Top 10 Free Sales Rollup Templates

Keep your team informed on your sales progress with our sales rollup templates. Track sales numbers, set goals, and use the insights to improve your sales strategy.

What Should Sales Rollup Templates Include?

Choosing the right Sales Rollup Template in Notion can streamline your sales management process significantly. Here are key components to look for when selecting a template:

Comprehensive Dashboard: The template should offer a dashboard that provides a quick overview of sales metrics, trends, and performance indicators.
Integration Capabilities: Ensure the template can seamlessly integrate with other tools used by your sales team, such as CRM systems and email marketing software.
Customization Options: A good template will allow you to modify elements to fit your specific sales processes and reporting needs.
Detailed Reporting Features: Look for templates that include detailed reports that can drill down into sales data for deeper insights.

Selecting a template with these components will help you better manage and understand your sales activities, leading to more informed decision-making and strategy development.

What Should Sales Rollup Templates Avoid?

Choosing the right Sales Rollup template in Notion can streamline your workflow and enhance your team's productivity. However, some features might do more harm than good. Here's what to steer clear of:

Overly Complex Formulas: Templates with intricate calculations can slow down processing and confuse users. Opt for simplicity to ensure efficiency and user-friendliness.
Non-Customizable Fields: Avoid templates that don't allow you to modify fields. Flexibility in customization is key to tailoring the template to your specific sales processes.
Excessive Automation: While some automation is beneficial, too much can lead to errors and less control over the data. Ensure the template allows for manual adjustments when necessary.

Ultimately, the best Sales Rollup template should be easy to use, adaptable, and just automated enough to save time without sacrificing accuracy or control.

1CRM commercial avec les automatisations

Optimisez votre processus de vente avec le modèle de CRM commercial de Notion, qui intègre des automatisations de base de données pour un suivi en temps réel des affaires, des contacts et des statuts. Avec l'horodatage automatique et les notifications d'équipe, ce modèle rationalise votre flux de travail de vente, assurant qu'aucune opportunité ne passe à travers les mailles du filet. Mettez en œuvre ce modèle pour obtenir une vue à 360 degrés de votre processus de vente sans avoir à le gérer manuellement.

Aperçu du modèle de CRM commercial avec les automatisations

2Base de données de levées de fonds

Utilisez cette base de données pour garder une trace de toutes vos interactions avec les investisseurs. Consignez l’état d’avancement de chaque conversation (rendez-vous, term sheet, affaire conclue). Chaque ligne s’ouvre sur sa propre page, dans laquelle vous pouvez archiver vos notes de réunions, les actions de suivi à faire, des vidéos ou des podcasts qui présentent les investisseurs en question, etc.

Consultez cette base de données sous forme de tableau kanban, regroupée par état d’avancement, afin de voir quels investisseurs se trouvent à chaque étape de votre processus. Il ne vous reste plus qu’à faire avancer les choses!

Aperçu du modèle de Base de données de levées de fonds

3Wiki Commercial

Ce modèle vous permet de regrouper toute votre documentation commerciale et vos projets à un seul et même endroit, afin que chaque membre de l’équipe ou de l’entreprise puisse s’y référer facilement.

4Partnerships CRM

This template is designed to provide an orderly and systematic approach to managing partnership information. It centralizes all details from initial conversations to comprehensive meeting notes, offering an organized snapshot of partnerships by manager, program, priority, and product. It's a way for cross-functional stakeholders to be looped in effortlessly, fostering collaboration while keeping things simple.

5Sales Tracker

Keep track of all your sales and customers from Gumroad, Shopify, LemonSqueezy and Stripe in one simple database.

6AI Sales Outreach Email

Landing new customers can be a challenge - Notion AI can help you get it done.

Provide us some information about your company, themes to include, and let Notion AI craft the perfect message.

Aperçu du modèle de AI Sales Outreach Email

7Sales OS

Sales OS will help you manage your contacts, orders, products, and more in the same system. Track your sales revenue on a weekly basis, manage your documentation process, and lear how to integrate this system with the most used sales tools.

8Pitch’s sales deal room

A deal room is your private space to organize pitch decks, manage a list of leads and deals, and store proposals and contracts. This template will help you track all sales prospects in one place and ensure you’re focused on the deals that matter the most.

Aperçu du modèle de Pitch’s sales deal room

9Notion’s sales weekly digest

Here at Notion, our sales team uses this weekly digest to keep everyone up to date with the latest metrics, product updates, upcoming events and more! We build consistency by using the and filling out the action items with weekly to-do’s. Use this template to host your weekly sales sync and make complex collaboration effortless and enjoyable.

Aperçu du modèle de Notion’s sales weekly digest

10The Lead Manager

The Lead Manager allows you to keep track of contacts, manage meetings and navigate from lead to client with:
- Calendar views
- Sales pipeline visualisation
Use this template to make sure your lead generation process is robust and efficient.

Closing Thoughts

Utilizing these templates streamlines the sales process, enhancing productivity and ensuring consistency across reports. They are designed to save time and reduce errors, making them invaluable tools for any sales team.

Start implementing these templates today to see immediate improvements in your sales operations. Their adaptability and ease of use make them perfect for teams of all sizes. Don't miss out on this opportunity to upgrade your sales strategies.

What is a Sales Funnel?

A sales funnel is a model that represents the journey potential customers go through, from the first interaction to the final sale, helping businesses understand and optimize their sales processes.

What is Revenue Forecasting?

Revenue forecasting involves predicting future revenue over a specific period, using historical data and analysis, crucial for strategic planning and resource allocation in sales.

What is Lead Scoring?

Lead scoring is a methodology used to rank prospects against a scale that represents the perceived value each lead represents to the organization, aiding in prioritizing sales efforts.