6 Free Excel Templates for Savvy Sales Teams

11-3-2018

Sometimes your standard CRM reporting just doesn’t cut it. Okay, maybe it’s more than sometimes, maybe it’s all the time if you are serious about scaling your revenue. Upgrading to higher tiers of CRMs can be a heavy investment though, so we’ve included some useful templates with good old Excel to help you drive performance without cranking up the budget.

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Sales Activity Scorecard

Forecasting is essential to deliver consistent results, but without activity compliance, it becomes even more volatile. This template will help you manage sales activity for more dependable outcomes.

Cold Email Sales Weekly Activity Spreadsheet

Blasting massive amounts of outreach emails can quickly become difficult to track even with the built-in functionality of outreach tools. Use this template to help you organize and track your cold emails.

Pipeline Tracker Spreadsheet

This template helps you zoom out and see your pipeline from up above, allowing you to more easily identify where you need to zoom in.

Pipeline Velocity Analyzer

The velocity of your pipeline is a valuable metric that can be tough to track without this template. It’s also included in the free tier of MoData reporting.

Sales Manager 1-on-1 Coaching Planner

This template is designed to help you maximize your 1×1 time with sales reps, which has a massive potential impact if you can discover a breakthrough with someone. As an additional resource, check out this article on improving your 1×1 meetings.  

Performance Improvement Plan

Because more than 50% of reps don’t meet their quota, we’ve included this template which is a performance improvement plan.

At some point, you’ll have to ditch Excel all together as a sales analytics resource. In today’s day and age, there is just no reason to trust your key insights with archaic methods such as spreadsheets. There are plenty of resources out there for sales teams of every size, budget, and composition. But for now, these will give you some solid immediate value – Just don’t get too comfortable.  

If you found these helpful, feel free to check out the other resources rest of our blog – it’s filled with resources just like this to help you maximize your sales team and scale growth.


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