HubSpot Monthly Sales Dashboard Template

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via HubSpot HubSpot's Monthly Sales Dashboard Template offers a unified view of your monthly sales goals and performance. It helps you track new accounts, trials, and revenue generated per month. You can use its graphs and charts to analyze sales trends and patterns over time, allowing you to make better decisions.

Start with the Instructions tab to learn how to enter data, and use this Google Sheets template to map your sales activities. You can then enter monthly sales goals in the Settings tab and use the Sales Data and Account Data tabs to enter design directors managers email list data for leads, trials, and conversions.

Ideal for: Sales managers to get a complete view of monthly sales activities and goal progress.

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5. SalesTable CRM Template
SalesTable Spreadsheet CRM Template

SalesTable Home Page SalesTable CRM Template is a custom tool for businesses to effectively manage customer relationships and sales activities.

It provides a clear view of your leads, opportunities, and deals, allowing you to visualize your sales funnel and identify potential bottlenecks. With customizable fields, automated calculations, and a visual dashboard, this free spreadsheet CRM template helps you streamline your sales process, improve efficiency, and boost your sales performance.

Ideal for: Sales managers who need to visualize the sales funnel and identify blockers.