Free sales report template

If you want to put together sales reports, but aren’t quite ready to invest in a CRM then you’re in the right place. We’ve created a free sales report template just for that.

The template as your sales report tool

If the size of your sales team and the number of leads you track is still small, then using a spreadsheet to template for creating sales reports is practical and reasonable.

To start creating your own sales reports, first download the spreadsheet or save it to your Google Drive, and then start adding data about your sales. Include deal contact names, deal funnel stages, potential deal sizes, and the historic conversion rate. Tracking your leads through the funnel will give you a clear and easy-to-grasp sales report for quarter (or month) you’re measuring.

When a template isn’t enough

If you see the number of deals you manage and the monthly sales figure grow heavily at some point, and you feel that you require a dedicated too for managing sales and putting together sales reports, then check out our powerful sales reporting tool.

Pipedrive will empower you to do much more than simply compile sales reports, while avoiding the complexity of conventional CRM tools. It’s only $12 per user per month, and you get a free trial to try it out.

It’s a great sales funnel management tool

Pipedrive is a sales tool for small teams with big ambitions

We’ve built a CRM-replacing sales management tool that’s not great for just salespeople, but for anyone wanting to get super organized and close deals in less time.

About half of our customers liked us so much they switched from their existing CRM. The other half? Well they didn’t even know they needed Pipedrive until they tried it.

Love this program. It is the only CRM that I actually want to use. Having a CRM that you don't want to use leads to your team not using it. What's the point of that. Pipedrive is built by sales people, for sales people.
Rick Feineis,
Managing Partner & Senior Trainer, CAD Training Online
We've used multiple CRMs to manage tens of thousands of rental homeowner contacts for, but Pipedrive still has our favorite visuals for deal pipeline and conversion rates throughout the funnel. If you are looking for an easy, intuitive, CRM for your company, try Pipedrive.
Mickey Kropf,
COO, rented
We use Pipedrive at Mixergy to book interviewees. Even though it's meant for managing sales, it's helpful for any process where you have lots of prospects and a process for getting as many of them as possible to convert.
Andrew Warner,
Founder, Mixergy
Free sales report template | Pipedrive
Free sales report template