Category
Sales & CRM
Templates for forecasting sales, tracking leads, and analyzing performance.
132 templates
Sales & CRMQuarterly 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
Sales & CRMQuarterly 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%
Sales & CRMQuarterly 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
Sales & CRMRegional 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 & CRMSales Activity Gantt Chart
Track sales rep activities and pipeline progression with visual timeline bars for better forecasting and accountability.
- Rep-by-rep activity rows
- Time-based horizontal bars for deal stages
- Sales period date fields
Sales & CRMSales 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 & CRMSales 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 & CRMSales 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 & CRMSales 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 & CRMSales 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 & CRMSales 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 & CRMSales 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 & CRMSales 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 & CRMSales 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 & CRMSales 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 & CRMSales Commission Calculation
Calculate and track sales commissions by team with automated formulas and visual reporting.
- Automated SUM formulas for commission totals
- Team-based commission tracking
- Visual charts for commission analysis
Sales & CRMSales Commission Calculator
Calculate commissions automatically based on sales figures and percentage rates.
- Automatic commission calculation from sales totals
- Commission percentage customization
- Built-in error handling with IFERROR
Sales & CRMSales Commission Calculator
Automatically calculate commissions based on sales performance and commission rates.
- Automatic commission calculation from sales totals
- Configurable commission percentage rates
- Error handling with IFERROR formulas
Sales & CRMSales Commission Calculator
Automatically calculate tiered commission rates and track earnings based on sales performance metrics.
- Automatic percentage-based commission calculations
- Multiple tier formulas (5%, 10% calculations)
- Quick visual comparison with charts
Sales & CRMSales 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
Sales & CRMSales Data Analysis Template
Track monthly sales performance with Y-O-Y growth comparisons and demographic breakdowns.
- Monthly sales entry with white cell input
- Y-O-Y growth calculation
- Demographic breakdown by sex
Sales & CRMSales Data by Team
Track and visualize quarterly sales performance across multiple teams with built-in charts.
- Quarterly sales data table by team
- Automatic charts for visual trend analysis
- Team-by-team performance comparison
Sales & CRMSales Data Statistic
Track cumulative sales performance against targets with dynamic formulas and visual charts.
- SUM formulas for automatic accumulation
- IF logic for conditional analysis
- Charts visualizing sales vs. targets
Sales & CRMSales Detail Listing
Track individual sales transactions with company details, amounts, and automatic totals.
- Company-level sales detail rows
- Automatic SUM calculations for total sales
- IFERROR handling for data integrity