Free Sales Reporting Templates in Google Sheets & Excel

Set your own company sales targets by team or opportunity type and…

Compare monthly results for pipeline creation, win rates, average deal age, and…

Analyze your annual sales performance by industry, region, and account with this…

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

Leverage our free sales opportunity pipeline dashboard in Google Sheets, based on…

Monitor where you're winning and losing the most deals. Identify where to…

Gain a comprehensive view of sales and product growth in your Shopify…

Our Outreach Sequence Performance Dashboard provides you with pre-built visualizations to optimize…

Gain a comprehensive view of your revenue growth by tracking key metrics…

Get the insights you need to boost sales performance and take control…

Track key sales metrics and revenue projections in real-time.

Unlock real-time insights into your Shopify orders, revenue, returns, and more.

Track your regional sales metrics, identify successful strategies, allocate resources effectively, and…

Forecast your company's growth and make data-driven decisions.

Ensure your financial reports reflect the latest information so you can make…

Gain complete control over your invoices and payments with live invoice data…

Bring your key financial metrics into one place for a clear picture…

Get instant access to your store's performance metrics.

Create accurate cashflow forecasts with live data.

Get real-time stock levels, asset values, and low inventory alerts.

Track lead creation, conversion rates, and source performance with automatic updates.

Create a real-time sales activities dashboard with this free template.

Track KPIs, monitor team performance, and automate Salesforce reporting.

Track KPIs, monitor team performance, and automate HubSpot reporting.

Create real-time lead scoring visibility with this free template.

Explore lead quality, conversion trends, and segment performance at a glance.

calculate lead quality scores, visualize hot prospects, and increase conversion rates.

Identify hot prospects, visualize lead quality, and improve conversion rates.

Get real-time visibility into performance & automate commission payouts

Automatically calculate HubSpot commissions, visualize performance, and save hours of administrative work.

Get the clarity you need to make confident decisions based on probability-adjusted…

Get instant visibility into your sales forecast with deal breakdowns by type,…

Track pipeline metrics and generate accurate revenue projections automatically.

Track rep performance, assignment metrics, and routing health in real-time.

Track HubSpot lead assignments, rep response times, and routing workflow performance.

Track pipeline metrics and generate accurate revenue projections automatically.

Track deals, churn, and runway automatically. No manual updates needed.

Coefficient's free SaaS Revenue Forecasting Model template connects directly to your business…