Template library
3,445 templates.
Sales & CRMSales 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
Sales & CRMSales 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
Sales & CRMSales 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
Sales & CRMSales 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
Sales & CRMSales 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
Sales & CRMSales 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
Sales & CRMSales 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
Project ManagementSales Plan Gantt Chart
Visual timeline for sales planning tasks with lead assignments and progress tracking.
- Task name column
- Lead assignment field
- Progress percentage tracking
Project ManagementSales 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
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
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
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
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