Template library
1,875 templates.
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
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
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
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
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
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 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
Invoicing & BillingSales Receipt Template
Professional sales receipt with customizable company details and printable format for transactions.
- Customizable company details through Settings sheet
- Conditional display of company information
- Separate printable receipt view
Invoicing & BillingSales Receipt Template
Professional receipt template to document sales transactions with automatic calculations and company branding.
- Company name and slogan customization
- Automatic receipt numbering
- Date field for each transaction
Invoicing & BillingSales Reconciliation Template
Reconcile sales transactions and verify revenue accuracy with automated formulas and vendor tracking.
- Pre-built reconciliation formulas with AND/IF/SUM functions
- Automatic discrepancy flagging
- Transaction matching and verification
Sales & CRMSales Rep Performance Review Template
Track and evaluate sales representative performance with metrics, ratings, and improvement planning.
- Structured performance rating sections
- Sales metrics tracking and analysis
- Improvement planner with goals and action items
Sales & CRMSales Report
Track team sales performance by month with summary charts and automatic totals.
- Monthly sales entry columns
- Automatic SUM calculations for totals
- Built-in performance charts
Sales & CRMSales Report
Track product sales by customer with unit quantities and revenue calculations.
- Transaction-level sales details
- Automatic revenue calculation per sale
- Customer and product tracking