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12 Best FREE Google Sheets Sales Templates of 2024 [Ultimate Guide]

Google Sheets is a powerful tool for business people. Data plays a crucial role for all types of businesses. Spreadsheet software like Google Sheets helps users organize and analyze datasets quickly and effectively.

When it comes to sales teams, there is a huge amount of data that needs to be managed carefully.

From leads to forecasting monthly sales, without proper tools at your disposal, it can be a really daunting task.

Numerous CRM platforms let you track sales, but if you are on a tight budget, then Google Sheets is the best tool to create a sales dashboard, organize leads, and forecast sales.

In this quick guide, let us have a look at the top 13 Google Sheets Sales Templates. Most of them are free and allow users to track and organize various critical factors related to the sales department, so make sure to read the article till the end.

Why are Sales templates created using Google Sheets a must-try?

Google Sheets is an online spreadsheet program. It is a highly flexible tool which comes with a short learning curve.

Users can build a robust Sales tracking template using Google Sheets with all the capabilities of premium CRM software.

Here are a few of the benefits of using Google Sheets for sales tracking:

  • Real-time Collaboration – Google Sheets is a cloud-based platform with powerful team collaboration features compared to other spreadsheet programs. It can be shared with unlimited users. You can assign different roles to each user, which they can either view, edit, or comment on. Everyone can see the number of active users and the respective cells they are working on. Additionally, owners can have a quick look at all the changes made by the users through a built-in feature called “Version history”, which is accessible from the main menu.
  • Pocket-friendly – Unlike CRM systems that may break the bank with growing leads and data, Google Sheets is a totally free-to-use program. All you need is a free Google account. Users will have access to all the tools without any limitations. Adding new features is pretty straightforward as long as you have the appropriate knowledge of built-in functions and tools.
  • Accessibility – A Google Sheets spreadsheet can be accessed anywhere in the world as long as you have an active internet connection. The program is compatible with all types of devices, including both desktop and mobile. For the best experience, use a desktop or tablet to manage your sales template.
  • Robust Reporting – Users can create a powerful sales dashboard with built-in graphs and charts with a few simple clicks. Organizing and analyzing massive datasets is a breeze. Google Sheets boasts charts like line, column, pie, bar, scatter, geo, and more. There are a range of options to customize these charts as per your preference.
  • Ease of Use – In contrast to other spreadsheet software like Microsoft Excel, it comes with a short learning curve. A beginner may hardly take several hours to edit and add information in Google Sheets. It comes with an intuitive and easy-to-use interface. Moreover, you can master the built-in functions and tools to add complex features to the sales template.

Google Sheets comes with extensive customization capabilities. You can organize growing leads and sales data as per your requirements.

One of the best things about Google Sheets is that all the essential functions and tools are quickly accessible from the main menu.

13 Best FREE Google Sheets Sales Template of 2024

There are hundreds of sales tracking templates on the internet using Google Sheets. But we understand that as a busy sales manager or business owner, it won’t be feasible for you to go through all of them and find the right fit for your team.

So, we have compiled a list of top free-to-download Google Sheets Sales templates in this section.

Note that the list is sorted in random order; it would help if you explored all of the templates.

1. CRM Template by Google

Click Here to Use This Template!

You can download the above customer relationship management template from the Google Sheets Template Gallery.

It is free to use and can be customized per your preference.

The template comes with an easy-to-use dashboard that focuses on tracking sales activity. You can also monitor the performance of individual sales reps.

If you haven’t used any CRM software in the past, then this template can be a good kickstart. It allows you to manage people, companies, and opportunities to take your sales performance to the next level.

The dashboard gives you a quick view of the total sales, number of leads, and opportunities.

The template allows you to record the details of the leads, such as work email, phone number, address, company name, designation, LinkedIn profile, etc.

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

SoftwareAccountant - Google Sheets Sales Template

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If you are looking for a simple template to track weekly sales, then this template is the right fit. It is designed for small and medium-sized businesses.

The template is free to download. You can add your own company logo and other branding elements, including colors and fonts, to make it more personal.

From leads to individual product sales, it allows users to keep track of everything that helps them make informed business decisions.

There are four different spreadsheets in this template:

  • Dashboard – It gives you a quick overview of the total sales, number of leads, revenue generated by each sales rep, etc. At the bottom, it summarizes leads by their stage, region, and source.
  • Leads – In this spreadsheet, you can record the details of the leads, including their contact details, company information, address, stage, total sales value, and much more.
  • Sales Reps – Here, you can keep track of your sales reps, including the calls they made, customers they converted, and more. The template automatically calculates the conversion rate for each rep, so avoid editing that particular column.
  • Products – List all of your products in this spreadsheet, along with their price and inventory. It is mainly focused on tracking sales generated by each product.

It is a pretty straightforward template that anyone can use without any prior experience using Google Sheets.

3. Monthly Sales Dashboard by HubSpot

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This is another impressive template on this list for tracking monthly sales.

HubSpot is a popular CRM platform which offers a range of tools for businesses around the globe.

Their Monthly Sales Dashboard template using Google Sheets aims to track sales and record leads. It comes with an intuitive dashboard powered by pie and bar charts.

The template itself contains lots of instructions. So, make sure to read all of them and avoid getting lost in the future.

It contains five main spreadsheets:

  • Dashboard – This is the main spreadsheet where you can quickly look at the performance of your sales team along with the new leads generated. At the top, it displays the comparison of today’s and yesterday’s stats.
  • Setup – Here, you can set your monthly targets. The information is used in the Dashboard spreadsheet and for other calculations, so make sure to be specific.
  • Data-Sales – It is a fully customizable tab where you need to enter the details of your leads, trials, wins, MRR, and services.
  • Data-New Accounts – All newly converted leads will go in this spreadsheet. You can enter the date, name, and region.
  • Data-MRR by Region – Here, you can record MRR for new businesses and others with the potential to expand.

You may need some time to learn the terminologies used in this template. So, make sure to read the instructions carefully.

4. CRM Spreadsheet Template by SalesTable

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This template focuses on tracking leads and creating a comprehensive report to track the opportunities.

There are two main spreadsheets in this template:

  • Sales Dashboard – It summarizes your leads along with their stage in the funnel and current status. The pie chart gives you a quick overview of the open opportunities that require your instant attention. The tables on the left-hand side display the total revenue generated by the open, closed, and won opportunities. Note that it is a fully automated spreadsheet that automatically populates data using built-in functions and the information you provided in the second spreadsheet (discussed below).
  • Opportunities – Here, you can keep track of all your leads along with their details such as company name, value, contact details, address, LinkedIn profile, etc. It is a simple table which contains lots of example information for your reference.

Apart from the above two spreadsheets, the “Instructions” spreadsheet includes guidelines for using this template.

The template is pretty straightforward. It aims at small sales teams looking to organize their weekly workflows.

5. Product Sales Tracker by

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This is the most straightforward sales tracking template on this list.

In contrast to others, it aims to track sales generated by your individual products.

Anyone can use this template without any prior knowledge of Google Sheets.

Additionally, it is a mobile-optimized template that can be used by people on the go.

You need to start by listing all your products and then entering the sales they generated over the period. The template automatically calculates the total revenue using a built-in formula.

You can also quickly view the sales generated by each product in the second column. 

Apart from the tables, the template uses bar graphs to display the total revenue and sales generated by each product.

It is a fully customizable template. But make sure to avoid editing the cells which contain formulas. Cells with a white background are meant to be edited by the users, whereas the cell highlighted with light gray color includes headers and formulas.

6. Sales Funnel Template by Salesflare

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It is a comprehensive sales funnel tracking template by Salesflare.

From choosing the top sales rep to displaying all the details of the opportunities, this template does it all.

It is divided into three main spreadsheets:

  • Sales Funnel – This is a record of your leads with all the necessary details. You can note down the company name, email address, total expected value, stage, conversion probability, responsible team member, next step, and much more. It is a fully customizable spreadsheet which uses dropdowns in the necessary columns.
  • Settings and Instructions – Here, you need to list down things such as lead conversion stages and their respective probability. All the data from this spreadsheet will be used in the Sales Funnel sheet. The spreadsheet also includes the names of your sales reps and the targets assigned to them. Simply put, the data in this spreadsheet serves as the raw data for this template.
  • Insights – As from the name itself, this spreadsheet includes a comprehensive report about total sales and revenue generated by each lead and sales rep. It uses bar charts and easy-to-understand tables. At the top left side, you will find the total sales won by the team compared to the expected and target sales. Along the bottom of the spreadsheet, the template boasts various tables to report things like sales generated by the team members, closing percentages, etc.

It is worth giving a try if you are looking for a minimalistic template to track the sales generated by leads and team members.

7. Quarterly Sales Report Template by Smartsheets

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Smartsheets offers a range of useful templates for beginners and advanced business needs.

If you are looking for a template to track and analyze sales performance in each quarter, then this template is the perfect fit.

It includes only one spreadsheet where you can add contacts in the pipeline, conversion rates, total units sold, unit price, and total sales amount for each quarter.

The template is divided into four quarters.

At the bottom, you will find a complete report of total units sold, actual sales, and sales quota. The template also uses pie charts to display quarterly sales.

This is a basic template that focuses on tracking quarterly sales. It doesn’t include any report of tables to track sales generated by individual reps and leads.

Make sure to edit the header and add the current year. You may also have to adjust the months for each quarter. Avoid making changes to the cells that contain formulas; otherwise, the template won’t work as expected.

8. SDR Performance Calculator by Sales Hacker

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This template lets you analyze the performance of each sales development representative.

It aims at allowing managers and individual sales reps to stay organized and achieve their goals.

The template comes with a short learning curve. It would help if you dedicated some time to learning the instructions mentioned in this template.

You need to start by entering the employee details, including their salaries and other compensations. The template uses built-in functions to calculate a few things: social sec., medicare, unemployment tax, etc. You can adjust them as per your company’s policies.

The performance expected by each sales rep is calculated using various formulas. It is divided into three categories: Acceptable, Best in Class, and Absolute Rocketship.

You can incorporate your sales revenue goals and determine the performance and closing rate for your team in the Quota Setter spreadsheet.

Apart from the above, the template includes two separate spreadsheets to calculate SDR program viability and forecast for a year.

9. Win-Loss Analysis by

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This comprehensive template works best with Salesforce data. It helps users know the exact reason and statistics behind the lost or won sales.

Consider this template as an ultimate tool to slice Salesforce CRM data. It can be filtered and sorted to track key metrics that affect the win/loss.

It is easy to use and auto-updates with a single click using Apps Script.

Note that for this template to work, data from Salesforce CRM is compulsory. In other words, this template boasts an intuitive dashboard to perform a complex win/loss analysis.

The dashboard can be customized as per your preference. You can view sales generated by individual sales reps and opportunities for future growth.

You need to start by selecting the period, time units, team members, sales rep, and opportunity type. The template auto-updates the entire dashboard based on these inputs.

Note that the template uses built-in functions to create a comprehensive dashboard. So, avoid editing the cells containing the formulas.

10. Sales to Target Template by

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This is another excellent template to keep track of sales by the experts at Coefficient. It aims to measure sales performance and project revenue over a given period.

You need to install Coefficient to make the most out of this template. It also needs to be integrated with CRM platforms like HubSpot or Salesforce to import the data.

It boasts solid reports to visualize progress, analyze revenue, calculate projections, and much more.

The template also comes with Gap analysis capabilities.

Simply put, it is the better version of the template by Coefficient discussed in the previous section.

There are a range of spreadsheets:

  • Annual Sales Performance
  • Pipeline Analysis
  • Sales to Target Dashboard
  • Sales Targets

All of them boast intuitive graphs and a range of sales figures to let the sales managers make informed business decisions.

Make sure to avoid editing the cells that hold the formulas.

 11. Country-Specific Report Template by

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If your business deals with leads from all over the globe, then here is a template for you to track the performance by the region.

You need to integrate this template with Coupler to import the data.

It boasts an intuitive dashboard to analyze opportunities, regional sales, win ratio, count of lost vs won deals, and much more.

It also displays the monthly growth using a stacked area chart.

The template includes two spreadsheets:

  • Dashboard – It lets users analyze the sales performance using various charts and tables. At the top, you can select the desired region, and the template automatically updates all the respective charts and tables.
  • Deals – This spreadsheet holds the raw data imported from Coupler. It is a considerable dataset which may take some time for you to understand. But if you are a Couple premium account holder, then it will be easy for you.

Note that the template is easy to use but requires you to install the Coupler.

Most of the cells in the Dashboard spreadsheet hold formulas. Avoid editing them!

12. Sales Compensation Plan Worksheet by Sales Hacker

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It is our final pick on this list, which lets users understand the compensations and commissions.

This template isn’t actually focused on determining the sales performance and tracking leads. Instead, you can record sales reps’ details along with their base salaries, variable pay, etc.

The main aim of this worksheet is to give you a complete plan to establish a solid path to calculate compensations and commission rates.

You can define levels, determine OTE, note down base and variable pay, set targets, and decide the compensation while onboarding. 

For your reference, it contains example data related to SDR payout and AE payout. Clearly defined instructions to use this template will help you a lot while using this template.

Along with that, the template includes eight different spreadsheets to let you successfully draft a compensation plan for your team.


Streamlining sales processes is one of the crucial business aspects. The sales templates discussed in this article are designed to help you manage your leads and sales reps and streamline the revenue generation processes.

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.

You can start with this template by SoftwareAccountant to track and organize sales generated from each lead/company and by each sales rep or product. Click Here!

Make sure to comment below if we are missing any fantastic Google Sheets Sales templates worth adding to this list.

Don’t forget to check our blog for more such Google Sheets templates to track revenue or expenses, manage workflows, and save time.