Free Excel Templates – Live Data in One Click

Launch pre-built Excel templates instantly. Then connect data from your business systems in one-click. Creating Microsoft Excel dashboards has never been easier.

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Request Template
HubSpot Pipeline
Analysis Template

Compare monthly results for pipeline creation, win rates, average deal age, and…
HubSpot Sales to
Target Template

Set your own company sales targets by team or opportunity type and…
HubSpot Sales Operations
Dashboard Package

Launch pre-built dashboards in Google Sheets for all of the core charts,…
Salesforce Sales Operations Package
Salesforce Sales
Operations Package

Launch pre-built dashboards in Google Sheets for all of the core charts,…
salesforce report template
Salesforce Sales
Opportunity Template

Leverage our free sales opportunity pipeline dashboard in Google Sheets, based on…
Salesforce Sales Team
Leaderboard

Keep your sales team competitive by comparing how teams and individuals stack-up…
QuickBooks Profit and
Loss Template 

Take a closer look at revenues and expenses on our P&L Template.…
12-month sales forecast template hubspot
12-Month Sales
Forecast Template

Track key sales metrics and revenue projections in real-time.
Free QuickBooks Template for PVM
(Price Volume Mix) Analysis

Organize, track, and analyze your accounts effortlessly.
What-if Scenario Analysis
Free QuickBooks Template for
What-if Scenario Analysis

Model revenue, COGS, profit scenarios and make better financial decisions with your…