Template library
186 templates in this category.
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 & CRMAccount Efficiency Analysis Template
Track and analyze account performance metrics including revenue, costs, and efficiency ratios across multiple business accounts.
- Multi-sheet data organization
- Automated revenue and cost calculations
- Efficiency ratio metrics
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 & CRMAdvertising Media ROI Calculator Template
Calculate and analyze return on investment across multiple advertising channels and campaigns with interactive dashboards and performance metrics.
- Interactive month and year selectors
- Automated campaign counter
- Cost per click calculations
Sales & CRMAnnual Sales Staff Ranking
Track and compare individual sales performance against targets with completion rates and rankings.
- Sales target vs. actual results comparison
- Completion rate calculation
- Individual performance scoring
Sales & CRMArea vs Product Sales Statistics
Compare sales performance across regions and products with visual dashboards and trend analysis.
- Area-based sales breakdown
- Product category segmentation
- SUM calculations for revenue totals
Sales & CRMBalanço de Vendas e Metas para 2003
Track consolidated sales performance against targets and monitor outstanding loan balances.
- Sales vs. target comparison
- Consolidated loan balance tracking
- 2003 annual performance summary
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 & CRMBid 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
Sales & CRMBlue Sales Report
Track quarterly sales by product and customer with automated pivot summaries and top performer rankings.
- Quarterly breakdown by product and customer
- Top 10 products summary sheet
- Top 10 customers summary sheet
Sales & CRMBlue Sales Report
Track quarterly sales by product and customer with automated summaries and top 10 rankings.
- Raw sales data by product and customer
- Quarterly revenue breakdown (Q1-Q4)
- Automatic product summary pivot table
Sales & CRMBranch Sales Revenue 1996
Track annual sales by branch location with automatic totals and visual chart representations.
- Automatic SUM calculations for branch totals
- Column chart visualization of sales data
- Bar chart alternative view
Sales & CRMClient Revenue Tracker
Track sales and revenue across multiple clients in one overview sheet.
- Up to 8 client columns
- Item/category rows
- Side-by-side revenue comparison
Sales & CRMClient 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
Sales & CRMCold Email Sales Weekly Activity Spreadsheet
Track weekly cold email sends and measure sales activity intensity week-over-week.
- Week-by-week email send comparison
- Simple volume tracking for cold outreach
- Visual week-over-week activity metrics
Sales & CRMColis-Mercato AG Multi-Branch Sales Dashboard
Track cumulative weekly group sales across three regional branches with consolidated summary reporting.
- Separate tracking sheets for three regional branches
- Automated SUM consolidation to summary sheet
- Weekly cumulative sales calculations scaled to tens
Sales & CRMCommission Tracking Log
Track employee commissions by date and staff member with automatic totals.
- Commission amount columns
- Employee name tracking
- Date-stamped transaction records
Sales & CRMCompany Sales Result Analysis
Track and analyze sales performance with automated calculations and visual charts.
- Automated calculations using AVERAGE, IF, MAX, RANK
- Pre-built sales status tracking
- Visual charts for performance visualization