Sales & CRM

Templates for forecasting sales, tracking leads, and analyzing performance.

186 templates

All Sales Forecasting Pipeline & Lead Tracking Sales Performance & Reporting Sales Commissions

Sales & CRM

Consolidado 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

intermediate.xlsx

Sales & CRM

CRM Datasheet Excel Template

Comprehensive CRM system for managing sales pipelines, leads, and deal tracking with automated dashboards and performance metrics.

Multi-sheet integration with cross-referencing
Advanced SUM and AVERAGE formulas for metrics calculation
SUMIF and COUNTIF for conditional analysis

intermediate.xlsm

Sales & CRM

Customer 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

intermediate.xlsx

Sales & CRM

Customer Database Excel Template

A comprehensive customer relationship management system with customer profiles, interaction tracking, and contact preferences

Auto-generated Customer IDs with custom formatting
Auto-generated Interaction IDs
VLOOKUP-based customer information retrieval

intermediate.xlsm

Sales & CRM

Customer List Template

Organize and track customer details including names, IDs, and contact information in one centralized sheet.

Customer ID system for unique identification
Flexible info fields for custom customer data
VLOOKUP integration for cross-sheet lookups

beginner.xlsx

Sales & CRM

Customer 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

intermediate.xlsx

Sales & CRM

Daily 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

intermediate.xlsx

Sales & CRM

Daily 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

beginner.xlsx

Sales & CRM

Daily 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

intermediate.xlsx

Sales & CRM

Daily 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

intermediate.xlsx

Sales & CRM

Department 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

beginner.xlsx

Sales & CRM

Detailed Sales Forecast

Project revenue by product and time period with visual forecasting charts and summaries.

Detailed input sheet for product-level forecasts
Automated summary totals across time periods
Built-in charts to visualize revenue trends

intermediate.xlsx

Sales & CRM

E-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

intermediate.xlsx

Sales & CRM

E-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

intermediate.xlsx

Sales & CRM

Forecasted Sales from Leads

Convert lead data into sales forecasts with visual charts for pipeline confidence.

Automatic lead data integration
Dynamic sales forecast calculations
Visual forecast charts

intermediate.xlsx

Sales & CRM

Funnel Sales Bar Chart

Visualize sales pipeline stages with a bar chart showing conversion rates and revenue at each funnel level.

Pre-formatted bar chart layout
Sales stage columns with conversion metrics
Visual comparison of stage-to-stage performance

beginner.xlsx

Sales & CRM

Handmade 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

intermediate.xlsx

Sales & CRM

IC CRM Template

Track leads with company details, contact info, and projected sale amounts to manage your sales pipeline.

Company and contact name fields
Contact position tracking
Website link storage

beginner.xlsx

Sales & CRM

In-Cell Sales Funnel Chart

Visualize your sales pipeline stages with in-cell funnel charts using formulas.

In-cell funnel visualization using REPT
Conversion percentage calculation
Sales stage value tracking

intermediate.xlsx

Sales & CRM

Individual 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

intermediate.xlsx

Sales & CRM

Interactive Sales and Customer Insights Dashboard

A comprehensive dashboard template for tracking and visualizing sales performance, customer data, and product inventory with interactive charts and pivot table analysis.