1. Excel Sales Tracking Templates Free

We all know that that making spreadsheets look nice can be a tedious task. On top of that, it’s difficult to come up with big-picture ideas to figure out how the entire spreadsheet should function, what you want it to do, and what you want it to show. Fortunately, we have templates. There are people out there who have done the work for us and made some awesome templates to help us get started with spreadsheets to manage our data or day to day tasks.Spreadsheets can be especially helpful for tracking leads, sales, marketing, and appointments.

Above all, you can manage the sales funnel from start to finish and create beautiful reports for internal and external use. Use ready-made sales templates exactly how they come, or customize them to fit the way you work. To get you started, we’ve got an overview of some of the best sales templates in Google Sheets. How to get templates in Google Sheets:There are a few different ways to access Google Sheets templates for sales.The first option is to use Google’s own templates in the Google Sheets Template Gallery. At the moment, there are around 25 templates in the Google Sheets gallery, both for professional and personal use.

There aren’t currently many specific sales templates, but keep an eye out for new additions! Nonetheless, several of the standard business templates (such as invoicing and project management) can also be really useful for sales teams.To access Google Sheets standard templates:1. Open Google Sheets.2. Click Template Gallery. Spreadsheet CRMSpreadsheet CRM is another sales and CRM dashboard template that was designed just for Google Sheets Users. Go to or, and directly open the template. It has the share setting View Only.

You need to click on File → Make a copy to make your own copy and get started. This template is designed for small businesses to use as a time and money-saving tool.

You establish a custom sales timeline, generate sales reports, assign tasks, and manage contacts and lead generation all in one place. Cold Email SalesThis template from is for tracking lead generation and sales via cold email.

It can also be modified for cold calling. This a great tool to manage sales performance with individual employees over a period of time. It’s a pretty simple template but it, on the other hand, helps you see the big picture of your cold email process. Tracking percentages and outcomes is a great way to help you manage the efficiency of your sales pipeline. Its share settings are set to View Only.

Excel Sales Tracking Templates Free

You need to click on File → Make a copy to make your own copy and get started.