Sales &amp; CRM

Bid Tracker

Monitor open bids with completion status, timelines, and summary analytics.

Automatic days-remaining calculation using TODAY function
Completion percentage tracking per bid
Summary dashboard with bid counts and timeline overview

Client Tracker with Dashboard

Manage clients, meetings, tasks, projects, and calls with an integrated dashboard overview.

Client contact list with centralized data
Meeting schedule and history tracking
Task assignment and deadline management

CRM Datasheet Excel Template

Comprehensive CRM system for managing sales pipelines, leads, and deal tracking with automated dashboards and performance metrics.

Multi-sheet integration with cross-referencing
Advanced SUM and AVERAGE formulas for metrics calculation
SUMIF and COUNTIF for conditional analysis

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Customer Database Excel Template

A comprehensive customer relationship management system with customer profiles, interaction tracking, and contact preferences

Auto-generated Customer IDs with custom formatting
Auto-generated Interaction IDs
VLOOKUP-based customer information retrieval

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Customer List Template

Organize and track customer details including names, IDs, and contact information in one centralized sheet.

Customer ID system for unique identification
Flexible info fields for custom customer data
VLOOKUP integration for cross-sheet lookups

IC CRM Template

Track leads with company details, contact info, and projected sale amounts to manage your sales pipeline.

Company and contact name fields
Contact position tracking
Website link storage

Lead Tracking Dashboard

Track and count leads by status to monitor your sales pipeline and conversion flow.

Automatic lead counting by status
Status breakdown dashboard
Real-time pipeline visibility

Operations Customer Journey Touchpoints Analysis Template

A comprehensive template for analyzing customer journey touchpoints across operational touchpoints, tracking customer information, and evaluating customer experience metrics.

Customer database with demographic information
Automatic customer ID generation using ROW and TEXT functions
Company contact information integration

Sales 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 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 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 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 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 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 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 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

Streamlined 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

Touch 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