Category
Sales & CRM
Templates for forecasting sales, tracking leads, and analyzing performance.
132 templates
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 Forecast Excel Template With Charts
Project 3-year sales with automated charts and calculations to guide revenue planning.
- 3-year rolling sales forecast with monthly/quarterly breakdown
- Automated charts visualizing sales trends and growth
- Formulas linking multiple sheets for real-time updates
Sales & CRMSales Forecasting Gantt Chart
Visualize sales pipeline milestones and forecast timelines with task tracking and progress monitoring.
- Task-based timeline view with start and end dates
- Supervisor assignment for accountability
- Progress percentage tracking by task
Sales & CRMSales Forecasting Gantt Chart
Visualize sales pipeline milestones and forecast timelines with interactive Gantt tracking.
- Supervisor assignment per forecast task
- Start and end date scheduling
- Progress percentage tracking
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 Hacker Pipeline Tracker Spreadsheet
Track sales opportunities, deal size, and win probability by quarter to forecast revenue and manage your pipeline.
- Quarterly opportunity pipeline view
- Deal size and probability tracking
- Sales rep assignment columns
Sales & CRMSales Hacker Sequence Builder
Plan and track multi-touch sales sequences with daily activities and completion status.
- Daily activity scheduler
- Dual activity columns per day
- Completion checkbox tracking
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 Lead Follow Up Planner
Track and manage sales lead follow-ups with client-wise reports and automated tracking across multiple sheets.
- Multi-sheet tracking with linked data pull-through
- Automated client-wise report generation with VLOOKUP
- Printable format for field use and client meetings
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 Pipeline & Funnel Tracker
Visualize your sales stages and track prospects through each funnel level to identify conversion bottlenecks.
- Visual sales funnel chart by stage
- Prospects and lost lead tracking
- Unqualified prospect segmentation
Sales & CRMSales Pipeline Analysis Template
Track and analyze sales pipeline by stage, quarter, and lead source to forecast revenue.
- Quarterly sales pipeline breakdown
- Sales stage categorization
- Lead source tracking
Sales & CRMSales Pipeline Funnel Template
Track leads through sales stages from initial contact to closed deals with visual funnel metrics.
- Multi-stage pipeline visualization
- Lead and deal categorization by status
- Quarterly sales tracking
Sales & CRMSales Pipeline Template
Track leads from prospect to close with visual pipeline stages and deal progress.
- Quarterly pipeline organization
- Lead and prospect tracking
- Sales stage visibility
Sales & CRMSales Pipeline Tracker
Track sales opportunities by executive, region, and client with automated pipeline management.
- Automated lookup of salesperson regions
- Date-stamped opportunity records
- Client and company address tracking
Sales & CRMSales Plan – Fiscal Year
Project monthly sales by product for your fiscal year with automatic date calculations and performance tracking.
- Automated fiscal month-end date generation
- Year-over-year comparison columns
- Product-line sales organization
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 Prospect Tracker
Track and manage sales prospects from first contact through closing to boost pipeline visibility.
- Prospect contact information fields
- Interaction and communication history log
- Deal value and stage tracking
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