In business, the most active business process is selling operations. A business cannot thrive and survive if it is not selling and earning.
Sales data are increasing daily, and manually tracking sales and customer data can be tiresome. A spreadsheet is a go-to program for many businesses to track essential business data.
You don’t have to create your spreadsheet from scratch. There are several free templates for sales that you can choose from.
This article discusses the importance of tracking sales and the benefits of using spreadsheets. This article also shares the top 5 spreadsheet selling template sites that you can check out to help you manage sales data.
Using Free Templates for Sales Process
The main reason why you need to manage your sales data appropriately is that selling is the heart of all businesses. All businesses need to earn and gain profit.
Monitoring and tracking your customer transactions is the best way to keep earning. Keeping track of all customer and sales transaction history can guide you in making business decisions and strategies to improve your sales performance and customer base.
Sales Tracking
Sales tracking is the process of recording, tracking, and monitoring all sales processes. Sales tracking considers customer information, overall sales, market trends, and customer feedback and review.
Sales tracking is not an easy task. Hence, the use of sales tracking templates can be beneficial in streamlining the sales tracking process.
Regularly tracking and monitoring sales performance is an excellent way for the sales team to gain insights into customer buying behavior, market trends, and product performance and track sales leads.
Using a sales tracking template also allows you to analyze data to be able to compare results and reports over a period of time. It also helps businesses identify areas that need improvement and strengthening.
In choosing a sales template, choose the one you find easy to use, highly customizable, and editable, and it should include all the features you are looking for.
5 Top Best Sites for Free Excel Templates for Selling
You don’t have to look further, for the websites below offer the best sales templates that are suitable for your business needs.
1. Simple Sheets
Selling and marketing are less stressful using the sales and marketing template collection of Simple Sheets. The sales and marketing template collection is compatible with Excel, Google Sheets, and Mac.
Visit the simplesheets.co website and check out the five templates you can use: CRM template, Daily call report template, Marketing budget analysis template, Sales tracking template, and PR management template.
The sales dashboard has built-in formulas, which is a great help when managing large amounts of data. Simple Sheets templates can help you expand your company through the use of professionally made templates at an affordable rate.
2. Google Sheets
The best thing about Google Sheets is the fact that it is a cloud-based program. This means you can conveniently access your Google spreadsheets anytime and anywhere with an internet connection.
With online access, you can establish real-time collaboration with your sales team. Everyone has access to the updated information right away.
These free Google Sheets templates are customizable. You have the option to change how the template looks, aligning the design to your brand.
Also, you don’t have to be highly skilled in using spreadsheets to be able to use a Google Sheet template. The formulas and functions are built-in. All you have to do is encode the data into your spreadsheet template. Google Sheets has a Gantt chart template that you can use, which you can share with your teammates.
3. Salesmate
Salesmate is another great site to get free sales spreadsheet templates. You can easily manage your sales pipeline by tracking sales deals, managing contact information, and monitoring sales activities using their sales pipeline template.
Below are some advantages of using Salesmate sales spreadsheet templates:
- A clear view of all sales transactions
- Organize important sales deals
- Forecast sales growth
- Knowing the deal status for all sales transactions
- Measuring sales and business progress
- Creating actionable sales reports
Salesmate spreadsheet templates are free and can be integrated with other apps. It is easy to use with no training required. It is compatible with Mac and Android devices.
4. Smartsheet
You can also download a free template from Smartsheet. Their spreadsheet templates are designed for start-ups and small businesses.
The sales spreadsheet template allows you to see the status of all sales transactions, determine the sales leader, analyze data, and forecast possible earnings for each business quarter.
Aside from sales spreadsheet templates, they also offer other types of templates, such as a project management template for planning projects, automating workflow, tracking a project timeline, and aligning team members.
5. Microsoft Excel Templates
A Microsoft Excel template is pre-built with formatted and organized formulas and functionalities tailored to fit sales processes. Microsoft Excel spreadsheet templates have minimalist designs that you can customize to be unique and suit your needs.
Microsoft has an online sales tracking template and sales receipt template that you can download or customize in Excel. The Online sales tracker template allows you to encode as many products as possible, track their selling status, and you can also automatically compute your income percentage per product.
These templates allow for adding images, graphics, charts, and animations. The spreadsheet templates are convenient because you can save your files in Excel format and share or publish them.
Final Thoughts
Anyone involved in sales knows how important it is to monitor and evaluate sales performance. Work can be more productive if you use selling templates. These templates can track and manage sales, forecast sales trends, and estimate profit.
There are several websites that offer free and quality spreadsheet templates. These templates are pre-formatted and ready to use.
Some of them also offer premium templates with more features and enhanced visual appeal. These premium templates are not free; you usually have to pay a fee to download and use them.
The top 5 spreadsheet selling template sites above are a great place to start looking for the perfect selling template for your business needs.
Disclosure: If we like a product or service, we might refer them to our readers via an affiliate link, which means we may receive a referral commission from the sale if you buy the product that we recommended, read more about that in our affiliate disclosure.
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