Sales &amp; CRM

Sales Pipeline & Funnel Tracker

Visualize your sales stages and track prospects through each funnel level to identify conversion bottlenecks.

Visual sales funnel chart by stage
Prospects and lost lead tracking
Unqualified prospect segmentation

Sales Pipeline Analysis Template

Track and analyze sales pipeline by stage, quarter, and lead source to forecast revenue.

Quarterly sales pipeline breakdown
Sales stage categorization
Lead source tracking

Sales Pipeline Funnel Template

Track leads through sales stages from initial contact to closed deals with visual funnel metrics.

Multi-stage pipeline visualization
Lead and deal categorization by status
Quarterly sales tracking

Sales Pipeline Template

Track leads from prospect to close with visual pipeline stages and deal progress.

Quarterly pipeline organization
Lead and prospect tracking
Sales stage visibility

Sales Pipeline Tracker

Track sales opportunities by executive, region, and client with automated pipeline management.

Automated lookup of salesperson regions
Date-stamped opportunity records
Client and company address tracking

Sales Plan – Fiscal Year

Project monthly sales by product for your fiscal year with automatic date calculations and performance tracking.

Automated fiscal month-end date generation
Year-over-year comparison columns
Product-line sales organization

Sales 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 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 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 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 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 Proposal Profit Margin Calculator Template

A spreadsheet tool to calculate and analyze profit margins across monthly sales proposals, tracking revenue and cost of goods sold.

Monthly revenue tracking columns (Jan-Nov)
Cost of Goods Sold (COGS) line items
Automatic profit margin calculations using SUM and IFERROR functions

Sales 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 Proposal Scorecard Template

A scoring and evaluation system for sales proposals with categorized ratings and visual tracking.

Scoring system with multiple rating levels
Automated count tracking by score category
Visual charts for proposal performance distribution

Sales Prospect Tracker

Track and manage sales prospects from first contact through closing to boost pipeline visibility.

Prospect contact information fields
Interaction and communication history log
Deal value and stage tracking

Sales 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 Quote Expiry Date Tracker Template

Monitor and track sales quotes by expiry date with automated summaries and expiration rate analysis.

Automated monthly summary with quote expiration counts
Expiration rate calculation as percentage of total quotes
Conditional formatting to highlight expired quotes

Sales 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 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 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 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 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 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 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