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
Jumpstart your work with Smartsheet templates. Modify Smartsheet templates to fit your own needs, and save your own custom templates to share with your team.
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.
More Sales Templates
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.
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.
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.