Category
Sales & CRM
Templates for forecasting sales, tracking leads, and analyzing performance.
186 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 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, and payment methods with transaction details and currency conversion data.
- Transaction ID tracking
- Affiliate partner records
- Multiple currency support
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 KPI Dashboard
Track and visualize monthly sales performance metrics for individual sales agents with KPI calculations and trend analysis.
- Monthly sales data input
- Automated KPI calculations using SUM and AVERAGE
- VLOOKUP for data reference
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
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 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 Proposal Approval Workflow Template
Structured workflow template for tracking and approving sales proposals through multiple stages
- Proposal ID tracking
- Date recording
- Status management (Pending/Approved/Rejected)
Sales & CRMSales Proposal Conversion Rate Dashboard Template
Track and visualize sales proposal conversion rates and performance metrics by sales representative across multiple time periods.
- VLOOKUP formulas for dynamic data retrieval
- Month-by-month comparison columns
- Sales representative performance rankings
Sales & CRMSales Proposal Feedback Analysis Template
Track and analyze feedback on sales proposals to identify improvement opportunities and optimize future proposal outcomes.
- Proposal date tracking
- Feedback submission and review dates
- Structured feedback collection
Sales & CRMSales Proposal ROI Analysis Template
Track and analyze the return on investment for sales proposals with proposal counts, sales amounts, and ROI calculations.
- COUNTA formulas for proposal counting
- SUM formulas for sales totals
- IF and IFERROR functions for conditional logic
Sales & CRMSales Quote and Proposal Timeline Template
Track sales quotes and proposals with timeline tracking, status monitoring, and quoted amount summaries using dynamic formulas.
- Dynamic quote and proposal timeline view
- Automatic total amount calculation using SUM
- Pending proposal counting with COUNTIF
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 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
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 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 1996
Track quarterly sales figures across multiple branch locations with automated totals.
- Multi-branch sales comparison
- Quarterly revenue organization
- Automated SUM calculations