Free Sales Spreadsheet Templates
Sales and CRM templates for pipeline tracking, leads, and next actions.
Category
The sales collection is built around visibility and follow-through. These templates help small teams manage deals, active contacts, and next steps without forcing the process into a full CRM before it is needed.
How to choose
Use the sales pipeline for stage-based deal review and forecast visibility, and use the CRM lead tracker when you need contact-level ownership, sourcing, and next-action discipline.
29 templates in Sales
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CRM Lead Tracker for Restaurants
Track catering, private-dining, and group inquiries by event label, aggregate service need, source, stage, owner, follow-up, and order potential.
Sales Pipeline Template for Restaurants
Forecast catering and group opportunities by event label, service package, stage, quoted amount, confidence, decision date, owner, and next action.
CRM Lead Tracker for Clinics
Track clinic referral sources, service interest, consent-safe lead labels, stages, owners, and next-contact dates.
Sales Pipeline for Healthcare
Plan organization-level healthcare service inquiries using safe IDs, service line, stage, aggregate work units, readiness confidence, target start, owner, and next action.
CRM Lead Tracker for Retail
Manage wholesale, pop-up, and retail partnership leads by business account, assortment need, source, stage, owner, follow-up, and order potential.
Sales Pipeline for Retail
Forecast wholesale and retail partnership opportunities by account, assortment, stage, order amount, confidence, decision date, owner, and next action.
CRM Lead Tracker for Hotels
Track group, event, and corporate hotel inquiries by account label, aggregate room or space need, source, stage, owner, follow-up, and booking potential.
Sales Pipeline for Hotels
Track hotel group bookings, corporate accounts, event packages, stages, weighted revenue, close dates, owners, and next actions.
Sales Pipeline Template for Home Services
Forecast quoted home-service jobs by safe job ID, service scope, stage, quoted amount, confidence, decision date, owner, and next action.
CRM Lead Tracker for Home Services
Route home-service inquiries by safe job ID, service type, general area, source, stage, dispatcher, follow-up, and quote potential.
Sales Pipeline Template for Law Firms
Track legal inquiries, consultations, matter type, estimated value, stage, owner, close date, and next action in one free pipeline sheet.
Sales Pipeline Template for SaaS
Track SaaS opportunities by account, seats or ARR, trial or POC stage, probability, weighted value, close date, and next action.
CRM Lead Tracker for Coaches
Track coaching leads, source, stage, owner, estimated value, last activity, next action, and follow-up date without a heavy CRM.
Sales Pipeline
Track deals by stage, owner, value, and next move in one lightweight pipeline sheet. Keep close dates, weighted forecast, and rep follow-ups visible without needing a full CRM.
Sales Pipeline Template for B2B
Track B2B accounts, owners, stages, deal values, probabilities, weighted values, and next actions in a Dashboard, Pipeline, and Setup workbook.
Sales Pipeline Template for Freelancers
Forecast freelance projects by prospect, deliverable, stage, quoted amount, confidence, decision date, owner, and next action.
Sales Pipeline Template for Agencies
Track agency prospects, service fit, sales stages, deal values, probabilities, weighted forecast, close dates, owners, and next actions.
Sales Pipeline Template for Consultants
Track consulting prospects by scope, service, stage, value, probability, weighted forecast, close date, owner, and next step.
Sales Pipeline Template for Startups
Forecast startup B2B opportunities by prospect, plan or use case, stage, contract amount, confidence, decision date, owner, and next action.
Sales Pipeline Template for Real Estate
Track real-estate accounts or properties, owners, stages, deal values, probabilities, weighted values, and next actions in a Dashboard, Pipeline, and Setup workbook.
Sales Pipeline Template for Coaches
Forecast coaching packages and workshops by client-safe label, program, stage, package amount, confidence, decision date, owner, and next action.
CRM Lead Tracker
Track contacts, lead source, owner, next due date, and follow-up status in one lightweight CRM sheet. Keep hot opportunities and stale leads visible without paying for heavy sales software.
CRM Lead Tracker for Consultants
Qualify consulting leads by account, sponsor need, source, stage, owner, next action, follow-up date, and estimated engagement.
CRM Lead Tracker for Agencies
Track agency prospects by client account, service or retainer fit, source, stage, owner, value, and next action.
CRM Lead Tracker for Real Estate
Track real-estate buyer, seller, investor, tenant, listing, and referral leads by source, stage, owner, value, activity, and next date.
CRM Lead Tracker for Small Business
Give a small team one approachable view of prospects, sources, stages, owners, values, last activity, and next steps.
CRM Lead Tracker for Property Managers
Track owner leads, tenant inquiries, portfolio opportunities, follow-up dates, and next actions in one property management CRM sheet.
CRM Lead Tracker for Law Firms
Track law-firm intake by privacy-safe lead label, practice area, source, stage, conflict-check status, owner, and next action.
CRM Lead Tracker for Recruiters
Qualify prospective recruiting clients by requisition label, role family, source, search stage, owner, next action, follow-up, and expected fee.
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