Category
Sales & CRM
Templates for forecasting sales, tracking leads, and analyzing performance.
186 templates
Sales & CRM12 Month Sales Forecast
Project monthly revenue for the next 12 months with automated date calculations and totals.
- Automated month-by-month date generation
- Monthly sales amount entry fields
- Running total calculations across the year
Sales & CRM12 Month Sales Forecast Multiple Projects
Project-based sales forecasting across 12 months with pricing and unit tracking.
- 12-month rolling forecast view
- Multiple product/project lines
- Unit price and quantity tracking
Sales & CRM12-Month Sales Forecast
Project monthly revenue with automatic date calculations and rolling totals for annual planning.
- Automatic month-by-month date progression
- Summary totals for quarterly and annual sales
- Company name and fiscal year customization
Sales & CRM12-Month Sales Forecast Template
Project monthly revenue by product to plan inventory, staffing, and cash flow confidently.
- 12-month sales projection grid by product
- Automatic date calculation for each month
- Unit price and quantity tracking
Sales & CRM3 Year Sales Forecast
Project revenue trends over 36 months with monthly breakdowns and built-in charts for strategic planning.
- Monthly sales breakdown across 3 years
- Automatic SUM and AVERAGE calculations
- Trend visualization charts
Sales & CRM3 Year Sales Forecast Template
A comprehensive sales forecasting template for projecting revenue over a 3-year period with sample data for Mario Dessert Corner.
- Pre-built formulas (AVERAGE, SUM)
- 3-year projection timeline
- Sample business data included
Sales & CRMAdvertising Cost Per Acquisition (CPA) Calculator Template
Calculate and track cost per acquisition across multiple advertising campaigns and media channels with filtering and budget analysis capabilities.
- Campaign filtering by name, date range, and media channel
- Automatic CPA calculation from spend and conversion data
- Conversion rate tracking and analysis
Sales & CRMAdvertising Digital Campaign ROI Calculator Template
Track and analyze return on investment (ROI) for digital advertising campaigns across multiple channels and time periods with automated calculations and visual charts.
- Multi-channel campaign tracking (Facebook, Google Ads, etc.)
- Month and year dropdown filters
- Automatic campaign count calculation
Sales & CRMBasic Sales Forecast
Project monthly sales by product with automatic totals to plan revenue and inventory needs.
- Monthly sales columns by product
- Automatic revenue calculations with SUM formulas
- Pre-formatted layout for easy data entry
Sales & CRMDetailed Sales Forecast
Project revenue by product and time period with visual forecasting charts and summaries.
- Detailed input sheet for product-level forecasts
- Automated summary totals across time periods
- Built-in charts to visualize revenue trends
Sales & CRMForecasted Sales from Leads
Convert lead data into sales forecasts with visual charts for pipeline confidence.
- Automatic lead data integration
- Dynamic sales forecast calculations
- Visual forecast charts
Sales & CRMFunnel Sales Bar Chart
Visualize sales pipeline stages with a bar chart showing conversion rates and revenue at each funnel level.
- Pre-formatted bar chart layout
- Sales stage columns with conversion metrics
- Visual comparison of stage-to-stage performance
Sales & CRMIn-Cell Sales Funnel Chart
Visualize your sales pipeline stages with in-cell funnel charts using formulas.
- In-cell funnel visualization using REPT
- Conversion percentage calculation
- Sales stage value tracking
Sales & CRMIT Business Sales Forecast Template
Project IT sales revenue with growth rates and track historical vs. forecasted performance monthly.
- Monthly historical vs. projected sales comparison
- Automated revenue calculations with growth rate percentages
- New customer acquisition tracking
Sales & CRMMarketing Cost Per Acquisition (CPA) Tracker Template
Track and analyze marketing campaign performance by monitoring clicks, impressions, and cost per acquisition metrics across multiple campaigns.
- Monthly campaign tracking
- Click and impression logging
- Campaign name validation
Sales & CRMNew Product Sales and Profit Forecasting Model
Project sales volume, revenue, and profitability for new products across multiple scenarios.
- Multi-scenario modeling
- Automated profit calculations
- Visual forecast charts
Sales & CRMSales Activity Gantt Chart
Track sales rep activities and pipeline progression with visual timeline bars for better forecasting and accountability.
- Rep-by-rep activity rows
- Time-based horizontal bars for deal stages
- Sales period date fields
Sales & CRMSales Forecast Excel Template With Charts
Project 3-year sales with automated charts and calculations to guide revenue planning.
- 3-year rolling sales forecast with monthly/quarterly breakdown
- Automated charts visualizing sales trends and growth
- Formulas linking multiple sheets for real-time updates
Sales & CRMSales Forecasting Gantt Chart
Visualize sales pipeline milestones and forecast timelines with task tracking and progress monitoring.
- Task-based timeline view with start and end dates
- Supervisor assignment for accountability
- Progress percentage tracking by task
Sales & CRMSales Forecasting Gantt Chart
Visualize sales pipeline milestones and forecast timelines with interactive Gantt tracking.
- Supervisor assignment per forecast task
- Start and end date scheduling
- Progress percentage tracking
Sales & CRMSales 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 & CRMSales 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 & CRMSales 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 & CRMSales 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