monthly sales data entry by salesman
- Automatic sum calculations for total sales per person
- Built-in charts for visual performance comparison
Sales & CRMNet Sales & Profit Breakdown Dashboard
Track net sales and profit by product, year, and region with dynamic filtering and visual charts.
- Dynamic drop-down filtering by year and country
- Automated net sales and profit calculations
- Multi-sheet data structure for organization