Template library
3,445 templates.
Sales & CRMSales History Report
Track product sales, affiliates, transactions, and payment methods in one organized report.
- Transaction ID logging for audit trails
- Affiliate performance tracking by name
- Payment method recording (HotPay, etc.)
Sales & CRMSales History Report
Track product sales, affiliates, and payment methods with transaction details and currency conversion data.
- Transaction ID tracking
- Affiliate partner records
- Multiple currency support
Inventory & OperationsSales Inventory
Track product stock levels, units, and balance changes from start date to present.
- Product name and unit type columns
- Starting inventory balance capture
- Current stock balance tracking
Invoicing & BillingSales Invoice
Professional invoice template to bill customers and track payments with automatic calculations.
- Customizable company header
- Automatic SUM calculations for totals
- Date tracking on each invoice
Invoicing & BillingSales Invoice Template
Professional invoice template to bill customers and track payment status effortlessly.
- Customizable company header and branding
- Itemized line items with quantity and pricing
- Automatic tax calculation fields
Invoicing & BillingSales Invoice Template
Professional invoice template to bill clients and track sales transactions with automatic calculations.
- Pre-formatted company header with contact details
- Client information section
- Itemized line items with descriptions and amounts
Invoicing & BillingSales Invoice Template
Professional multi-layout invoices with customizable company details and automatic calculations.
- Multiple invoice layouts (portrait and landscape)
- Conditional company branding display
- Bill To and Ship To address fields
Invoicing & BillingSales Invoice Template
Professional invoice template to bill customers with itemized products and automatic total calculations.
- Company name and slogan header
- Invoice numbering and date field
- Customer billing information section
Invoicing & BillingSales 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
Invoicing & BillingSales 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
Invoicing & BillingSales 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
Invoicing & BillingSales 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
Sales & CRMSales 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
Sales & CRMSales 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
Sales & CRMSales 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
Inventory & OperationsSales 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
Project ManagementSales 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
Invoicing & BillingSales Markup & Pricing Calculator
Calculate and visualize product pricing at multiple markup levels with automated formulas.
- Automatic markup calculations at multiple percentages
- Formula-based price computation
- Visual charts for pricing comparison
Sales & CRMSales 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
Sales & CRMSales 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
Invoicing & BillingSales 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
Sales & CRMSales 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)
Invoicing & BillingSales 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
Invoicing & BillingSales 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