5 Sales Area Sheets

sales results
Excel Spreadsheets

In this article we will present some of the sales LIGHT. They will be very important in every step of a company's sales funnel: planning, prospecting, negotiation, control, after-sales, and CRM. If you want to professionalize all your marketing and sales management with a simple, efficient and light tool, be sure to get to know our Sales Spreadsheet.

5 Sales Area Sheets

We will present below our 5 main spreadsheets linked to sales. Are they:

  • Marketing Plan Worksheet - will help you do your planning and identify the channels where your audience is.
  • Customer Prospecting Worksheet - will help in the control of negotiations and mapping of contacts more and less hot.
  • Sales Spreadsheet - will store all the information of orders and clients, analyze the most profitable and make decisions.
  • Customer Master Data Sheet (CRM) - a true database of your customers' information.
  • Sales Goals Control Worksheet - will help you control your goals and make it possible to see who is contributing the most to them.

1. Marketing Plan Worksheet

This Spreadsheet will assist you in defining a marketing objective and in monitoring the results of the main channels where your target audience will be. You can also fill out a calendar of actions in the main media used to promote your brand and make decisions based on graphs and automatic analysis.

2. Customer Prospecting Worksheet

In this spreadsheet, you will be able to control all your company's negotiations in the same place. It will also access all the data of prospects and analyze the profitability potential of each one and see what stage each trade is at. The spreadsheet will provide you with indicators by product / service, by prospect, by region and will allow you to track your goals.

3. Sales Spreadsheet

Have the information of all your orders in the same place and see your best customers, products or services and regions. Also control your goals and commissions and make decisions with automatic analysis and graphing.

4. Customer Registration Worksheet (CRM)

Ideal for those who want to map more profitable customer profiles with two objectives: 1) find prospects with the same profile; 2) reward them with marketing campaigns, special discounts and other after-sales actions to turn them into lawyers of their brand. The spreadsheet consists of a true customer database and its features and allows you to segment your list from various conditions.

5. Sales Goals Control Worksheet

Sales Goals

In this worksheet you will be able to define your sales goals month by month and control them in several different ways: by product / service nature, by salesperson of your sales team, by geographic region and by customer. Then visualize graphs with their evolution in each dimension compared to the expected goal.

Package with 4 Sales Spreadsheets

LUZ still guarantees facilities to make your customers, men and women of business, have absolute satisfaction: support whenever necessary, full compatibility with any version of Excel and possibility to download a new file whenever you need.

Get to know the Package with 4 Sales Spreadsheets! With this package of materials on the sales area, you will be able to have a much more comprehensive view of your business, increasing rates of growth and profitability!

Excel Spreadsheets


  1. Good evening.
    I would like to know how much the goal tracking plan costs.
    Just this one.

  2. I liked the spreadsheets, so I'll learn and apply more.
    Thank you.


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