Template library
82 templates in this category.
Sales & CRMSales Statistic & Analysis
Track team and individual sales performance with automated ranking and visual analysis.
- Automated ranking by sales amount
- AVERAGE and SUM calculations
- VLOOKUP employee lookup
Sales & CRMSales Statistics Dashboard
Track sales amount, quantity, products, and areas with visual charts and summary metrics.
- Automatic SUM calculations
- Linked data formulas
- Sales quantity tracking
Sales & CRMSales Strategy Roadmap
Plan quarterly sales strategies with competitive analysis and monthly milestones.
- Monthly milestone columns
- Competitive analysis section
- Strategy development framework
Sales & CRMSales Team Performance, Pipeline & Tracker
Track leads through your sales pipeline, monitor team performance, and visualize your sales funnel in one workbook.
- Sales pipeline tracking with multiple stages
- Sales funnel visualization
- Activity log with timestamps and action tracking
Sales & CRMSales Yearly Commission Summary Template
Track and summarize sales commissions across multiple salespeople throughout the year with monthly breakdowns and year-over-year comparison capabilities.
- Multiple year worksheets (2024, 2025, and blank template)
- Monthly sales tracking by individual salesperson
- Automated COUNTA function to count active salespeople
Sales & CRMSchool Shop Revenue Tracker Template
A comprehensive spreadsheet for managing school shop operations including revenue tracking, expenses, products, and profitability analysis.
- Multi-sheet organization (Revenue Tracker, Expenses Tracker, Product Management, Setup)
- Automated revenue summation by month
- Dynamic product lookup with VLOOKUP integration
Sales & CRMTouch Base Tracker
Organize quarterly networking plans and track routine contact touchpoints with your professional network.
- Quarterly network expansion planning sheets (Q1-Q4)
- Contact categorization system (Routine Regulars and other segments)
- Touchpoint tracking and scheduling
Sales & CRMTrading Dashboard Template
Track trades, visualize P&L, and analyze performance with automated profit/loss calculations and charts.
- Automated profit/loss calculations with conditional formulas
- Dynamic dashboard with charts for visual P&L analysis
- Trade database with entry date, exit date, and strategy fields
Sales & CRMWeekly Chart Template
Track sales performance across weekdays with a structured weekly chart organizing data by sales agents and daily metrics.
- Weekly data organization by agent
- Daily sales tracking columns
- Multiple week data sheets
Sales & CRMWeekly KPI Template
Track key performance indicators across sales, website traffic, and lead generation on a weekly basis with automated calculations and date tracking.
- Automated week number calculation
- Multiple KPI categories
- Sales performance tracking