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) - This is built in google sheets and does a…

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…