Template library

3,210 templates.

Sales Invoice Template previewInvoicing & Billing

Sales Invoice Template

Professional sales invoice template for tracking and managing customer billing with product details, pricing, and payment information.

  • Company header with contact information
  • Product management sheet with descriptions and prices
  • Customizable unit options
beginner.xlsx
Sales Invoice Template with Price List previewInvoicing & Billing

Sales 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
intermediate.xlsx
Sales Invoice Tracker previewInvoicing & Billing

Sales 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
intermediate.xlsx
Sales Invoices with Price List previewInvoicing & Billing

Sales 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
intermediate.xlsx
Sales Knowledge Transfer Templates previewSales & CRM

Sales 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
intermediate.xlsm
Sales KPI Dashboard previewSales & CRM

Sales 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
intermediate.xlsx
Sales Lead Follow Up Planner previewSales & CRM

Sales 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
intermediate.xlsx
Sales List with Highlighting previewInventory & Operations

Sales 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
intermediate.xlsx
Sales Management Gantt Chart previewProject Management

Sales 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
intermediate.xlsx
Sales Networking Contact List Template previewSales & CRM

Sales Networking Contact List Template

Organize and track sales contacts with company details, roles, and communication info for relationship building.

  • Contact name, company, and job title fields
  • Email and phone number logging
  • Notes section for interaction tracking
beginner.xlsx
Sales Numbers Tracker previewSales & CRM

Sales 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
beginner.xlsx
Sales Order Confirmation Template previewInvoicing & Billing

Sales 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
beginner.xlsx
Sales Order Schedule previewSales & CRM

Sales 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)
beginner.xlsx
Sales Order Template previewInvoicing & Billing

Sales 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
beginner.xlsx
Sales Order Template previewInvoicing & Billing

Sales 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
beginner.xlsx
Sales Performance Evaluation Excel Template previewSales & CRM

Sales 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
intermediate.xlsx
Sales Pipeline & Funnel Tracker previewSales & CRM

Sales 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
intermediate.xlsx
Sales Pipeline Analysis Template previewSales & CRM

Sales 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
beginner.xlsx
Sales Pipeline Funnel Template previewSales & CRM

Sales 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
beginner.xlsx
Sales Pipeline Template previewSales & CRM

Sales 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
intermediate.xlsx
Sales Pipeline Tracker previewSales & CRM

Sales 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
intermediate.xlsx
Sales Plan – Fiscal Year previewSales & CRM

Sales 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
beginner.xlsx
Sales Plan Gantt Chart previewProject Management

Sales Plan Gantt Chart

Visual timeline for sales planning tasks with lead assignments and progress tracking.

  • Task name column
  • Lead assignment field
  • Progress percentage tracking
beginner.xlsx
Sales Plan Gantt Chart previewProject Management

Sales 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
intermediate.xlsx
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