Tag: Sales Tracking

This is a combined collection of Excel and Google Sheets financial model templates for Accounting and related uses, such as: tracking, inventory management, budget vs. actual, break-even analysis, payment schedule, P&L tracker, etc. The bundle…

A collection of financial model templates in a bundle for Sales Pipeline. Included in the bundle are the following templates: Stage-Based Customer Pipeline Manager (Google Sheets) Sales Pipeline based on Probability of Renewal in Excel…

Track the annual value of your contracts based on YTD billings and current year remaining billings.

This is not a forecast template but rather a real-time tracker of financial performance as it relates to profit & loss as well as cash position.

This template makes it easy to always have a current snapshot of all your clients and where they are in the sales pipeline process.

See the full impact of your salesmen from top line to bottom.

A KPI dashboard in Excel that has a lot of dynamic functions and tracking features for various items that you may have on a given invoice.

Two-way functionality for CRM analysis. This template offers you a stand-alone database building mechanism or you can import your raw sales pipeline data. From the database, monthly/quarterly (drop-down triggers) time-frames can be tracked so you…