Category
Sales & CRM
Templates for forecasting sales, tracking leads, and analyzing performance.
132 templates
Online Sales Tracker
Track daily online sales with automatic subtotals and visual charts to monitor revenue performance.
- Automatic subtotals with SUBTOTAL function
- Error handling with IFERROR formulas
- Sales performance charts
Personal Sales Analysis
Track individual sales performance monthly with dynamic reporting and visual analysis.
- Dynamic data lookup by sales rep name
- Monthly sales comparison chart
- Automated calculation with INDEX formula
Product Sales Report
Track product sales by quantity, price, and revenue with automatic calculations and charts.
- Date-based sales tracking
- Product-level quantity and pricing capture
- Automatic amount calculations
Product Sales Tracker by Day
Track daily product sales across multiple periods with automatic totals and visual charts.
- Automatic daily total calculations
- Multi-product sales comparison
- Built-in charting for visual analysis
Product Statistic
Track product performance across teams with automatic totals and visual charts.
- Automatic SUM formulas for total calculations
- Multi-team product comparison table
- Built-in chart visualization
Project Management Sales Plan
Track weekly sales targets and actuals by project with visual progress charts.
- Weekly sales tracking by project
- Target vs. actual comparison
- SUM formulas for automatic totals
Quarterly Customer Numbers by Region 1996
Track customer count trends across regions and quarters with quarterly summaries.
- Quarterly data structure
- Regional segmentation
- Automatic sum calculations
Quarterly Merchandise Sales Report
Track quarterly sales by merchandise category with automatic summation and visual charts.
- Monthly sales breakdown by commodity
- Automatic SUM calculations for totals
- Visual charts for trend analysis
Quarterly Sales Analysis
Track and visualize quarterly sales performance by product or region with charts and automated summaries.
- Quarterly breakdown by sales category or product
- Automated SUM formulas for total calculations
- Built-in charts for visual performance comparison
Quarterly Sales Result Analysis
Track monthly sales performance against targets with completion rates and visual comparisons.
- Month-by-month target vs actual comparison
- Automatic completion percentage calculations
- Performance ranking by month
Quarterly Sales Tracker with Monthly Breakdown
Track beverage sales across three months with automatic quarterly rollup and tax calculations.
- Separate sheets for January, February, March data entry
- Automatic quarterly summary with formula links
- Built-in VAT calculation at 6.5%
Quarterly Sales Volume Tracker
Track product sales by quarter with automatic totals to monitor performance across periods.
- Product-based sales organization
- Four quarterly columns for easy period comparison
- Automatic SUM formulas for total calculations
Regional Sales Chart
Track and visualize regional sales performance across months with automatic subtotals and charting.
- Monthly sales data by region
- Automatic subtotal calculations
- Built-in sales chart visualization
Sales Activity Report Sample Template
Track and summarize sales activities by person for monthly reporting and performance analysis.
- Monthly date header
- Sales person identification
- Company field
Sales Analysis
Track and compare individual sales staff performance month-by-month with rankings and visual charts.
- Automatic staff ranking by sales volume
- Monthly sales comparison columns
- SUM formulas for total calculations
Sales Analysis By Product
Track product performance across years with comparative sales data and visual insights.
- Multi-year sales data comparison (2019-2021)
- Automatic calculation of averages and totals
- MIN/MAX functions to identify best and worst performers
Sales Analysis by Quarter
Track and visualize quarterly sales performance with automated totals and visual charts.
- Quarterly sales breakdown by product or region
- Automatic total calculations with SUM functions
- Built-in charts for visual trend analysis
Sales Analysis by State
Track regional sales performance against targets with variance analysis and visual charts.
- Variance calculation (Actual vs Target)
- State-by-state sales comparison
- Auto-generated performance charts
Sales Analysis Chart
Track sales performance against targets with completion percentages and visual charts.
- Target vs. Actual comparison columns
- Automatic completion percentage calculation
- Built-in performance charts
Sales Analysis Report
Track monthly sales performance with visual charts showing revenue and units sold by period.
- Monthly sales data entry
- Sales amount tracking
- Units sold tracking
Sales and Revenue Thermometer Chart
Track quarterly sales performance against revenue targets with visual thermometer gauge.
- Thermometer gauge visualization
- Quarterly revenue comparison
- Target vs. actual revenue display
Sales Call Log
Track every sales call with company details, dates, and outcomes to build accountability and improve follow-up.
- Company name field for prospect identification
- Call date tracking for timeline visibility
- Address field for location context
Sales Chart
Track monthly sales performance by revenue and quantity with built-in charting.
- Monthly sales amount tracking (RM)
- Unit quantity sold tracking
- Pre-built sales charts
Sales Data Analysis by Quarter
Track quarterly sales performance with quantity sold and revenue totals.
- Quarterly sales data entry
- Automated SUM calculations for totals
- Sales amount tracking in RM currency