Template library
41 templates in this category.
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 & 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 & 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 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 & 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 & 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
Sales & CRMMid Term Sales Analysis
Track and visualize product sales performance across multiple months to identify trends and top performers.
- Monthly sales data by product
- Comparative product performance table
- Built-in charts for trend visualization
Sales & CRMMid Year Sales Analysis Report
Track and analyze sales performance month-by-month with ranking functions and visual charts.
- Month-by-month sales breakdown
- Automatic ranking of sales metrics
- Visual charts for trend analysis
Sales & CRMNet Sales & Profit Breakdown Dashboard
Track net sales and profit by product, year, and region with dynamic filtering and visual charts.
- Dynamic drop-down filtering by year and country
- Automated net sales and profit calculations
- Multi-sheet data structure for organization
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 & CRMPersonal Sales Analysis
Track individual sales performance monthly with dynamic reporting and visual analysis.
- Dynamic data lookup by sales rep name
- Monthly sales comparison chart
- Automated calculation with INDEX formula
Sales & CRMQuarterly Sales Result Analysis
Track monthly sales performance against targets with completion rates and visual comparisons.
- Month-by-month target vs actual comparison
- Automatic completion percentage calculations
- Performance ranking by month
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 Analysis By Product
Track product performance across years with comparative sales data and visual insights.
- Multi-year sales data comparison (2019-2021)
- Automatic calculation of averages and totals
- MIN/MAX functions to identify best and worst performers
Sales & CRMSales and Revenue Thermometer Chart
Track quarterly sales performance against revenue targets with visual thermometer gauge.
- Thermometer gauge visualization
- Quarterly revenue comparison
- Target vs. actual revenue display
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 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 & CRMSales History Report
Track product sales, affiliates, transactions, and payment methods in one organized report.
- Transaction ID logging for audit trails
- Affiliate performance tracking by name
- Payment method recording (HotPay, etc.)