Category
Sales & CRM
Templates for forecasting sales, tracking leads, and analyzing performance.
132 templates
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
Sales & CRMSales Excel Chart Template
Visual chart template for tracking and presenting sales data with customizable axes and data series.
- Pre-formatted Excel chart structure
- Sample data included for reference
- Customizable data series and axes
Sales & CRMSales Hacker Activity Scorecard
Track weekly sales activities and wins against quarterly goals to optimize team performance.
- Weekly activity tracking by metric type
- Automated goal calculations from quarterly targets
- Calls, conversations, and opportunities logging
Sales & CRMSales History Report
Track product sales, affiliates, transactions, and payment methods in one organized report.
- Transaction ID logging for audit trails
- Affiliate performance tracking by name
- Payment method recording (HotPay, etc.)
Sales & CRMSales Knowledge Transfer Templates
Streamline onboarding and handoffs by documenting sales processes, client info, and key learnings in one place.
- Project and team member information tracking
- Key client and contact details documentation
- Process workflow mapping and notes
Sales & CRMSales Numbers Tracker
Track monthly sales by product with automatic totals and formatted reporting views.
- Multi-product sales columns
- Automatic monthly total calculations
- Formatted and unformatted worksheet options
Sales & CRMSales Order Schedule
Track sales orders from creation through completion with status monitoring and progress charts.
- Automated status counting via COUNTIF
- Completed vs Progressing order visualization
- Large-scale order capacity (2000+ rows)
Sales & CRMSales Performance Evaluation Excel Template
Track and analyze individual sales performance with quarterly charts and automated ranking.
- Automated ranking with RANK function
- Quarterly performance charts
- Company and location tracking
Sales & CRMSales Product Cost vs Profit Analysis
Compare product sales against costs to identify profitability by month and product line.
- Cost vs Sales comparison by product
- Monthly profit calculations
- Summary charts and visualizations
Sales & CRMSales Product Cost vs Profit Analysis
Track product costs, sales, and profit margins by month to optimize pricing and identify profitable product lines.
- Month-by-month sales tracking
- Cost versus sales comparison
- Automatic profit calculations with SUM formulas
Sales & CRMSales Rep Performance Review Template
Track and evaluate sales representative performance with metrics, ratings, and improvement planning.
- Structured performance rating sections
- Sales metrics tracking and analysis
- Improvement planner with goals and action items
Sales & CRMSales Report
Track team sales performance by month with summary charts and automatic totals.
- Monthly sales entry columns
- Automatic SUM calculations for totals
- Built-in performance charts
Sales & CRMSales Report
Track product sales by customer with unit quantities and revenue calculations.
- Transaction-level sales details
- Automatic revenue calculation per sale
- Customer and product tracking
Sales & CRMSales Report Area Chart
Track sales trends over time with an interactive area chart visualization.
- Area chart visualization
- Sales data input table
- Company information section
Sales & CRMSales Report by State
Track sales performance by state with targets vs. results and visual charts.
- Area-by-area sales tracking
- Target vs. result comparison columns
- SUBTOTAL formulas for automatic aggregation
Sales & CRMSales Result Analysis
Track yearly sales performance by team and month with automated summaries and visual charts.
- Monthly sales columns by team
- Automatic SUM formulas for totals
- Visual charts for trend analysis
Sales & CRMSales Result Analysis by Month
Track monthly sales performance by salesperson with automated totals and visual charts.
- Salesperson performance columns
- Monthly sales data organization
- SUM formulas for automatic totals
Sales & CRMSales Revenue by Branch and Quarter 1996
Track quarterly sales revenue across multiple branches with automatic totals and comparison.
- Multi-branch sales organization
- Quarterly revenue breakdown
- Automatic SUM calculations for totals
Sales & CRMSales Revenue by Location & Month
Track monthly revenue across multiple branch locations with automatic amplitude calculations.
- Monthly revenue data organized by branch
- Automatic max/min amplitude calculations
- Multi-location comparison structure
Sales & CRMSales Sheet Template
Track daily sales transactions with automatic totals for revenue reporting and performance analysis.
- Customizable company header with name and slogan
- Date field for transaction tracking
- Automatic sum formulas for total sales calculation
Sales & CRMSales Sheet Template
Track daily sales transactions and revenue with automatic totals for accurate business records.
- Automatic sum totals
- Company name and branding section
- Date tracking