Template library
82 templates in this category.
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 & 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 & 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 & 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 & CRMConsolidado Administrativo: Sales Balance & Goals 2003
Track sales performance against targets with consolidated administrative balance sheet for annual planning.
- Sales balance tracking by period
- Target vs. actual comparison
- Outstanding balance summaries
Sales & CRMCRM 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
Sales & CRMCustomer Acquisition Cost Template
Track marketing spend and customer acquisition across channels to optimize your CAC and marketing ROI.
- Customer acquisition cost by marketing channel
- Marketing expense tracking by channel
- Customer count by acquisition source
Sales & CRMCustomer 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
Sales & CRMCustomer Profitability Analysis
Analyze revenue and margins by customer to identify your most profitable accounts and optimize growth strategy.
- Customer-by-customer profit summary
- Revenue and margin calculations by account
- MAX/MIN analysis to spot best and worst performers
Sales & CRMDaily Marketing Report Template
A comprehensive daily marketing report template that tracks sales activities, inventory, and performance metrics with automated calculations.
- Pre-formulated cells for automated calculations
- Multi-sheet organization (Marketing Report, Sales, Inventory List, Set Up)
- Date tracking with TODAY() function
Sales & CRMDaily Sales Report Excel Template
Track daily sales by product and rep with automated summaries and price lookups.
- Automated product price lookups with VLOOKUP
- Daily transaction logging with item codes and units sold
- Sales rep and company information integration
Sales & CRMDaily Sales Tracker
Track daily sales transactions by time, SKU, and amount with automated inventory lookup and tax calculation.
- Transaction-level logging by date and time
- Automated product description lookup from inventory
- Daily cash register sales summary by SKU
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 & CRME-commerce Sales Data Model Template
A comprehensive template for tracking and analyzing e-commerce sales data across product categories, orders, and payment methods with automated reporting.
- Automated SUMIF formulas for sales aggregation by category
- Product master data with ID generation using ROW and TEXT functions
- Dynamic charts and sparklines for visual sales trends
Sales & CRME-Commerce Sales Data Model Template
A comprehensive template for tracking and analyzing e-commerce sales data with product details, categories, and sales summaries.
- Sales summary by category using SUMIF formulas
- Product detail tracking with auto-generated IDs
- Order status and payment method setup
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 & CRMHandmade Small Business Tracker
Manage orders, inventory, and sales in one place—track invoices, finished goods, and raw materials with automatic calculations.
- Order tracker with invoice status and payment tracking
- Finished products inventory with in-stock and reorder alerts
- Raw materials inventory with automatic stock counting
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 & CRMIndividual Salesperson Chart
Track monthly sales performance against targets for individual salespeople with automated comparisons and visual dashboards.
- Automated sales vs. target comparison
- Monthly performance tracking across multiple salespeople
- Visual chart representation of actual vs. target sales