Template library
1,658 templates.
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
MarketingSales Event Promotion Schedule Template
Comprehensive template for planning and tracking sales event promotions with timeline coordination and multi-channel campaign management.
- Event information tracking with dates and names
- Promotion timeline management (start/end dates)
- Promotion channels and activities tracking
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
Project ManagementSales Gantt Chart Excel
Track sales project timelines and milestones with Gantt visualization and resource allocation.
- Interactive Gantt chart visualization
- Task dependencies and critical path
- Resource assignment tracking
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.)
Invoicing & BillingSales Invoice Template with Price List
Professional invoices with automatic line items and pricing lookup from your product catalog.
- Multiple invoice layout templates
- Automated price lookup from price list using INDEX-MATCH
- Editable company header and address fields
Invoicing & BillingSales Invoice Tracker
Track invoices, customers, and line items with automated calculations and lookups.
- Customer lookup linked to invoice records
- Automated tax calculation with SUMIF formulas
- Line-item detail tracking per invoice
Invoicing & BillingSales Invoices with Price List
Create professional invoices with automatic price lookups from your master price list.
- Multiple invoice layout options (1a, 1b, 2a, 2b)
- Automated price lookup using INDEX/MATCH formulas
- Centralized price list with item descriptions and numbers
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
Inventory & OperationsSales List with Highlighting
Track inventory items and highlight products due for reorder with conditional formatting.
- Conditional highlighting for items marked for reorder
- Inventory ID and product name tracking
- Unit price column for cost reference
Project ManagementSales Management Gantt Chart
Track sales activities and milestones across timelines with visual Gantt scheduling.
- Start date tracking with date formulas
- Weekly interval columns
- Formula-based timeline calculations
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
Project ManagementSales Plan Gantt Chart
A Gantt chart for planning and tracking sales activities and milestones over time with task assignments and daily progress.
- Gantt chart visualization
- Task assignment tracking
- Daily progress columns
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