Template library
186 templates in this category.
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 List Template
Organize and track customer details including names, IDs, and contact information in one centralized sheet.
- Customer ID system for unique identification
- Flexible info fields for custom customer data
- VLOOKUP integration for cross-sheet lookups
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
Track daily sales by person, customer, and order with automated summaries and visual charts.
- Sales person and customer breakdown
- Automated sum calculations by sales person
- Visual charts for daily performance trends
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 & CRMDepartment Sales Data Statistic
Track and visualize monthly sales performance across departments with automated summaries.
- Monthly sales data entry by department
- Automatic SUM calculations for totals
- Visual charts to display trends and comparisons
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 & CRMFunnel Sales Bar Chart
Visualize sales pipeline stages with a bar chart showing conversion rates and revenue at each funnel level.
- Pre-formatted bar chart layout
- Sales stage columns with conversion metrics
- Visual comparison of stage-to-stage performance
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 & CRMIC CRM Template
Track leads with company details, contact info, and projected sale amounts to manage your sales pipeline.
- Company and contact name fields
- Contact position tracking
- Website link storage
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 & 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