Template library
82 templates in this category.
Sales & CRMInteractive Sales and Customer Insights Dashboard
A comprehensive dashboard template for tracking and visualizing sales performance, customer data, and product inventory with interactive charts and pivot table analysis.
- Interactive dashboard with sales metrics
- Pivot table summaries by region and product category
- XLOOKUP formulas for product and customer data retrieval
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 & CRMKPI Dashboard Template
Track quarterly revenue, variance, and incentives with automated calculations and visual charts.
- Automated SUBTOTAL calculations for revenue by quarter
- Variance computation between target and actual figures
- Monthly-to-quarterly performance aggregation
Sales & CRMKPI Template
A comprehensive Key Performance Indicator tracking template for monitoring sales targets, actuals, and variances across multiple years.
- Multi-year tracking sheets
- Variance calculation (Target vs Actual)
- Monthly average calculations
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 & 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 & CRMOperations Customer Journey Touchpoints Analysis Template
A comprehensive template for analyzing customer journey touchpoints across operational touchpoints, tracking customer information, and evaluating customer experience metrics.
- Customer database with demographic information
- Automatic customer ID generation using ROW and TEXT functions
- Company contact information integration
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 & CRMReal Estate KPI Dashboard Template
Comprehensive dashboard tracking key performance indicators for real estate operations including property listings, visitor metrics, and sales performance.
- Multi-sheet data aggregation
- Automated KPI calculations
- Array formulas for dynamic updates
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 Client's Historical Deal Data Template
Track and analyze historical sales deals and client information with automated deal tracking, client records, and product management.
- Automatic deal counting formula
- Sum calculations for total deal amounts
- Auto-generated deal IDs with sequential numbering
Sales & CRMSales Commission Calculator Template
A comprehensive template for calculating and managing sales commissions across multiple employees with automated commission tracking and employee data management.
- Employee name and contact information management
- Sales amount tracking by employee
- Automated commission calculations using FILTER and VLOOKUP
Sales & CRMSales Customer Feedback Sentiment Analysis Template
Track customer feedback and sentiment alongside sales data to analyze purchase patterns and customer satisfaction trends.
- Customer feedback and sentiment tracking
- Sales transaction logging with revenue calculations
- Month-based date grouping and analysis
Sales & CRMSales Customer Follow Up Schedule Template
Organize and track customer follow-up activities with scheduled contact methods and outcomes.
- Daily activity logging with date and customer details
- Customer contact information tracking (phone, email)
- Follow-up method classification
Sales & CRMSales Dashboard Template
A comprehensive sales tracking and dashboard template featuring real-time sales metrics, commission calculations, and performance analytics across multiple sales managers and product types.
- Dynamic dashboard with key performance indicators
- Automated commission calculations
- Monthly sales summaries and aggregations
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 interactive Gantt tracking.
- Supervisor assignment per forecast task
- Start and end date scheduling
- Progress percentage tracking
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