Sales & CRM

Templates for forecasting sales, tracking leads, and analyzing performance.

186 templates

All Sales Forecasting Pipeline & Lead Tracking Sales Performance & Reporting Sales Commissions

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

intermediate.xlsx

Sales & CRM

Sales 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

intermediate.xlsx

Sales & CRM

Sales 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

intermediate.xlsx

Sales & CRM

Sales Statistics Dashboard

Track sales amount, quantity, products, and areas with visual charts and summary metrics.

Automatic SUM calculations
Linked data formulas
Sales quantity tracking

intermediate.xlsx

Sales & CRM

Sales Statistics Template for Sports Business

Track revenue and units sold by product category to analyze performance trends.

Organized columns for each product type
Automatic sum calculations for total sales
Units sold tracking alongside revenue

beginner.xlsx

Sales & CRM

Sales Target Analysis

Track salesman performance against targets with completion percentages and variance analysis.

Target vs Actual comparison
Completion percentage calculation
Sales variance analysis

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

Sales 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

beginner.xlsx

Sales & CRM

School Shop Revenue Tracker Template

A comprehensive spreadsheet for managing school shop operations including revenue tracking, expenses, products, and profitability analysis.

Multi-sheet organization (Revenue Tracker, Expenses Tracker, Product Management, Setup)
Automated revenue summation by month
Dynamic product lookup with VLOOKUP integration

intermediate.xlsx

Sales & CRM

Small Business Sales Log Template

A comprehensive sales tracking template for small businesses to record and monitor daily sales transactions, customer information, and payment details.