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.

1Funil de Vendas (com automações)

Aprimore o seu processo de vendas com o modelo de Funil de Vendas do Notion, incorporando as automações de base de dados para o acompanhamento em tempo real de negócios, contatos e status. Com marcação automática de datas e notificações para a equipe, este modelo agiliza o seu fluxo de trabalho de vendas, garantindo que nenhuma oportunidade passe desapercebida. Implemente este modelo para obter uma visão completa do seu processo de vendas sem a manutenção manual.

Uma prévia do modelo para Funil de Vendas (com automações)

2Fundraising database

Use this database to keep track of every interaction you have with investors. Designate and know the status of every conversation (i.e. meeting planned, term sheet, closed), and see when you last made contact. Each row opens up into its own page, where you can keep all your notes from meetings, make checklists of follow up items, embed videos or podcasts featuring the VCs in question, etc.

View this database as a board grouped by status so you can see which investors are at each stage of your process — and keep things moving!

Uma prévia do modelo para Fundraising database

3Wiki de Vendas

Deixe toda a sua documentação, processos e projetos de vendas em um único lugar. Basta substituir o conteúdo de exemplo com o seu próprio.

Uma prévia do modelo para Wiki de Vendas

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.

Uma prévia do modelo para Partnerships CRM

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.

Uma prévia do modelo para 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.

Uma prévia do modelo para 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.

Uma prévia do modelo para 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.

Uma prévia do modelo para The Lead Manager

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.