Template library
91 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 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 & 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 & 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 summaries and top 10 rankings.
- Raw sales data by product and customer
- Quarterly revenue breakdown (Q1-Q4)
- Automatic product summary pivot table
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 & 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 & 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 & 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
Sales & CRMCustomer 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
Sales & CRMDaily Sales Report
Track daily sales by person, customer, and order with automated summaries and visual charts.
- Sales person and customer breakdown
- Automated sum calculations by sales person
- Visual charts for daily performance trends
Sales & CRMDepartment Sales Data Statistic
Track and visualize monthly sales performance across departments with automated summaries.
- Monthly sales data entry by department
- Automatic SUM calculations for totals
- Visual charts to display trends and comparisons
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 & CRMIC 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
Sales & CRMLead 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
Sales & CRMMid Term Sales Analysis
Track and visualize sales performance across months with built-in charts to identify trends and patterns.
- Monthly sales data entry
- Built-in charts for visual trend analysis
- Pre-formatted reporting structure
Sales & CRMMid Year Product Sales Report
Track product sales performance across six months with monthly breakdowns and visual charts.
- Monthly sales columns (Jan–May)
- Product-level sales breakdown
- SUM formulas for total calculations
Sales & CRMMid Year Sales Data Analysis
Track and analyze sales performance by month with ranking functions and visual charts.
- Monthly sales data organization
- RANK function for performance ranking
- Pre-built sales charts and graphs
Sales & CRMMonthly Sales & Purchase Tracking
Track monthly purchases and sales with movement analysis and visual charts.
- Monthly sales and purchase columns
- Automatic charting of movement data
- Simple row-based transaction summary