Template library

1,875 templates.

Sales Expense Budget Template previewBudgeting & Expense Management

Sales 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
beginner.xlsx
Sales Expense Budget Template previewBudgeting & Expense Management

Sales 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
beginner.xlsx
Sales Forecast Excel Template With Charts previewSales & CRM

Sales 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
intermediate.xlsx
Sales Forecasting Gantt Chart previewSales & CRM

Sales 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
intermediate.xlsx
Sales Forecasting Gantt Chart previewSales & CRM

Sales 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
intermediate.xlsx
Sales Gantt Chart Excel previewProject Management

Sales 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
intermediate.xlsx
Sales Hacker Activity Scorecard previewSales & CRM

Sales 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
beginner.xlsx
Sales Hacker Pipeline Tracker Spreadsheet previewSales & CRM

Sales 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
beginner.xlsx
Sales Hacker Sequence Builder previewSales & CRM

Sales 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
intermediate.xlsx
Sales History Report previewSales & CRM

Sales 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.)
intermediate.xlsx
Sales Inventory previewInventory & Operations

Sales 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
beginner.xlsx
Sales Invoice previewInvoicing & Billing

Sales 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
beginner.xlsx
Sales Invoice Template previewInvoicing & Billing

Sales 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
beginner.xlsx
Sales Invoice Template previewInvoicing & Billing

Sales 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
beginner.xlsx
Sales Invoice Template previewInvoicing & Billing

Sales 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
beginner.xlsx
Sales Invoice Template with Price List previewInvoicing & Billing

Sales 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
intermediate.xlsx
Sales Invoice Tracker previewInvoicing & Billing

Sales 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
intermediate.xlsx
Sales Invoices with Price List previewInvoicing & Billing

Sales 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
intermediate.xlsx
Sales Knowledge Transfer Templates previewSales & CRM

Sales 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
intermediate.xlsm
Sales Lead Follow Up Planner previewSales & CRM

Sales 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
intermediate.xlsx
Sales List with Highlighting previewInventory & Operations

Sales 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
intermediate.xlsx
Sales Management Gantt Chart previewProject Management

Sales 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
intermediate.xlsx
Sales Numbers Tracker previewSales & CRM

Sales 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
beginner.xlsx
Sales Order Confirmation Template previewInvoicing & Billing

Sales 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
beginner.xlsx
Showing 1369–1392 of 1,875
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