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Sales & Marketing

Free Excel templates for sales and marketing — manage your sales pipeline and leads, track quotations, plan marketing budgets and campaigns, and measure ROI, all ready to use.

📊 Advanced templates with dashboards
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Project Management ⭐

136 templates
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Charts, Dashboards & Analytics

56 templates
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Technology & IT

57 templates
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Corporate & Governance

55 templates
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Sales & Marketing

56 templates
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HR & Workforce Management

110 templates
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Personal Finance & Budgeting

82 templates
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Business & Operations

110 templates
⚖️

Legal & Compliance

83 templates
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Household & Family Living

109 templates
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Real Estate & Property

83 templates
🎓

Education & Learning

56 templates
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Art, Media & Creative

56 templates

Sports, Health & Fitness

56 templates
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Healthcare & Medical

56 templates
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Hospitality & Tourism

56 templates
📦

Inventory & Logistics

56 templates
🏗️

Construction & Engineering

56 templates
🎉

Event Planning & Management

56 templates
🤝

Non-Profit & Social Organizations

55 templates
📝 Word Templates — Coming Soon ⚡ Excel Automation — Coming Soon 📑 PowerPoint Templates — Coming Soon
Sales Pipeline Tracker
🔥 Popular
Sales Pipeline Tracker
Track leads through the sales pipeline with conversion rates and revenue forecasting.
Lead Management Sheet
🔥 Popular
Lead Management Sheet
Comprehensive lead management with scoring and follow-up tracking.
Target vs Actual Dashboard
🔥 Popular
Target vs Actual Dashboard
Sales performance dashboard comparing targets vs actuals.
Quotation Tracker
Quotation Tracker
Category
Value
Status
Item 1
1,200
Item 2
3,450
Item 3
890
Quotation Tracker
Sales Pipeline with Weighted Forecast
📊 Dashboard
Sales Pipeline with Weighted Forecast
A sales pipeline tracker in Excel that forecasts revenue by deal stage and probability. Enter each deal's value and likelihood, and the dashboard calculates your weighted forecast, win rate and pipeline value by stage automatically. Built for Microsoft Excel 2016+.
Invoice Receivables Tracker With Aging Dashboard
🔥 Popular
Invoice Receivables Tracker With Aging Dashboard
Monthly Sales Call Log
Monthly Sales Call Log
Track all sales calls with rep company contact call outcome next actions deal value and pipeline stage
Sales Territory Planner
Sales Territory Planner
Plan and track sales performance by territory with accounts revenue targets YTD achievement pipeline and win rates
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All Industries

HR to Construction to Non-Profit — 20 categories covered.

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Free & Paid

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