Sales & CRM

Comprehensive dashboard tracking key performance indicators for real estate operations including property listings, visitor metrics, and sales performance.

Multi-sheet data aggregation
Automated KPI calculations
Array formulas for dynamic updates

intermediate.xlsx

Sales & CRM

Regional Sales Chart

Track and visualize sales performance by region across monthly periods with automatic totals.

Automated SUBTOTAL calculations for regions
SUM formulas for monthly totals
Pre-built sales chart visualization

beginner.xlsx

Sales & CRM

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

beginner.xlsx

Sales & CRM

Sales 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

intermediate.xlsx

Sales & CRM

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

beginner.xlsx

Sales & CRM

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

beginner.xlsx

Sales & CRM

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

intermediate.xlsx

Sales & CRM

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

beginner.xlsx

Sales & CRM

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

beginner.xlsx

Sales & CRM

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

beginner.xlsx

Sales & CRM

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

beginner.xlsx

Sales & CRM

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

intermediate.xlsx

Sales & CRM

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

beginner.xlsx

Sales & CRM

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

beginner.xlsx

Sales & CRM

Sales Client's Historical Deal Data Template

Track and analyze historical sales deals and client information with automated deal tracking, client records, and product management.

Automatic deal counting formula
Sum calculations for total deal amounts
Auto-generated deal IDs with sequential numbering

intermediate.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales Commission Calculator Template

A comprehensive template for calculating and managing sales commissions across multiple employees with automated commission tracking and employee data management.

Employee name and contact information management
Sales amount tracking by employee
Automated commission calculations using FILTER and VLOOKUP

intermediate.xlsx

Sales & CRM

Sales Customer Feedback Sentiment Analysis Template

Track customer feedback and sentiment alongside sales data to analyze purchase patterns and customer satisfaction trends.

Customer feedback and sentiment tracking
Sales transaction logging with revenue calculations
Month-based date grouping and analysis

intermediate.xlsx

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