Template library
1,259 templates.
Budgeting & Expense ManagementSales Expense Budget Template
Track and control sales department spending against budget targets with real-time variance analysis.
- Budget vs. actual comparison
- Automatic variance calculations
- Visual charts for spending trends
Sales & CRMSales Hacker Activity Scorecard
Track weekly sales activities and wins against quarterly goals to optimize team performance.
- Weekly activity tracking by metric type
- Automated goal calculations from quarterly targets
- Calls, conversations, and opportunities logging
Sales & CRMSales Hacker Pipeline Tracker Spreadsheet
Track sales opportunities, deal size, and win probability by quarter to forecast revenue and manage your pipeline.
- Quarterly opportunity pipeline view
- Deal size and probability tracking
- Sales rep assignment columns
Inventory & OperationsSales Inventory
Track product stock levels, units, and balance changes from start date to present.
- Product name and unit type columns
- Starting inventory balance capture
- Current stock balance tracking
Invoicing & BillingSales Invoice
Professional invoice template to bill customers and track payments with automatic calculations.
- Customizable company header
- Automatic SUM calculations for totals
- Date tracking on each invoice
Invoicing & BillingSales Invoice Template
Professional invoice template to bill clients and track sales transactions with automatic calculations.
- Pre-formatted company header with contact details
- Client information section
- Itemized line items with descriptions and amounts
Invoicing & BillingSales Invoice Template
Professional multi-layout invoices with customizable company details and automatic calculations.
- Multiple invoice layouts (portrait and landscape)
- Conditional company branding display
- Bill To and Ship To address fields
Invoicing & BillingSales Invoice Template
Professional invoice template to bill customers and track payment status effortlessly.
- Customizable company header and branding
- Itemized line items with quantity and pricing
- Automatic tax calculation fields
Sales & CRMSales Numbers Tracker
Track monthly sales by product with automatic totals and formatted reporting views.
- Multi-product sales columns
- Automatic monthly total calculations
- Formatted and unformatted worksheet options
Invoicing & BillingSales Order Confirmation Template
Confirm customer orders with itemized details, totals, and company information in one professional document.
- Company and customer information sections
- Itemized line-item entry area
- Automatic SUM calculations for order totals
Sales & CRMSales Order Schedule
Track sales orders from creation through completion with status monitoring and progress charts.
- Automated status counting via COUNTIF
- Completed vs Progressing order visualization
- Large-scale order capacity (2000+ rows)
Invoicing & BillingSales Order Template
Create professional sales orders with automatic calculations for customer details and line items.
- Company and customer information sections
- Itemized line items with quantity and price columns
- Automatic SUM calculations for order totals
Invoicing & BillingSales Order Template
Create professional sales orders with automatic calculations for quantities, pricing, and totals.
- Automatic SUM calculations for order totals
- Company name and contact information display
- Itemized product/service line items
Sales & CRMSales Pipeline Analysis Template
Track and analyze sales pipeline by stage, quarter, and lead source to forecast revenue.
- Quarterly sales pipeline breakdown
- Sales stage categorization
- Lead source tracking
Sales & CRMSales Pipeline Funnel Template
Track leads through sales stages from initial contact to closed deals with visual funnel metrics.
- Multi-stage pipeline visualization
- Lead and deal categorization by status
- Quarterly sales tracking
Sales & CRMSales Plan – Fiscal Year
Project monthly sales by product for your fiscal year with automatic date calculations and performance tracking.
- Automated fiscal month-end date generation
- Year-over-year comparison columns
- Product-line sales organization
Project ManagementSales Plan Gantt Chart
Visual timeline for sales planning tasks with lead assignments and progress tracking.
- Task name column
- Lead assignment field
- Progress percentage tracking
Invoicing & BillingSales Price Quotation Template
Create professional price quotes with itemized costs, totals, and customer details in minutes.
- Automatic sum calculations for totals
- Itemized line items with individual pricing
- Customer contact information section
Accounting & BookkeepingSales Profit and Loss Statement Template
Track company revenue, expenses, and profitability with a structured P&L statement covering a defined period.
- Pre-structured P&L format with revenue and expense sections
- Automated SUM formulas for profit calculations
- Company name and period fields for clear identification
Sales & CRMSales Prospect Tracker
Track and manage sales prospects from first contact through closing to boost pipeline visibility.
- Prospect contact information fields
- Interaction and communication history log
- Deal value and stage tracking
Invoicing & BillingSales Quotation Sample
Create professional quotations for customers with automatic total calculations and company branding.
- Pre-filled company details (name, email, phone)
- Automatic SUM calculations for line totals
- Professional quotation layout
Invoicing & BillingSales Receipt Template
Professional receipt template to document sales transactions with automatic calculations and company branding.
- Company name and slogan customization
- Automatic receipt numbering
- Date field for each transaction
Invoicing & BillingSales Receipt Template
Professional sales receipt with customizable company details and printable format for transactions.
- Customizable company details through Settings sheet
- Conditional display of company information
- Separate printable receipt view
Sales & CRMSales Report
Track team sales performance by month with summary charts and automatic totals.
- Monthly sales entry columns
- Automatic SUM calculations for totals
- Built-in performance charts