Tracking sales performance and generating revenue reports requires proper tools and skills. Excel boasts plenty of tools for mathematical and statistical data analysis. It offers the easiest and quickest way to organize datasets in tabular form.
We all know that managing leads and forecasting monthly sales is challenging without proper tools at your disposal.
You can use Excel to streamline sales data, analyze trends, and make data-driven decisions.
There are many CRM platforms available but Excel is the best affordable option to create a sales dashboard, organize leads, and forecast revenue.
In this article, we will have a look at the top 13 Excel Sales Templates. Most of them are free and allow users to track and organize various critical factors related to the revenue, so make sure to read the article till the end.
Why are Sales templates created using Excel a must-try?
Excel is a powerful spreadsheet application for tracking your sales and boosting revenue.
Users can build a comprehensive Sales tracking template using Excel with all the capabilities of premium CRM software.
Here are a few of the benefits of using sales tracking templates created using Excel:
- Real-time Collaboration: Excel offers both desktop and browser-based applications. You can collaborate in real time with their browser-based version. It allows users to access and update sales data online. The spreadsheets are stored across clouds so that team members can work together in real time from anywhere.
- Accessibility: Users can access Excel from both mobile and desktop devices. Users can enter and update their Sales data anytime, anywhere, ensuring that they always have up-to-date information on hand. Note that you need an active internet connection to access Excel files stored on the Cloud.
- Robust Reporting: Users can create a powerful sales dashboard with built-in graphs and charts. Organizing and analyzing massive datasets is a breeze in Excel. There are a range of options to customize these charts as per your preference. It allows users to build professional-looking reports with a few clicks.
- Pocket-friendly: Unlike CRM software that may break the bank with growing leads and data, Excel offers a cost-effective alternative for managing sales. With an Excel paid subscription, which comes at an affordable price, users get access to powerful spreadsheet tools and features needed for effective sales tracking.
- Ease of Use: All essential tools are quickly accessible through the toolbar section and main menu. Additionally, using prebuilt sales templates comes with a lot of benefits, thanks to excellent formatting and reference data that help users quickly understand the template. It is really easy to include more functionalities and adjust formatting in the future.
These are just a few of the benefits of tracking revenue and organizing leads. Excel is the most preferred spreadsheet application to manage expenses and make the most out of it.
In short, Excel templates are worth giving a try.
13 Best FREE Excel Sales Template of 2024
There are hundreds of Excel sales tracking templates available on the internet.
However, we understand that as a business owner or a busy sales manager, you must explore or try only some of them to find the best fit for your team.
So, we have compiled a list of top free-to-download Excel Sales templates in this section.
1. Sales Forecast Template by Excel

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This is a prebuilt Sales template. You can download it from the Excel Template Gallery.
Just go to “File > New” and search for Sales Tracker in the search bar to find a wide variety of free sales templates, as shown below,

We have selected the “Sales Forecast Tracker” template. It is FREE to download and can be customized according to your preference.
The template comes with an easy-to-use dashboard focusing on highlighting sales activity.
You can also monitor the performance of individual sales representatives with this template.
There are three worksheets in this template:
- Forecast Input: You can enter all the essential data for your sales projections, like product name, sales agent, sales category, forecast amount, probability of sale, forecast close, etc. This data acts as the foundation for the entire forecast.
- Sales Forecast: This sheet automatically calculates and displays projected sales like Monthly forecasts, and cumulative based on the data entered in the first sheet. It also has a bar graph to have a visual representation of sales performance over time.
- Lists: This sheet contains the predefined values for sales agents, sales regions, sales categories, and sales phases.
Make sure to remove all the example data before starting to use this template. You can add your company name and logo to make it more personal.
2. Sales Tracker by SoftwareAccountant

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If you are looking for a simple template to monitor your weekly sales, then this one is an ideal choice.
The template is designed for small and medium-sized businesses. It is free to download.
Make sure you make the template look more personal by adding your company logo and other branding elements like colors and fonts.
You can easily track everything from leads to individual product sales, providing valuable insights for making informed business decisions.
It includes four separate spreadsheets:
- Dashboard – This sheet offers a quick snapshot of total sales, number of leads, revenue generated by each sales representative, and more. At the bottom, you will find the lead summary by their stage, region, and source.
- Leads – In this sheet, you can record the details of the leads, including their contacts, company, address, stage, total sales value, etc., along with the additional notes.
- Sales Reps – Here, you can monitor the performance of your sales reps. It allows you to track the calls they made and the leads they converted. The template automatically calculates each rep’s conversion rate with built-in formulas, so please make sure not to edit the cells holding the formula.
- Products – This spreadsheet allows you to list all your products, including their prices and inventory levels. It mainly focuses on tracking sales generated by each item.
It is a pretty straightforward template that even beginners with minimal knowledge of Excel can use.
3. Weekly Sales Call Report Template

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This is a very basic weekly sales call report template to record sales activity. It can be used to track data from one sales rep or a team.
Start by downloading the template by clicking on the link above, and enter the daily number of calls and sales made, along with target amounts.
The template automatically calculates the sales rate for each day of the week. You can also enter your sales values to see how daily and weekly revenue are against your sales goals.
This is a customizable template, and you can add new columns and rows quickly whenever required.
4. Monthly Sales Dashboard by HubSpot

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This is a comprehensive template for tracking your monthly sales.
HubSpot is a popular CRM platform that offers a range of tools for businesses to streamline their processes and improve sales. Their Monthly Sales Dashboard template created in Excel aims to track sales and manage leads.
The template features an intuitive dashboard with pie and bar charts for easy visualization.
It includes a comprehensive guide (refer to the “Instructions” sheet), so be sure to read it carefully to make the most out of the template.
It contains five main spreadsheets:
- Dashboard – This main spreadsheet provides a quick overview of your sales team’s performance and the new leads generated. At the top, you’ll find a comparison of today’s and yesterday’s statistics.
- Setup – In this section, you can establish your monthly targets. This information feeds into the Dashboard and is crucial for various calculations. So, enter the data carefully.
- Data-Sales – This fully customizable tab is where you’ll input details about your leads, trials, wins, monthly recurring revenue (MRR), and services.
- Data-New Accounts – This tab is for the newly converted leads, where you can log the date, name, and region.
- Data-MRR by Region – Here, you can record MRR for new businesses and others that have growth potential.
Invest some time to learn the terminologies used in this template by carefully reading the sheet named Instructions.
5. Basic Daily Sales Report Template by Smartsheet

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Yet another simple spreadsheet template to track sales performance. It is designed by the experts at Smartsheet for daily reporting.
The template consists of two worksheets: Daily Sales Report and Inventory List.
Start by mentioning the list of the products along with their prices and descriptions in the inventory List tab. Then, go to the main sheet, where you will find the dropdown for each row to select each item’s number, name, description, and price. Enter the quantity sold and the tax rate for each item.
Note that the template calculates the total sales amount, including tax, using predefined formulas.
Also, there is an example Daily sales report sheet with sample data to demonstrate how the template works, making it easy for users to get started.
You can directly fill in the details using the blank template provided.
6. CRM Spreadsheet Template by SalesTable

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This CRM template is designed to help you track leads and generate a detailed report on potential opportunities.
It features two spreadsheets:
- Sales Dashboard – This section provides a summary of your leads, including their stage in the sales funnel and current status. A pie chart offers a quick glimpse of open opportunities that need your immediate attention. On the left side, tables display the total revenue from open, closed, and won opportunities. Note that this sheet is fully automated using built-in functions and the information you enter in the second spreadsheet.
- Opportunities – This tab allows you to monitor all your leads and their details. You can keep track of details such as company name, value, contact information, address, and LinkedIn profile. It features an easy-to-understand table filled with example data for your reference.
In addition to these two spreadsheets, there is an “Instructions” spreadsheet that provides guidelines for effectively using this template.
The template is very easy to use. Small sales teams can leverage it to organize their weekly workflows.
7. Product Sales Tracker by SpreadsheetClass.com

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This is the most easy to use sales tracking template on this list. Unlike the rivals, this one is specifically designed to track sales generated by your individual products.
It’s user-friendly and can be used even by beginners with minimum knowledge of Excel.
Additionally, this template is optimized for both mobile and desktop devices. You can use it on the go.
To get started, simply list all your products and input the sales figures for each period. The template automatically calculates the total revenue using built-in formulas.
You can easily view the sales for each product in the second column.
Note that it features bar graphs to represent the total revenue and sales for each product visually. Also, it is fully customizable but make sure you please avoid editing the cells that contain formulas. For your convenience, the cells with a white background are editable, while the cells highlighted in light gray contain headers and formulas.
If you edit the formulas by mistake, press “Ctrl + Z” to undo the changes.
8. Sales Pipeline Template by Salesmate

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The above sales pipeline template by Salesmate comes with a clean design and a lot of customization options. It is suitable for new businesses just getting started.
The template gives the overall annual sales information in four quarters.
It includes two crucial worksheets.
You can download the template using the above link and start filling in the deal title, contact person, deal stage, deal amount, win probability, weighted forecast, expected close date, etc., to track your lead’s information.
It has four tables, defined for each quarter.
The deal stage field is a dropdown field, and the values are predefined in the “Deal Insights” tab. If you wish to add a dropdown for any other field like the contact person, you can define the values in the Deal Insights worksheet and select from the assigned names in the main sheet.
This template automatically calculates the annual Deal amount and the annual weighted forecast using Excel’s built-in formulas.
9. Sales Pipeline Template by Tipsographic

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This is another Sales Pipeline template that features an easy-to-use design, making it ideal for businesses with little knowledge of Excel and very few deals on hand.
It separates deals into quarters and allows you to customize the win probability depending on the deal stage. You can add essential details such as the expected close date, the sales representative assigned to the deal, and the deal size, which is calculated based on pricing.
Additionally, it includes a section for notes on the next steps, enabling sales teams to stay on top of follow-ups and maintain effective communication with prospects.
This streamlined approach helps you focus on critical deals and optimize your sales strategy.
10. SDR Performance Calculator by Sales Hacker

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This template allows you to track the performance of each sales development representative (SDR). It helps both managers and individual sales reps stay organized and achieve targets within a given time.
Dedicate some time to learn the template with the help of the instructions provided.
To begin, enter the details of each employee, including their salaries and compensation. The template uses built-in functions to calculate various elements such as unemployment tax, social security, Medicare, and more. Note that you can customize it according to your company’s policies.
Also, the performance expectations for each sales rep are categorized into three levels based on various formulas:
- Acceptable
- Best in Class
- Absolute Rocketship
You can add your sales revenue goals and determine the performance and closing rate for your team in the Quota Setter spreadsheet. In addition, the template includes two separate sheets to calculate SDR program viability and forecast for a year.
Do not mess up with the formulas. If you do so, the template will not work as expected.
11. Sales Pipeline Tracker by Indzara

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The Sales Pipeline Tracker by Indzara is a free template designed to help businesses manage their sales processes more effectively. It allows them to track leads throughout different stages of the sales funnel, from initial contact to deal closure.
The template has separate sections to record details such as lead name (company), contact, deal value, deal stage, status, and close date, which makes it easy to monitor progress and prioritize efforts to boost sales.
Note that the template also features a dashboard providing a visual summary of key metrics, like the total number of deals, opportunities, demos, and quotes in the pipeline, along with the conversion rates.
This is a very interesting template that will surely be beneficial to small business owners to manage leads like a pro.
12. Sales Funnel Template by Salesflare

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It is another comprehensive sales funnel template by Salesflare.
The template covers everything from selecting top sales representatives to detailing every opportunity.
This template is organized into three main sheets:
- Sales Funnel – This sheet records your leads along with all essential information. You can enter details such as the company name, email address, total expected value, stage, conversion probability, responsible team member, next steps, and more. It’s fully customizable and includes dropdowns across the required columns.
- Settings and Instructions – In this tab, you need to list down things such as lead conversion stages and their corresponding probabilities. The information here feeds into the Sales Funnel sheet. It also includes the names of your sales reps and their assigned targets, serving as the foundational data for the template.
- Insights – As the name suggests, this spreadsheet provides a detailed report on total sales and revenue generated by each lead and sales rep. It features bar charts and easy-to-read tables. In the top left corner, you’ll see the total sales won by the team compared to expected and target sales. At the bottom, various tables present information such as sales generated by team members and closing percentages.
It is a must-try template if you are looking for a minimalist template to track the sales generated by leads and team members.
13. Sales Compensation Plan Worksheet by Sales Hacker

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It is our final pick on this list, designed to help users understand two of the main aspects of the sales funnel: compensations and commissions.
This template does not focus on measuring sales performance or tracking leads; instead, it allows you to record details about sales representatives, including their base salaries and variable pay.
The primary goal of this worksheet is to provide a comprehensive framework for calculating compensation and commission rates. You can define various levels, determine on-target earnings (OTE), document base and variable pay, set targets, and finalize compensation during the onboarding process.
It also contains example data related to SDR payout and AE payout.
There are clear instructions on using this template and making the most out of your sales campaigns. Additionally, the template has eight separate sheets to help you effectively draft a compensation plan for your team.
To Summarize: Excel Sales Template
Streamlining the sales processes is one of the crucial business aspects. The sales templates outlined in this article are specifically designed to help you manage your leads and sales representatives while optimizing revenue generation.
All of them are free to download. Make sure to give them a try. You can customize them as per your preference without any limitations.
Make sure to comment below if we are missing any fantastic Excel Sales templates worth adding to this list.
Don’t forget to check our blog for more such Excel templates to track revenue or expenses, manage workflows, and save time.