Make sales activity, pipeline and revenue easier to review. Compare ready-made sales trackers and dashboards for daily reporting, funnel analysis and opportunity management.
Individual products include only the files and formats listed on their product pages. Prices are loaded from the store.
Choose your software
Excel
A familiar workbook workflow for data entry and reporting. Check the required Excel version; VBA products may require desktop Excel and macro support.
Power BI
Interactive reporting for teams using Power BI. Check the product’s source data and refresh steps. Microsoft licensing may be required for sharing reports.
Google Sheets
A browser-based spreadsheet workflow for teams. Follow the included instructions to make your own copy, then set appropriate sharing permissions.
Check before you buy
Open the product page and review its screenshots, demo and exact file contents.
Confirm the application, software version and any macro or setup requirements.
Match your data fields and reporting needs to the template’s input structure.
For a bundle, compare its included products with templates you already own.
The Sales Funnel Dashboard in Excel includes lead, conversion, sales representative and funnel analysis. Review its product demo to see whether the stages match your process.
Do the templates connect automatically to my CRM?
Do not assume a CRM connector is included. Check the product page for its data source and refresh instructions. You may need to export CRM records and map them to the template’s input fields.
Can my team collaborate in Google Sheets?
The Google Sheets products use a shared spreadsheet workflow. Make your own copy and choose appropriate sharing permissions; see the selected product’s instructions for setup.
