Top 10 Free Sales Analysis Templates

Sales Analysis is crucial for understanding your business's performance, identifying trends, and making informed decisions to drive revenue growth. A Sales Analysis template in Notion can simplify the process by providing a structured and customizable framework to track sales data, analyze customer behavior, and monitor sales goals.

Before you dive into creating your own Sales Analysis, take a look at these Notion templates designed to make the process more efficient and insightful. They offer a variety of features, from automated deal tracking to comprehensive sales dashboards, to suit your specific needs.

What Should Sales Analysis Templates Include?

Choosing the right Sales Analysis Template in Notion can streamline your sales data management and enhance your analytical capabilities. Here are key components to look for:

Revenue Tracking: A comprehensive template should include mechanisms to track revenue streams from various sources, helping you understand which areas are most profitable.
Customer Segmentation: It should allow you to categorize customers based on demographics, purchase history, and behavior to tailor your sales strategies effectively.
Sales Forecasting: Look for templates that facilitate accurate sales predictions using historical data and market trends, essential for future planning.
Performance Metrics: Essential metrics such as conversion rates, average deal size, and sales cycle length should be easily accessible to measure team performance.

Selecting a template with these components will not only provide you with insightful data but also save time and resources in managing your sales operations.

What Should Sales Analysis Templates Avoid?

Choosing the right sales analysis template in Notion can streamline your workflow and enhance your insights. However, it's equally important to know what to avoid in a template. Here are three key components to steer clear of:

Overly Complex Formulas: Templates with complicated formulas can be difficult to adapt and may lead to errors. Opt for simplicity to ensure reliability and ease of use.
Non-customizable Elements: Avoid templates that don't allow you to tweak variables and parameters. Flexibility is essential for tailoring the analysis to your specific needs.
Excessive Visuals: While charts and graphs are helpful, too many can clutter the template and obscure key data. Focus on templates that balance visuals with clear, concise data presentation.

Remember, the best template is one that complements your sales strategy and data requirements without adding unnecessary complexity or restrictions.

1Partnerships 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.

2Sales Pipeline with Automations

Supercharge your sales process with Notion's Sales Pipeline template, incorporating Database Automations for real-time tracking of deals, contacts, and statuses. With automatic date stamping and team notifications, this template streamlines your sales workflow, ensuring no opportunity slips through the cracks. Implement this template to get a 360-degree view of your sales process without the manual upkeep.

A template preview for Sales Pipeline with Automations

3Pitch’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.

A template preview for Pitch’s sales deal room

4Notion’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.

A template preview for Notion’s sales weekly digest

5Sales Wiki

Elevate your sales strategy with Notion's Sales Wiki template, the ultimate repository for all your sales documentation and projects. Seamlessly integrate your content, replacing the sample with your specifics, to foster a collaborative environment. This template streamlines access to crucial sales resources, ensuring your team stays aligned and informed.

6The 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.

7AI 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.

A template preview for AI Sales Outreach Email

8Fundraising 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!

A template preview for Fundraising database

9Sales Tracker

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

10Sales 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.

Closing Thoughts

Utilizing these templates can streamline your sales analysis process, allowing for quicker insights and more effective decision-making. They are designed to be user-friendly and highly customizable to fit any business model.

By adopting these tools, you'll not only save time but also enhance the accuracy of your sales forecasts. Start implementing them today to see immediate improvements in your sales strategy and overall business performance.

What is Sales Velocity?

Sales velocity is a measurement of how quickly a company is making money, calculated by multiplying the number of opportunities by deal value and win rate, then dividing by the length of the sales cycle.

What is Customer Lifetime Value (CLV)?

Customer Lifetime Value represents the total amount of money a customer is expected to spend in your business, or on your products, during their lifetime.

What is Sales Funnel Leakage?

Sales funnel leakage refers to potential revenue lost at various stages of the sales process, often due to leads not being nurtured or followed up on effectively.