9 templates
Sales Excel Templates
Pipeline, forecast, commission, margin and churn — before a CRM is worth paying for.
A sales pipeline in somebody’s head is fine until there are more deals than they can hold. These templates cover the point before a CRM earns its cost: what is in play, what it is worth, what it forecasts to, and what a discount actually did to the margin.
The calculators are the ones people usually get wrong by hand — commission with tiers, margin after discount, lifetime value, and monthly revenue split into new, expansion and churn.
- Templates
- 9
- Free
- 0
- Live formulas
- 345
- Bundle
- $39
All 9 Sales templates — $39
Bought one at a time that is $131. One payment, instant download, yours to keep and use commercially.
Every sales template
Weighted forecast, win rate and open deal value — the realistic number, not the wish list.
For: A salesperson or founder without a CRM
Tiered rates that step up with attainment — change the tiers and every rep recalculates.
For: A sales manager, or a rep checking their pay
Full names build themselves, with days since last contact so nobody goes cold.
For: A small team keeping customer details straight
Monthly target against actual, with a running variance and a year-end projection.
For: A sales lead who has to commit to a number
Scores every lead out of 100 from fit and engagement, and tells you which to call first.
For: Whoever follows up new enquiries
Stops quotes going quiet — flags what is due for chasing and what has expired.
For: Anyone whose quotes go quiet
What a discount does to your margin, and how much extra volume you would have to sell to stand still.
For: A salesperson protecting margin on a deal
Lifetime value per segment from churn and margin, set against what each one costs to acquire.
For: A founder working out what a customer is worth
New, expansion, contraction and churn each month, adding up to net revenue retention you can defend.
For: A SaaS founder tracking real growth
Questions about sales templates
Will this replace a CRM?
No, and it is not meant to. It covers the stage before one is worth paying for, and gives you something to import when you do move.
Does the forecast use a real method?
Yes. It weights each deal by its stage rather than adding everything up, which is the usual reason a spreadsheet forecast reads far too high.
Can several people use the same file?
Put it on OneDrive, SharePoint or Google Drive and it behaves like any other shared workbook.