Free Sales Spreadsheet Templates
Sales and CRM templates for pipeline tracking, leads, and next actions.
What's in this 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.
16 templates in Sales
View all templates →
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 opportunities, stakeholders, stages, close dates, and weighted forecast in one free pipeline spreadsheet for Excel and Google Sheets.
Sales Pipeline Template for Freelancers
Track freelance leads, proposals, follow-ups, project value, and expected close dates in one lightweight sales pipeline spreadsheet.
Sales Pipeline Template for Agencies
Track agency leads, proposals, retainers, deal stages, and forecast value in one free sales pipeline spreadsheet built for service businesses.
Sales Pipeline Template for Consultants
Track consulting leads, proposal stages, retainer opportunities, expected close dates, and weighted forecast in one free pipeline spreadsheet.
Sales Pipeline Template for Startups
Track startup deals, pilots, investors, annual contract value, close dates, and founder follow-ups in one free sales pipeline spreadsheet.
Sales Pipeline Template for Real Estate
Track real estate buyers, sellers, listings, showings, expected commission, close dates, and next actions in one pipeline spreadsheet.
Sales Pipeline Template for Coaches
Track coaching leads, discovery calls, packages, retainers, proposal status, close dates, and follow-ups in one free spreadsheet.
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
Track consulting leads, discovery calls, proposal status, retainers, and follow-up dates in one free CRM spreadsheet built for consultant workflows.
CRM Lead Tracker for Agencies
Track agency leads, referrals, discovery calls, proposal status, owners, and next steps in one free CRM spreadsheet for new-business teams.
CRM Lead Tracker for Real Estate
Track real estate leads, property interest, follow-up dates, pipeline stages, and agent ownership in one free CRM spreadsheet template.
CRM Lead Tracker for Small Business
Track small business leads, referrals, owners, sources, follow-up dates, and next actions in one free CRM spreadsheet template.
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 consultations, referral sources, practice areas, owners, follow-up dates, and next actions in one CRM spreadsheet.
CRM Lead Tracker for Recruiters
Track recruiting leads, client contacts, candidate opportunities, follow-up dates, and owner handoffs in one free CRM spreadsheet template.
Learn the workflows
Guides that pair with these templates
Excel Dashboard Tutorial
Learn how to build a clean Excel dashboard from structured data: KPIs, pivots, charts, filters, and review-ready layout.
Read guide →Excel & SheetsHow to Automate Excel With AI
Learn where AI can safely automate Excel work: formulas, cleanup, charts, pivots, formatting, and repeatable spreadsheet workflows.
Read guide →ExcelHow to Clean Data in Excel
Clean messy Excel data by removing duplicates, trimming spaces, fixing dates, standardizing labels, and checking errors before analysis.
Read guide →ExcelSales Report Template Excel
Build a practical Excel sales report with revenue, pipeline, owner performance, win rate, close dates, and follow-up visibility.
Read guide →Why these pages exist
These category hubs give users and search engines a cleaner map of the template library. They group related spreadsheet workflows together so you can move from a broad need like finance or project management into a specific template without relying on client-side filters alone.
Browse other categories