Category
Sales & CRM
Templates for forecasting sales, tracking leads, and analyzing performance.
132 templates
Sales & CRMSales Staff Monthly Performance Chart
Track individual sales staff performance metrics by month with visual charts and comparisons.
- Monthly performance summary table
- Staff-by-staff metrics tracking
- Aggregated company totals with SUM formulas
Sales & CRMSales Staff Monthly Sales Comparison
Track and compare individual sales performance across months to identify top performers and coaching opportunities.
- Staff number and name indexing
- Monthly sales columns (Jan-Mar with expandable pattern)
- Automatic SUM calculations for period totals
Sales & CRMSales Staff Performance Dashboard
Track individual salesman performance metrics across months with visual charts and summaries.
- Monthly sales figures by salesman
- SUM formulas for performance totals
- Visual charts of sales trends
Sales & CRMSales Staff Quarterly Performance Analysis
Track and analyze sales staff performance by month and quarter with summary totals and visual charts.
- Monthly sales data by employee
- Automatic quarterly totals with SUM formulas
- MAX function to identify top performers
Sales & CRMSales Staff Quarterly Sales Tracker
Track individual and team sales performance by volume and revenue across quarters with area-based analysis.
- Monthly sales volume and revenue tracking by staff member
- Quarterly analysis aggregated by geographic area
- Automatic ranking of sales staff using RANK function
Sales & CRMSales Staff Yearly Performance Analysis
Track and compare sales staff performance against targets with growth metrics and visual charts.
- Year-over-year sales comparison
- Automatic growth rate calculation
- Performance vs. target tracking
Sales & CRMSales Statistic & Analysis
Track team and individual sales performance with automated ranking and visual analysis.
- Automated ranking by sales amount
- AVERAGE and SUM calculations
- VLOOKUP employee lookup
Sales & CRMSales Statistics Dashboard
Track sales amount, quantity, products, and areas with visual charts and summary metrics.
- Automatic SUM calculations
- Linked data formulas
- Sales quantity tracking
Sales & CRMSales Target Analysis
Track salesman performance against targets with completion percentages and variance analysis.
- Target vs Actual comparison
- Completion percentage calculation
- Sales variance analysis
Sales & CRMSales Team Monthly Sales Comparison
Compare monthly sales performance across team members with visual charts and automated calculations.
- Automated SUM and AVERAGE calculations
- Visual sales comparison charts
- Multi-team performance layout
Sales & CRMSales Tracker & Product Sales Data
Track product sales, revenue, and profitability with automated calculations and visual charts.
- Product sales data entry with cost and markup fields
- Automated revenue and profit calculations
- Visual charts for sales and revenue trends
Sales & CRMSales Volume Analysis
Track product sales volumes and revenue by month to identify trends and top performers.
- Monthly sales volume tracking by product
- Automatic SUM calculations for total units and revenue
- Visual charts showing sales trends over time
Sales & CRMSport AG Sales Statistics
Track sold units by product category with automatic summation for sports equipment inventory analysis.
- Automatic SUM calculations for total units sold
- Product category breakdown (skis, boats, boots, sunglasses)
- Time-period organization for trend tracking
Sales & CRMSports Company Sales Statistics
Track unit sales by product category and analyze revenue trends for your sports retail business.
- Product category breakdown by units sold
- Automatic sum calculations for total sales
- Revenue statistics by product line
Sales & CRMSports Company Sales Statistics
Track unit sales by product category for your sports equipment business with automatic totals.
- Pre-configured product columns
- Automatic SUM formulas for totals
- Sales-by-category breakdown
Sales & CRMTante Emma's Gemischtwarenladen Sales Revenue Tracker
Track monthly and quarterly sales by product category for your grocery store business.
- Monthly sales summary by product category (meat, vegetables, baked goods, non-food)
- Quarterly sales aggregation for trend analysis
- SUM formulas for automatic revenue calculations
Sales & CRMWeekly Sales Call Report Excel Template
Track sales calls by team member and region with daily logging and cumulative reporting.
- Automatic date and day-of-week calculations
- Individual salesperson call logs
- Cumulative weekly call summary sheet
Sales & CRMWeekly Sales Report
Track weekly sales by date, units sold, and revenue to monitor performance and identify trends.
- Date-based sales entries
- Units sold column
- Price per unit tracking
Sales & CRMWeekly Sales Report
Track weekly sales performance by team and product against targets with visual charts.
- Target vs actual comparison
- Sales team result breakdown
- Product performance tracking
Sales & CRMWeekly Sales Tracker
Track daily sales activities and performance metrics by salesperson and week to monitor productivity and client engagement.
- Daily activity breakdown (in-office vs. outside activities)
- Call and visit count tracking per day
- Weekly totals and subtotals with automatic calculations
Sales & CRMYearly Sales Analysis
Track monthly sales, costs, and profits with automatic profit margin calculations and visual charts.
- Monthly sales revenue tracking
- Cost tracking per month
- Automatic profit calculation