Our lead tracker template is available for download as an Excel workbook, in Google Sheets, or as PDF. Begin with the Introduction tab, which includes detailed instructions on using the lead tracker template. In the Configuration tab, label the four sales stages that your organization uses. To...
Try Smartsheet Template This sales tracker template makes it easy to keep track of items sold, along with profit per item and total earned income. You can also track costs, including shipping charges and returns. This template is especially useful for a new business, online retail sales, or...
Sales Lead Tracker Excel Template This template is an alternative to CRM software for tracking small-business sales leads. You’ll find three sections: lead details and projected sale value, a communication log, and contact information. Keep track of contact dates, lead status, and planned follow...
A sales funnel template acts as a scaffold for constructing your sales process. It streamlines the journey by providing a clear outline of each stage your customer goes through, from initial awareness to the final purchase. With a template, you can visualize the path, identify the necessary act...
A sales plan template lets you plan, organize, and streamline your sales team’s task workflow and improve performance. Use this template and get started quickly.
All businesses selling goods need an inventory tracker–plain and simple. And this template is easy-to-use and customizable so that anyone can use it, whether you’re a small business owner, retail worker, or stock manager. Add a new view or change up your field types to represent ...
For the best Excel budget templates and other free accounting and business tools and templates, check out ourtools and templates hubto find the resources and templates to suit your needs and help your business thrive. You can also use QuickBooks’ convenientexpense trackerto help with your budgeti...
9. Excel Lead Tracker Template Download Your Free Excel Marketing Template for Lead Tracking It's no secret that sales and marketing have a pretty rocky relationship history. With this customizable lead tracking template in your toolbox, you'll have the information you need to reduce tension and...
Autotracker and tracking reminders With our Toggl Track desktop app, you can automatically track your apps in the background and enable reminders to remind you to track time so you won't forget. Sign up for free Toggl Track's Free plan is free forever. Our Premium plan comes with a free...
Issuetracker-sjabloon Track issues and solutions throughout a project easily with this template. Meer informatie Project monitoring templates The project monitoring phase is all about keeping a close eye on your project as it progresses to ensure it stays on track. During this stage, teams co...