Template library
1,658 templates.
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
Project ManagementSales Project Tracker with Gantt Chart
Track sales projects with visual Gantt timeline, resource allocation, and automatic date calculations.
- Visual Gantt chart timeline
- Task and resource assignment
- Public holiday calendar integration
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
Invoicing & BillingSales Proposal Costing Sheet Template
A template for calculating and tracking costs associated with sales proposals, helping sales teams determine pricing and profitability.
- Automatic date stamp using TODAY() function
- Itemized line-item costing structure
- Unit price and description fields
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
Invoicing & BillingSales Quotation Template
Comprehensive sales quotation management system with product, employee, and client databases for generating professional quotes.
- Automatic quotation number generation using formulas
- Client management database with contact details
- Employee sales team directory
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
Invoicing & BillingSales Reconciliation Template
Reconcile sales transactions and verify revenue accuracy with automated formulas and vendor tracking.
- Pre-built reconciliation formulas with AND/IF/SUM functions
- Automatic discrepancy flagging
- Transaction matching and verification
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
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
Accounting & BookkeepingSalon Profit And Loss Template
A comprehensive profit and loss statement template designed specifically for salon businesses to track revenue, expenses, and profitability.
- Pre-formatted P&L structure
- Multiple sheet templates
- Revenue and expense categorization