Template library
3,210 templates.
Sales & CRMSales Analysis
Track and compare individual sales staff performance month-by-month with rankings and visual charts.
- Automatic staff ranking by sales volume
- Monthly sales comparison columns
- SUM formulas for total calculations
Sales & CRMSales Analysis By Product
Track product performance across years with comparative sales data and visual insights.
- Multi-year sales data comparison (2019-2021)
- Automatic calculation of averages and totals
- MIN/MAX functions to identify best and worst performers
Sales & CRMSales Analysis by Quarter
Track and visualize quarterly sales performance with automated totals and visual charts.
- Quarterly sales breakdown by product or region
- Automatic total calculations with SUM functions
- Built-in charts for visual trend analysis
Sales & CRMSales Analysis by State
Track regional sales performance against targets with variance analysis and visual charts.
- Variance calculation (Actual vs Target)
- State-by-state sales comparison
- Auto-generated performance charts
Sales & CRMSales Analysis Chart
Track sales performance against targets with completion percentages and visual charts.
- Target vs. Actual comparison columns
- Automatic completion percentage calculation
- Built-in performance charts
Sales & CRMSales Analysis Report
Track monthly sales performance with visual charts showing revenue and units sold by period.
- Monthly sales data entry
- Sales amount tracking
- Units sold tracking
Sales & CRMSales and Revenue Thermometer Chart
Track quarterly sales performance against revenue targets with visual thermometer gauge.
- Thermometer gauge visualization
- Quarterly revenue comparison
- Target vs. actual revenue display
Budgeting & Expense ManagementSales Budget Template
Track and forecast sales revenue by product, location, or time period with automatic calculations and visual charts.
- Automatic SUM calculations for revenue totals
- Visual charts comparing budgeted vs actual sales
- Product or location-based breakdown
Budgeting & Expense ManagementSales Budget Template US
Plan and track sales revenue by product line with visual performance charts.
- Automated SUM formulas for revenue totals
- Visual charts for sales comparison
- Multi-category product line breakdown
Sales & CRMSales Call Log
Track every sales call with company details, dates, and outcomes to build accountability and improve follow-up.
- Company name field for prospect identification
- Call date tracking for timeline visibility
- Address field for location context
MarketingSales Campaigns Planner Excel Template
Plan, track, and monitor marketing campaigns across 12 months with daily activity status updates.
- 12 monthly sheets for year-round planning
- Daily activity columns with status tracking
- Automated month and day name formatting
Sales & CRMSales Chart
Track monthly sales performance by revenue and quantity with built-in charting.
- Monthly sales amount tracking (RM)
- Unit quantity sold tracking
- Pre-built sales charts
Sales & CRMSales Client's Historical Deal Data Template
Track and analyze historical sales deals and client information with automated deal tracking, client records, and product management.
- Automatic deal counting formula
- Sum calculations for total deal amounts
- Auto-generated deal IDs with sequential numbering
Sales & CRMSales Commission Calculation
Calculate and track sales commissions by team with automated formulas and visual reporting.
- Automated SUM formulas for commission totals
- Team-based commission tracking
- Visual charts for commission analysis
Sales & CRMSales Commission Calculator
Automatically calculate tiered commission rates and track earnings based on sales performance metrics.
- Automatic percentage-based commission calculations
- Multiple tier formulas (5%, 10% calculations)
- Quick visual comparison with charts
Sales & CRMSales Commission Calculator
Automatically calculate commissions based on sales performance and commission rates.
- Automatic commission calculation from sales totals
- Configurable commission percentage rates
- Error handling with IFERROR formulas
Sales & CRMSales Commission Calculator
Calculate commissions automatically based on sales figures and percentage rates.
- Automatic commission calculation from sales totals
- Commission percentage customization
- Built-in error handling with IFERROR
Sales & CRMSales Commission Calculator Template
A comprehensive template for calculating and managing sales commissions across multiple employees with automated commission tracking and employee data management.
- Employee name and contact information management
- Sales amount tracking by employee
- Automated commission calculations using FILTER and VLOOKUP
Invoicing & BillingSales Contract Payment Schedule Template
Track and manage contract-based payment schedules with client information, payment status monitoring, and automated summaries.
- Multi-sheet organization with Payment Schedule, Tracker, Client Information, and Setup tabs
- Automatic month extraction from due dates using TEXT and IF formulas
- VLOOKUP integration to link payment records with client details
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
Sales & CRMSales Data Analysis by Quarter
Track quarterly sales performance with quantity sold and revenue totals.
- Quarterly sales data entry
- Automated SUM calculations for totals
- Sales amount tracking in RM currency
Sales & CRMSales Data Analysis Template
Track monthly sales performance with Y-O-Y growth comparisons and demographic breakdowns.
- Monthly sales entry with white cell input
- Y-O-Y growth calculation
- Demographic breakdown by sex