How It's Used

A preview of what is available in the Smartsheet Template Gallery

Marketing Sales Human Resources Finance & Legal R & D IT Client Management Project Management Company Management Task & Checklist Specialty

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Sales Pipeline by Probability

Collaborate with reps on your sales pipeline. View and track key info on each opportunity, including estimated deal value, close date, probability of close, sales stage and status, contact info, next steps.

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Screenshot of Smartsheet template for Sales Pipeline by Probability

More Sales Templates

Screenshot of Smartsheet template for Sales Activity Tracking by Rep and Month

Sales Activity Tracking by Rep & Month

Track performance of multiple sales reps to monthly activity quotas. Includes sample data in collapsible sections for tracking travel days, phone calls, onsite prospect visits, new accounts, and account value.

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Outbound Sales Campaign Plan

Checklist for an integrated marketing and call campaign. Use to sync sales calls with mailings, ads, launches, and promotions. Automatically calculates task dates and highlights upcoming and past due tasks.

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Screenshot of Smartsheet template for Sales In Process, with Gantt and Dependencies

Sales In Process, with Gantt & Dependencies

Track progress of multiple sales opportunities from identification to close and follow up. Visualize progress on Gantt chart with task dependencies, attach and link key documents, set alerts for key dates.

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