Template library
82 templates in this category.
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.)
Sales & CRMSales Knowledge Transfer Templates
Streamline onboarding and handoffs by documenting sales processes, client info, and key learnings in one place.
- Project and team member information tracking
- Key client and contact details documentation
- Process workflow mapping and notes
Sales & CRMSales KPI Dashboard
Track and visualize monthly sales performance metrics for individual sales agents with KPI calculations and trend analysis.
- Monthly sales data input
- Automated KPI calculations using SUM and AVERAGE
- VLOOKUP for data reference
Sales & CRMSales Lead Follow Up Planner
Track and manage sales lead follow-ups with client-wise reports and automated tracking across multiple sheets.
- Multi-sheet tracking with linked data pull-through
- Automated client-wise report generation with VLOOKUP
- Printable format for field use and client meetings
Sales & CRMSales Performance Evaluation Excel Template
Track and analyze individual sales performance with quarterly charts and automated ranking.
- Automated ranking with RANK function
- Quarterly performance charts
- Company and location tracking
Sales & CRMSales Pipeline & Funnel Tracker
Visualize your sales stages and track prospects through each funnel level to identify conversion bottlenecks.
- Visual sales funnel chart by stage
- Prospects and lost lead tracking
- Unqualified prospect segmentation
Sales & CRMSales Pipeline Template
Track leads from prospect to close with visual pipeline stages and deal progress.
- Quarterly pipeline organization
- Lead and prospect tracking
- Sales stage visibility
Sales & CRMSales Pipeline Tracker
Track sales opportunities by executive, region, and client with automated pipeline management.
- Automated lookup of salesperson regions
- Date-stamped opportunity records
- Client and company address tracking
Sales & CRMSales Product Cost vs Profit Analysis
Track product costs, sales, and profit margins by month to optimize pricing and identify profitable product lines.
- Month-by-month sales tracking
- Cost versus sales comparison
- Automatic profit calculations with SUM formulas
Sales & CRMSales Product Cost vs Profit Analysis
Compare product sales against costs to identify profitability by month and product line.
- Cost vs Sales comparison by product
- Monthly profit calculations
- Summary charts and visualizations
Sales & CRMSales Proposal Approval Workflow Template
Structured workflow template for tracking and approving sales proposals through multiple stages
- Proposal ID tracking
- Date recording
- Status management (Pending/Approved/Rejected)
Sales & CRMSales Proposal Conversion Rate Dashboard Template
Track and visualize sales proposal conversion rates and performance metrics by sales representative across multiple time periods.
- VLOOKUP formulas for dynamic data retrieval
- Month-by-month comparison columns
- Sales representative performance rankings
Sales & CRMSales Proposal Feedback Analysis Template
Track and analyze feedback on sales proposals to identify improvement opportunities and optimize future proposal outcomes.
- Proposal date tracking
- Feedback submission and review dates
- Structured feedback collection
Sales & CRMSales Proposal Profit Margin Calculator Template
A spreadsheet tool to calculate and analyze profit margins across monthly sales proposals, tracking revenue and cost of goods sold.
- Monthly revenue tracking columns (Jan-Nov)
- Cost of Goods Sold (COGS) line items
- Automatic profit margin calculations using SUM and IFERROR functions
Sales & CRMSales Proposal ROI Analysis Template
Track and analyze the return on investment for sales proposals with proposal counts, sales amounts, and ROI calculations.
- COUNTA formulas for proposal counting
- SUM formulas for sales totals
- IF and IFERROR functions for conditional logic
Sales & CRMSales Proposal Scorecard Template
A scoring and evaluation system for sales proposals with categorized ratings and visual tracking.
- Scoring system with multiple rating levels
- Automated count tracking by score category
- Visual charts for proposal performance distribution
Sales & CRMSales Quote and Proposal Timeline Template
Track sales quotes and proposals with timeline tracking, status monitoring, and quoted amount summaries using dynamic formulas.
- Dynamic quote and proposal timeline view
- Automatic total amount calculation using SUM
- Pending proposal counting with COUNTIF
Sales & CRMSales Quote Expiry Date Tracker Template
Monitor and track sales quotes by expiry date with automated summaries and expiration rate analysis.
- Automated monthly summary with quote expiration counts
- Expiration rate calculation as percentage of total quotes
- Conditional formatting to highlight expired quotes
Sales & CRMSales Rep Performance Review Template
Track and evaluate sales representative performance with metrics, ratings, and improvement planning.
- Structured performance rating sections
- Sales metrics tracking and analysis
- Improvement planner with goals and action items
Sales & CRMSales Resource Planning Dashboard Template
Plan and allocate sales team resources with visual dashboards tracking assignments, timelines, and capacity.
- Resource name and job title tracking
- Start date and duration fields for assignments
- End date auto-calculation with INT formulas
Sales & CRMSales Roadmap Template
Plan quarterly sales initiatives with weekly milestones and customer focus tracking.
- Week-by-week milestone breakdown
- Customer focus definition section
- Sales plan structure
Sales & CRMSales Staff Quarterly Sales Tracker
Track individual and team sales performance by volume and revenue across quarters with area-based analysis.
- Monthly sales volume and revenue tracking by staff member
- Quarterly analysis aggregated by geographic area
- Automatic ranking of sales staff using RANK function
Sales & CRMSales Staff Yearly Performance Analysis
Track and compare sales staff performance against targets with growth metrics and visual charts.
- Year-over-year sales comparison
- Automatic growth rate calculation
- Performance vs. target tracking