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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
📊

Project Management ⭐

48 templates
📉

Charts, Dashboards & Analytics

8 templates
💻

Technology & IT

21 templates
🏛️

Corporate & Governance

17 templates
📈

Sales & Marketing

24 templates
👥

HR & Workforce Management

43 templates
💰

Personal Finance & Budgeting

36 templates
💼

Business & Operations

39 templates
⚖️

Legal & Compliance

28 templates
🏠

Household & Family Living

40 templates
🏢

Real Estate & Property

28 templates
🎓

Education & Learning

21 templates
🎨

Art, Media & Creative

19 templates

Sports, Health & Fitness

18 templates
🏥

Healthcare & Medical

21 templates
🏨

Hospitality & Tourism

21 templates
📦

Inventory & Logistics

21 templates
🏗️

Construction & Engineering

21 templates
🎉

Event Planning & Management

24 templates
🤝

Non-Profit & Social Organizations

20 templates
📝 Word Templates — Coming Soon ⚡ Excel Automation — Coming Soon 📑 PowerPoint Templates — Coming Soon
Sales Pipeline Tracker
Sales Pipeline Tracker
Track leads through the sales pipeline with conversion rates and revenue forecasting.
Lead Management Sheet
Lead Management Sheet
Comprehensive lead management with scoring and follow-up tracking.
Target vs Actual Dashboard
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
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
Why ExcelGurukul

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Ready to Use

Download and fill — no setup or customization needed.

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Expert Designed

Built from real business and project management experience.

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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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