Category
Sales & CRM
Templates for forecasting sales, tracking leads, and analyzing performance.
186 templates
Sales & CRMSales Customer Follow Up Schedule Template
Organize and track customer follow-up activities with scheduled contact methods and outcomes.
- Daily activity logging with date and customer details
- Customer contact information tracking (phone, email)
- Follow-up method classification
Sales & CRMSales Dashboard Template
A comprehensive sales tracking and dashboard template featuring real-time sales metrics, commission calculations, and performance analytics across multiple sales managers and product types.
- Dynamic dashboard with key performance indicators
- Automated commission calculations
- Monthly sales summaries and aggregations
Sales & CRMSales Data Analysis by Quarter
Track quarterly sales performance with quantity sold and revenue totals.
- Quarterly sales data entry
- Automated SUM calculations for totals
- Sales amount tracking in RM currency
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 Event Feedback Form Template
Capture and organize feedback from sales events with evaluator details and structured response tracking.
- Evaluator name and contact tracking
- Event location and date capture
- Organizer identification
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 interactive Gantt tracking.
- Supervisor assignment per forecast task
- Start and end date scheduling
- Progress percentage tracking
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 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 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 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 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 Networking Contact List Template
Organize and track sales contacts with company details, roles, and communication info for relationship building.
- Contact name, company, and job title fields
- Email and phone number logging
- Notes section for interaction tracking
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