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10 Free Sales Excel Templates For Tracking Your Pipeline, Activities & Performance

Matt Smith

August 3rd, 2017

free sales excel templates

It’s the era of the sales stack. New technology dominates the headlines these days. The sales tech landscape reported 700+ new players in SaaS. Optimizing your sales process with automation continues to be a red hot trend. But remember good old Microsoft excel? Believe it or not you can still accomplish many great tasks with spreadsheets and word docs. That’s why we’re sharing our library of free sales excel templates for tracking your pipeline, activities, performance and more.

Sales Excel Templates AKA Old Faithful

True sales leaders are constantly improving themselves through training, studying, and practicing. If you are not executing some type of regular training program for yourself or your reps, you are getting left behind by those that are.

Of course, you can boost your sales skills by adopting and implementing new sales technology to optimize your sales process. But what if you don’t have time or money to roll out new platforms and complex systems?

It’s good old Microsoft excel to the rescue. The forthcoming template library contains a nifty set of spreadsheet and word doc templates to use at your disposal. 

These are not complicated models that will take you weeks to figure out. These are basic excel spreadsheets and docs that any sales leader or rep can use to improve their sales process immediately.

How To Get The Most Out Of Your Sales Templates

With so many amazing sales tools available today, sales practitioners no longer need complex, over bloated models and spreadsheets.

However we do recommend maintaining a certain level of manual reporting, tracking, and documenting in order to deeply immerse yourself in the task at hand.

In the fast moving world of social media and other distractions, it is too easy to quickly review your sales reports for 5 minutes and then jump back on Instagram.

Our free sales templates (or ones you create yourself) will allow you to truly focus on the data and the outcomes you are trying to achieve. 

Pro Tip: Download and save a copy of these templates to make them your own. All of the templates are fully customizable and yours to keep. Change them, make them better or use them just as they are.

Sales Pipeline Templates

  • Pipeline Velocity Analyzer
    • Pipeline velocity is the mother of all sales metrics. Use this spreadsheet to further understand how small changes in your pipeline variables can impact your results.

Sales Outreach / Email Templates

  • Sales Hacker Tech Press Ecosystem Outreach Spreadsheet
    • Securing press is hard. Sales skills and outreach are an essential part of the process. This sheet provides a detailed overview of the tech-focused press outlets you need to secure coverage on to ensure your PR efforts are successful.
  • Cold Email Sales Weekly Activity Spreadsheet
    • If cold email is the main activity in your prospecting efforts, you need dedicated sheets to track the sales email system. This basic sheet should help you build the foundation for this tracking.
  • Sales Hacker Cadence Builder
    • Having a defined sales cadence is a major key for breaking into your target accounts. A consistent process makes the cadence execution easier. Use this sheet to build your dream sales cadence.

Sales Activity Tracking Templates

  • SDR Daily Attack Planner
    • Make your SDR’s fill out this doc daily to help them organize their daily plan of attack. This helps them structure their outbound activities and think through the desired outcomes for the day.
  • Sales Activity Scorecard
    • You need to forecast your activity levels on a quarterly, monthly, and weekly basis to drive consistent outcomes. You can control your activity; therefore, you should use this sheet to help manage them.
  • Sales Call Planner
    • Most sales reps are notorious for lack of planning. Use this doc to pre-plan all your sales calls to improve the results.

Sales Management & Performance Templates

  • Sales Manager 1-on-1 Coaching Planner
    • Coaching and managing sales reps is the highest leverage activity in the sales organization. Use this doc to get the most out of your weekly meetings.

About the author

Matt Smith

Matt Smith is the VP of Digital for Sales Hacker. He also runs FullStackSales.com, a sales hacking services firm based in Los Angeles, CA. His firm specializes in elearning marketplace development, ecommerce partnerships, and scaling revenue through digital product merchandising.

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