2021年1月21日 · Download free sales lead tracking templates in Excel and Google Sheets. Find spreadsheets and dashboards to track leads and deals.

2020年7月6日 · Track leads, opportunities, and sales with the top Excel and Google Sheets CRM templates. All of the templates below are fully customizable and available for free download. Download CRM templates for Excel and Google Sheets, including dashboard CRM templates and a sales pipeline CRM spreadsheet.

2024年3月5日 · This template has dedicated sheets for generated customers, leads, and web visit tracking and performance. Check out this collection of free marketing dashboard templates and examples to visualize and track marketing performance more effectively.

2022年8月10日 · Download the Sales Tracking Report Template for Excel. This sales tracking report provides a detailed breakdown, as well as a broad overview of financial data. Use the spreadsheet portion of the template to list the cost per item, markup percentage, quantities sold, shipping costs, and returns.

2022年8月29日 · Use this sales pipeline template to track your leads, finances, and actions as they relate to your company’s quarterly sales. In the columns under the Finance section, enter the size of the deal, its probability of closing, and its weighted forecast.

2024年8月26日 · Download value stream map templates for process optimization, including current state, future state, and takt time maps.

2021年12月12日 · Use this customer relationship management (CRM) spreadsheet for tracking customer relationship leads and maintaining a single, central database in which to record contact information and log communications.

2018年7月27日 · Learn the importance of sales forecasting and how to better manage your sales pipeline and business goals with free, downloadable templates for Excel and Word. Find sales email templates, a sales funnel, an action plan, and more.

2019年8月23日 · Find all the project tracking templates you need to monitor a project from start to finish. We’ve compiled a list of the top tracking templates, all of which are free, easy-to-use, and fully customizable.

2020年9月14日 · Generate and manage leads, track communication, and increase sales with your new and existing clients with this CRM template. Use the lead section to track a company, its contacts, and its projected sales details.