Template library
3,445 templates.
Project ManagementSales Action Plan Template
Track action items, champions, and deadlines to fix critical issues and drive sales initiatives forward.
- Champion/Owner assignment
- Due date tracking
- Action item descriptions
Project ManagementSales Activity Gantt Chart
Visualize your sales team's activities and timelines on a Gantt chart to track progress and manage workload effectively.
- Salesperson name field
- Period of sales tracking
- Gantt timeline visualization
Project ManagementSales Activity Gantt Chart
Visualize sales activities and timelines to track team progress and manage deal pipelines effectively.
- Visual timeline for sales activities
- Sales person assignment tracking
- Period-based activity scheduling
Sales & CRMSales Activity Gantt Chart
Track sales rep activities and pipeline progression with visual timeline bars for better forecasting and accountability.
- Rep-by-rep activity rows
- Time-based horizontal bars for deal stages
- Sales period date fields
Project ManagementSales Activity Gantt Chart
Track sales activities and timelines visually with a Gantt chart to manage pipeline progression.
- Salesperson name tracking
- Customizable period timeframes
- Visual activity timeline bars
Sales & CRMSales Activity Report Sample Template
Track and summarize sales activities by person for monthly reporting and performance analysis.
- Monthly date header
- Sales person identification
- Company field
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
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
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 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