Template library
3,445 templates.
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
Sales & CRMSales Data by Team
Track and visualize quarterly sales performance across multiple teams with built-in charts.
- Quarterly sales data table by team
- Automatic charts for visual trend analysis
- Team-by-team performance comparison
Sales & CRMSales Data Statistic
Track cumulative sales performance against targets with dynamic formulas and visual charts.
- SUM formulas for automatic accumulation
- IF logic for conditional analysis
- Charts visualizing sales vs. targets
Sales & CRMSales Detail Listing
Track individual sales transactions with company details, amounts, and automatic totals.
- Company-level sales detail rows
- Automatic SUM calculations for total sales
- IFERROR handling for data integrity
Data Analysis & VisualizationSales Donut Chart
Visualize sales performance with an interactive donut chart that updates automatically from your data.
- Auto-updating donut chart
- Editable data ranges
- Professional chart formatting
Project ManagementSales Enablement Roadmap
Track sales enablement initiatives across phases from planning through completion.
- Step-by-step phase tracking
- Completion status indicators
- Visual progress representation
Sales & CRMSales Event Feedback Form Template
Capture and organize feedback from sales events with evaluator details and structured response tracking.
- Evaluator name and contact tracking
- Event location and date capture
- Organizer identification
MarketingSales Event Promotion Schedule Template
Comprehensive template for planning and tracking sales event promotions with timeline coordination and multi-channel campaign management.
- Event information tracking with dates and names
- Promotion timeline management (start/end dates)
- Promotion channels and activities tracking
Data Analysis & VisualizationSales Excel Chart Template
Visualize sales data with pre-built charts to track performance and trends at a glance.
- Pre-formatted Excel chart templates
- Multiple chart types for different data scenarios
- Easy data input and automatic chart updates
Sales & CRMSales Excel Chart Template
Visual chart template for tracking and presenting sales data with customizable axes and data series.
- Pre-formatted Excel chart structure
- Sample data included for reference
- Customizable data series and axes
Budgeting & Expense ManagementSales Expense Budget Template
Track and control sales department spending against budget targets with real-time variance analysis.
- Budget vs. actual comparison
- Automatic variance calculations
- Visual charts for spending trends
Budgeting & Expense ManagementSales Expense Budget Template
Track and control sales department spending against budget targets with variance analysis.
- Budget vs actual comparison
- Automatic variance calculations
- Expense category breakdown
Sales & CRMSales Forecast Excel Template With Charts
Project 3-year sales with automated charts and calculations to guide revenue planning.
- 3-year rolling sales forecast with monthly/quarterly breakdown
- Automated charts visualizing sales trends and growth
- Formulas linking multiple sheets for real-time updates
Sales & CRMSales Forecasting Gantt Chart
Visualize sales pipeline milestones and forecast timelines with task tracking and progress monitoring.
- Task-based timeline view with start and end dates
- Supervisor assignment for accountability
- Progress percentage tracking by task
Sales & CRMSales Forecasting Gantt Chart
Visualize sales pipeline milestones and forecast timelines with interactive Gantt tracking.
- Supervisor assignment per forecast task
- Start and end date scheduling
- Progress percentage tracking
Project ManagementSales Gantt Chart Excel
Track sales project timelines and milestones with Gantt visualization and resource allocation.
- Interactive Gantt chart visualization
- Task dependencies and critical path
- Resource assignment tracking
Sales & CRMSales Hacker Activity Scorecard
Track weekly sales activities and wins against quarterly goals to optimize team performance.
- Weekly activity tracking by metric type
- Automated goal calculations from quarterly targets
- Calls, conversations, and opportunities logging
Sales & CRMSales Hacker Pipeline Tracker Spreadsheet
Track sales opportunities, deal size, and win probability by quarter to forecast revenue and manage your pipeline.
- Quarterly opportunity pipeline view
- Deal size and probability tracking
- Sales rep assignment columns
Sales & CRMSales Hacker Sequence Builder
Plan and track multi-touch sales sequences with daily activities and completion status.
- Daily activity scheduler
- Dual activity columns per day
- Completion checkbox tracking