Want to manage your sales team, monitor their performance, and perform sales analysis in a smart and easy manner? Now you can use MS Excel to manage sales & marketing activities such as Sales Campaign Planning, Lead Follow Up Scheduling, Annual Sales Analysis, etc.
All excel templates are free to download and use. Click the link to visit the page to find the detail description of each template and understand how each template has been prepared.
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We have created a simple and easy Daily Sales Report Excel Template where you can maintain the monthly records of sales of your salesperson. Moreover, this template comes with a printable sales report. It also helps you to generate multiple reports that you can use for sales analysis.
We have created a simple and easy Consolidated Annual Sales Report Excel Template to record and analyze sales data for a complete year. In addition to that, it also consists of detailed reports with a graphical representation that you can be helpful for the management to take important decisions.
This sheet helps in proper planning with timings and addressing issues of the clients eventually helping the salesperson to maximize sales. Moreover, it also helps the managers or team leaders to keep an eye on their sales team and their follow-up schedule. This keeps the sales team vigilant and results-oriented.
We have created a simple and easy Sales Campaign Planner With Budget excel template to help you plan your sales promotion activities for a complete year. Define your campaign activities, the number of activities per month and allocate the budget and update the status regularly. That’s it.
Sales Forecast Template With Charts is a ready-to-use excel template that helps you forecast 3 years sales, growth rate, and profits of your products and services. In addition to the above, it also consists of a printable version. Moreover, it helps you analyze all year on year forecast data and represents the same in a graphical format.
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We have created a simple and easy Sales Performace Evaluation Excel Template with predefined formulas and ranking system. Just enter the sales, targets, and points according to the sales executive’s performance and it will automatically prepare the report for you.
We have created a simple and easy Sales Pipeline Tracker Excel Template with predefined formulas and formating. Furthermore, you can define priority, probability and projected closing date, and further actions. You can forecast sales projections record details and status of the deal.
Sales Rep Performance Review is a ready-to-use excel template that provides insights into the sales rep’s sales performance post-training. This sheet reviews the whole process starting from the recommendation and ending at post-training performance evaluation. This sheet serves to plan a corrective action for the unsatisfactory performance of the sales rep. It includes those sales […]
We have created a simple and easy Weekly Sales Call Report Excel Template with predefined formulas and formating. All you need to do is to enter the data on a regular or weekly basis and your Sales Call Report is ready.
