Template library
3,210 templates.
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
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
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
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
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)
Invoicing & BillingSales Proposal Budgeting Sheet Template
A template for budgeting sales proposals with estimated vs. actual cost tracking and variance analysis.
- Summary overview dashboard
- Estimated vs. actual cost comparison
- Automatic variance calculations
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
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 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 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
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 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
Sales & CRMSales Report
Track product sales by customer with unit quantities and revenue calculations.
- Transaction-level sales details
- Automatic revenue calculation per sale
- Customer and product tracking