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.
21 templates in Sales
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Sales Pipeline Template for Home Services
Track service inquiries, estimates, site visits, quote value, job stage, close dates, and next actions in one free pipeline spreadsheet.
CRM Lead Tracker for Home Services
Track home service leads, estimates, job type, follow-up dates, owners, sources, and next actions in one free CRM spreadsheet.
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 trials, demos, pilots, annual contract value, close dates, and next actions in one free sales pipeline spreadsheet.
CRM Lead Tracker for Coaches
Track coaching leads, discovery calls, package interest, follow-up dates, owners, and next actions in one free CRM spreadsheet.
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
Google Sheets Concatenate
Use CONCATENATE, ampersands, and TEXTJOIN in Google Sheets to combine names, labels, IDs, addresses, notes, and review text cleanly.
Read guideGoogle SheetsGoogle Sheets VLOOKUP From Another Sheet
Use VLOOKUP across tabs in Google Sheets to pull owner, stage, rate, client, or category details from a separate lookup table.
Read guideGoogle SheetsHow to Make a Pivot Table in Google Sheets
Create a pivot table in Google Sheets to summarize rows by category, owner, date, or status without rebuilding manual reports.
Read guideExcelWhy VLOOKUP Returns the Wrong Value in Excel
VLOOKUP can return the wrong value when match mode, column indexes, duplicates, or dirty lookup keys are off. Learn the fixes.
Read guideStart faster
Pick a workbook, open it in Griddy, then ask for the edits you would usually do by hand.
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