Description
The Sales Bundle is a sales management spreadsheet for small business owners and small sales teams. You get 12 linked templates in one workbook that works in Microsoft Excel and Google Sheets.
From enquiry to cash in one place
Leads become deals, deals become sales, quotes and invoices, and invoices become payments. Every step is linked, so the dashboard always shows where your next sale, and your next payment, is coming from.
12 templates in 4 groups
Find customers (3): Lead Tracker, Sales Pipeline (CRM) and Discount & Offer Tracker. Log every enquiry with its source and owner, never miss a follow-up, move deals through the stages with a weighted forecast, and see what each promotion brings in and costs.
Sell (3): Sales Tracker, Quotation with Quote Log, and Product Catalogue / Price List. Pick a client and product and the price, cost, discount and profit fill in; quotes are tracked to accepted, rejected or expired.
Get paid (4): Invoice with Invoice Log, Payment Receipt, Accounts Receivable and Payment Follow-up Log. See who owes you and how overdue it is, log every reminder and promise to pay, and spot unpaid invoices nobody has chased.
Manage the team (2): Sales Target & Commission and Sales Rep Performance. Set monthly targets per person, see achievement and commission worked out, and compare sales, conversion, win rate and pipeline for each salesperson.
One dashboard for everything
The dashboard shows 60 headline numbers and 33 charts: sales and margin, lead conversion by source, open and weighted pipeline, quote win rate, receivables ageing, follow-ups and promises, target achievement, commission and discount given.
Easy to use
- Start Here sheet with simple steps
- Blue cells are for you, grey cells calculate on their own
- Sample data for a demo business; clear it to start fresh
- Dropdowns for clients, products, salespeople, stages and lead sources
- Printable quotation, invoice and receipt
- No macros, add-ons or formulas to write
Good to know
Six of these templates (Sales Tracker, Quotation, Invoice, Receipt, Accounts Receivable and Price List) are also part of our Small Business Complete Bundle; six (Lead Tracker, Pipeline, Payment Follow-ups, Targets & Commission, Rep Performance and Offers) are new.
Step-by-step guide
New to this? Read our guide: 12 Sales Spreadsheets for Small Business: From Lead to Payment.
Delivery
You get one zip file with the workbook (.xlsx) and a 2-page PDF quick start guide. The download link appears right after payment and is also emailed to you. For Google Sheets, upload the file to Google Drive and choose Open with → Google Sheets.
More templates
Need the money side too? See the Finance & Accounts Bundle.
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