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.

1営業パイプライン [オートメーション]

案件ごとのコンタクトやステータスをリアルタイムで追跡するデータベースオートメーションを組み込んだNotionの営業パイプラインテンプレートで、営業プロセスを強化しましょう。日付スタンプとチーム通知を自動化し、営業ワークフローを効率化、貴重な機会を逃しません。このテンプレートを導入すれば、マニュアル管理のコストを減らし、営業プロセスを俯瞰的に見渡すことができます。

2資金調達データベース

このデータベースで、投資家とのやり取りをすべて記録しておきましょう。各投資家とのやり取りのステータス（例：ミーティング予定、条件交渉中、確定）を管理し、最後にコンタクトを取ったのがいつかも記録しておきます。各行をページとして開き、議事メモを保存したり、要対応事項のチェックリストを作成したり、該当するVCのビデオやポッドキャストを埋め込んだりすることが可能です。

このデータベースは、ステータスごとにグループ化されたボードとして表示されるので、どの投資家がプロセスの各ステージにいるのかを確認し、資金調達を進めていくことができます。

3営業Wiki

このテンプレートで営業関連のすべてのドキュメントやプロジェクトを一か所にまとめ、必要な人がいつでも確認できるようにします。

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.

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.

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.

Notion’s sales weekly digestのテンプレートのプレビュー

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.