Category
Sales & CRM
Templates for forecasting sales, tracking leads, and analyzing performance.
186 templates
Sales & CRMSmall Business Sales Log Template
A comprehensive sales tracking template for small businesses to record and monitor daily sales transactions, customer information, and payment details.
- Multiple sheet organization (Summary, Tracker, Customer Info, Setup)
- Detailed sales transaction logging with date and invoice tracking
- Customer information database with contact details
Sales & CRMSmart Sales Goals Template
Set and track SMART sales goals with specific, measurable, achievable, relevant, and time-bound criteria.
- SMART criteria breakdown (Specific, Measurable, Achievable, Relevant, Time-Bound)
- Goal statement entry field
- Sample goal provided for reference
Sales & CRMSport AG Sales Statistics
Track sold units by product category with automatic summation for sports equipment inventory analysis.
- Automatic SUM calculations for total units sold
- Product category breakdown (skis, boats, boots, sunglasses)
- Time-period organization for trend tracking
Sales & CRMSports Company Revenue Statistics
Track unit sales and revenue by product line for sports equipment business.
- Automatic sum calculations for total sales
- Product-based sales breakdown
- Unit quantity tracking
Sales & CRMSports Company Revenue Statistics
Track unit sales by product category for sports equipment business performance analysis.
- Organized by product type (skis, boats, shoes, sunglasses)
- Automatic SUM calculations for total units
- Clear visibility into sales volume by category
Sales & CRMSports Company Sales Statistics
Track unit sales by product category for your sports equipment business with automatic totals.
- Pre-configured product columns
- Automatic SUM formulas for totals
- Sales-by-category breakdown
Sales & CRMSports Company Sales Statistics
Track unit sales by product category and analyze revenue trends for your sports retail business.
- Product category breakdown by units sold
- Automatic sum calculations for total sales
- Revenue statistics by product line
Sales & CRMStreamlined Pipeline Management
Track and visualize sales opportunities through your pipeline with automated charts and opportunity status monitoring.
- Company-based opportunity tracking
- Pipeline status monitoring
- Automated charts for pipeline visualization
Sales & CRMTante Emma's Gemischtwarenladen Sales Revenue Tracker
Track monthly and quarterly sales by product category for your grocery store business.
- Monthly sales summary by product category (meat, vegetables, baked goods, non-food)
- Quarterly sales aggregation for trend analysis
- SUM formulas for automatic revenue calculations
Sales & CRMTouch Base Tracker
Organize quarterly networking plans and track routine contact touchpoints with your professional network.
- Quarterly network expansion planning sheets (Q1-Q4)
- Contact categorization system (Routine Regulars and other segments)
- Touchpoint tracking and scheduling
Sales & CRMTrading Dashboard Template
Track trades, visualize P&L, and analyze performance with automated profit/loss calculations and charts.
- Automated profit/loss calculations with conditional formulas
- Dynamic dashboard with charts for visual P&L analysis
- Trade database with entry date, exit date, and strategy fields
Sales & CRMWeekly Chart Template
Track sales performance across weekdays with a structured weekly chart organizing data by sales agents and daily metrics.
- Weekly data organization by agent
- Daily sales tracking columns
- Multiple week data sheets
Sales & CRMWeekly KPI Template
Track key performance indicators across sales, website traffic, and lead generation on a weekly basis with automated calculations and date tracking.
- Automated week number calculation
- Multiple KPI categories
- Sales performance tracking
Sales & CRMWeekly Sales Call Report Excel Template
Track sales calls by team member and region with daily logging and cumulative reporting.
- Automatic date and day-of-week calculations
- Individual salesperson call logs
- Cumulative weekly call summary sheet
Sales & CRMWeekly Sales Report
Track weekly sales by date, units sold, and revenue to monitor performance and identify trends.
- Date-based sales entries
- Units sold column
- Price per unit tracking
Sales & CRMWeekly Sales Report
Track weekly sales performance by team and product against targets with visual charts.
- Target vs actual comparison
- Sales team result breakdown
- Product performance tracking
Sales & CRMWeekly Sales Tracker
Track daily sales activities and performance metrics by salesperson and week to monitor productivity and client engagement.
- Daily activity breakdown (in-office vs. outside activities)
- Call and visit count tracking per day
- Weekly totals and subtotals with automatic calculations
Sales & CRMYearly Sales Analysis
Track monthly sales, costs, and profits with automatic profit margin calculations and visual charts.
- Monthly sales revenue tracking
- Cost tracking per month
- Automatic profit calculation