Free Sales Reporting Templates in your Google Sheets and Excel
Launch pre-built Sales reports instantly in your Google Sheets and Excel. Then connect your live CRM data in one-click. Supports Salesforce, HubSpot, Pipedrive, Outreach, Zoho CRM & more.
500,000+ users on
Google Marketplace
of companies
Target Template
Set your own company sales targets by team or opportunity type and…
Analysis Template
Compare monthly results for pipeline creation, win rates, average deal age, and…
Analytics Template
Analyze your annual sales performance by industry, region, and account with this…
Operations Package
Launch pre-built dashboards in Google Sheets for all of the core charts,…
Opportunity Template
Leverage our free sales opportunity pipeline dashboard in Google Sheets, based on…
Analysis
Monitor where you're winning and losing the most deals. Identify where to…
Dashboard
Gain a comprehensive view of sales and product growth in your Shopify…
Performance Dashboard
Our Outreach Sequence Performance Dashboard provides you with pre-built visualizations to optimize…
Template
Gain a comprehensive view of your revenue growth by tracking key metrics…
Template
Get the insights you need to boost sales performance and take control…
Forecast Template
Track key sales metrics and revenue projections in real-time.
Dashboard
Unlock real-time insights into your Shopify orders, revenue, returns, and more.
Report
Dashboard
Track your regional sales metrics, identify successful strategies, allocate resources effectively, and…
Model
Forecast your company's growth and make data-driven decisions.
Template
Ensure your financial reports reflect the latest information so you can make…
Template
Gain complete control over your invoices and payments with live invoice data…
Template
Bring your key financial metrics into one place for a clear picture…
for Stripe & QuickBooks
Get instant access to your store's performance metrics.
Forecast Template
Create accurate cashflow forecasts with live data.
Inventory Template
Get real-time stock levels, asset values, and low inventory alerts.
Dashboard Template
Track lead creation, conversion rates, and source performance with automatic updates.
Dashboard Template
Create a real-time sales activities dashboard with this free template.
Manager Dashboard
Track KPIs, monitor team performance, and automate Salesforce reporting.
Manager Dashboard
Track KPIs, monitor team performance, and automate HubSpot reporting.
for Lead Scoring
Create real-time lead scoring visibility with this free template.
Lead Scoring
Explore lead quality, conversion trends, and segment performance at a glance.
for Lead Scoring
calculate lead quality scores, visualize hot prospects, and increase conversion rates.
Scoring Template
Identify hot prospects, visualize lead quality, and improve conversion rates.
Tracking Template
Get real-time visibility into performance & automate commission payouts
Tracking Template
Automatically calculate HubSpot commissions, visualize performance, and save hours of administrative work.
Weighted Pipeline
Get the clarity you need to make confident decisions based on probability-adjusted…
Weighted Pipeline
Get instant visibility into your sales forecast with deal breakdowns by type,…
Template for Salesforce
Track pipeline metrics and generate accurate revenue projections automatically.
for Salesforce
Track rep performance, assignment metrics, and routing health in real-time.
Template for HubSpot
Track HubSpot lead assignments, rep response times, and routing workflow performance.
Sales Forecasting
Track pipeline metrics and generate accurate revenue projections automatically.