Category
Sales & CRM
Templates for forecasting sales, tracking leads, and analyzing performance.
186 templates
Sales & CRMAccount Efficiency Analysis Template
Track and analyze account performance metrics including revenue, costs, and efficiency ratios across multiple business accounts.
- Multi-sheet data organization
- Automated revenue and cost calculations
- Efficiency ratio metrics
Sales & CRMAdvertising Media ROI Calculator Template
Calculate and analyze return on investment across multiple advertising channels and campaigns with interactive dashboards and performance metrics.
- Interactive month and year selectors
- Automated campaign counter
- Cost per click calculations
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 & CRMBalanço de Vendas e Metas para 2003
Track consolidated sales performance against targets and monitor outstanding loan balances.
- Sales vs. target comparison
- Consolidated loan balance tracking
- 2003 annual performance summary
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 Acquisition Cost Template
Track marketing spend and customer acquisition across channels to optimize your CAC and marketing ROI.
- Customer acquisition cost by marketing channel
- Marketing expense tracking by channel
- Customer count by acquisition source
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 Marketing Report Template
A comprehensive daily marketing report template that tracks sales activities, inventory, and performance metrics with automated calculations.
- Pre-formulated cells for automated calculations
- Multi-sheet organization (Marketing Report, Sales, Inventory List, Set Up)
- Date tracking with TODAY() function
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 & CRME-commerce Sales Data Model Template
A comprehensive template for tracking and analyzing e-commerce sales data across product categories, orders, and payment methods with automated reporting.
- Automated SUMIF formulas for sales aggregation by category
- Product master data with ID generation using ROW and TEXT functions
- Dynamic charts and sparklines for visual sales trends
Sales & CRME-Commerce Sales Data Model Template
A comprehensive template for tracking and analyzing e-commerce sales data with product details, categories, and sales summaries.
- Sales summary by category using SUMIF formulas
- Product detail tracking with auto-generated IDs
- Order status and payment method setup
Sales & CRMHandmade Small Business Tracker
Manage orders, inventory, and sales in one place—track invoices, finished goods, and raw materials with automatic calculations.
- Order tracker with invoice status and payment tracking
- Finished products inventory with in-stock and reorder alerts
- Raw materials inventory with automatic stock counting
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