Category
Sales & CRM
Templates for forecasting sales, tracking leads, and analyzing performance.
132 templates
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 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 Resource Planning Dashboard Template
Plan and allocate sales team resources with visual dashboards tracking assignments, timelines, and capacity.
- Resource name and job title tracking
- Start date and duration fields for assignments
- End date auto-calculation with INT formulas
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 and Quarter 1996
Track quarterly sales revenue across multiple branches with automatic totals and comparison.
- Multi-branch sales organization
- Quarterly revenue breakdown
- Automatic SUM calculations for totals
Sales & CRMSales Revenue by Location & Month
Track monthly revenue across multiple branch locations with automatic amplitude calculations.
- Monthly revenue data organized by branch
- Automatic max/min amplitude calculations
- Multi-location comparison structure
Sales & CRMSales Roadmap Template
Plan quarterly sales initiatives with weekly milestones and customer focus tracking.
- Week-by-week milestone breakdown
- Customer focus definition section
- Sales plan structure
Sales & CRMSales Sheet Template
Track daily sales transactions with automatic totals for revenue reporting and performance analysis.
- Customizable company header with name and slogan
- Date field for transaction tracking
- Automatic sum formulas for total sales calculation
Sales & CRMSales Sheet Template
Track daily sales transactions and revenue with automatic totals for accurate business records.
- Automatic sum totals
- Company name and branding section
- Date tracking
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 Strategy Roadmap
Plan quarterly sales strategies with competitive analysis and monthly milestones.
- Monthly milestone columns
- Competitive analysis section
- Strategy development framework
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 Team Performance, Pipeline & Tracker
Track leads through your sales pipeline, monitor team performance, and visualize your sales funnel in one workbook.
- Sales pipeline tracking with multiple stages
- Sales funnel visualization
- Activity log with timestamps and action tracking
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