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31+ Excel Sales Templates
Feb 12, 2025
The more successful your small business is in terms of sales, the more data you have to deal with. A sales report template made in Excel can be a flexible tool, and it has saved many business people a lot of time and energy when it comes to recording, collecting, managing, and presenting reams of quantitative data.
Creating a sample report is part of your everyday reality working in sales, and depending on what you are reporting and for what reason, you will need a different blank spreadsheet layout and different coding. When the heat is on in fast-paced trades, you might not have time to draft everything from scratch.
Take two minutes and scroll through this sample list of sales templates for Microsoft Excel. We feature sales templates for a car commission, daily sales report, action plan, follow up sample sheet, weekly forecast, purchase tracker, register book, sales data email, account planning, and much more.
Sales Excel Templates Bundle
Sales Invoice Template in Excel
Sales Price Quotation Template in Excel
Sales Order Template in Excel
Sales Activity Gantt Chart Template in Excel
Sales Excel Inventory Template
Monthly Sales Sheet Template in Excel
Sales Invoice – Excel Template
Weekly Sales Excel Chart Template
Sales Order Confirmation Template in Excel
Sales Plan Gantt Chart Template in Excel
Sales Management Gantt Chart Template in Excel
Simple Sales Activity Gantt Chart Template in Excel
Sales Reconciliation Template in Excel
Sales Profit And Loss Template in Excel
Sales Report Area Chart in Excel Template
Sales Donut Chart Template in Excel
Annual Sales Budget Template in Excel
Sales Call Log Template in Excel
Sales Activity Report Sample Template in Excel
Sales Enablement Roadmap Template in Excel
Daily Sales Activity Report Template in Excel
Outside Sales Call Log Template in Excel
Weekly Email Sales Business Report Template
businessballs.comCar Commission Sales Forecast Template in Excel
veinternational.orgSales Data Pipeline Template in Excel
mikesouthon.comDaily Sales Report Tracker Template in Excel
panjon.inHow You Can Use These Templates
Whether you are creating a report to conduct a Sales Analysis or to collate data for your sales proposal, you can find something on the simple list to your liking. These templates are tailor-made to help you with these specific purposes:
- To manage the sales process. Use the Sales Pipeline Template in Excel as an example you can completely modify to include your data. This will help you assess all sales opportunities through a multi-step sales cycle.
- To create a simple report of periodic sales performance. This is the most common type of sales Word document needed. To give you options, you can choose between the sales report template in Excel, the Daily Sales Report Template, or the Monthly Sales Report Template.
- To record your invoices. The sales invoice template is a bare-bones layout with all the basic information you need to bill clients and keep track of them till payment.
- To have a sample plan of your sales strategy. Use the sales action plan to sample outline your overall strategy and record important information related to each step in the plan.
- To track your inventory. Use the Goods Sales Tracking Template to monitor the movement of inventory sold.
- To forecast your profitability. The Sales Forecast Template helps you forecast the level of sales you intend to achieve. You may need this on a monthly basis, although most businesses tend to draw these up at least once a year.
If you know how to tweak them further, any of these layouts can be customized to serve any other functions you might need.
Monthly Inventory Sales Report Template in Excel
vqaontario.caSales Purchases Invoice Template in Excel
indaweb.comSales Action Plan Follow Up Template in Excel
eresearch.jcu.edu.auGoods Sales Tracking Record Sheet Template
factor.caFormal Sales Register Book Template
dragonculture.com.hkProduct Sales Account Planning List Template
ktto.netWhy Use Excel Templates?
If you’re not already using Microsoft Excel or its equivalent to create your sales Excel documents, take these simple templates for a test run and see how much they can improve your efficiency. All of them are available to download now for free.
If you are using Excel but you’re sweating over tweaking out your own layouts or researching on the code, you’re doing it wrong. You will be dealing with a lot of data, numerical or otherwise, on a daily basis. Speed is key.
Whether you need a quick and functional simple outline for your sales business plan or whether you need to get all the numbers down in a logical way that benefits your company, these Excel templates will practically do the job for you.
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