Top 10 Paid 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: It should provide a clear overview of sales metrics, trends, and KPIs to help you monitor performance at a glance.
Integration Capabilities: Ensure the template can seamlessly integrate with your existing tools and software to maintain data consistency and accuracy.
Customization Options: A good template will offer flexibility to modify features according to your specific sales processes and team structure.
Detailed Reporting: Look for templates that allow for detailed reports that can be customized to reflect different time frames and sales segments.

Selecting a template with these features will help you better manage your sales data and enhance decision-making processes.

What Should Sales Rollup Templates Avoid?

When selecting a Sales Rollup Template in Notion, it's essential to be aware of certain features that might complicate or hinder your sales tracking efforts. Here are three key components to steer clear of:

Overly Complex Metrics: Avoid templates that include too many detailed metrics. These can overwhelm users and obscure key sales insights rather than clarifying them.
Non-Customizable Fields: Templates that do not allow customization can be restrictive. Sales teams vary, and so do their data needs; flexibility is essential.
Rigid Reporting Structures: Steer clear of templates with fixed reporting formats that cannot adapt to different analysis or presentation styles. This can limit how you communicate insights.

Choosing the right template involves more than just picking one with the most features; it requires selecting one that aligns with your team's specific needs and enhances your workflow.

1Business Dashboard

It's about a dashboard of the business, including Market Analysis, SWOT Analysis, Customer Analysis, Objectives, your concrete Projects and Tasks and the Budget Planning. This template is ideal for small business and freelancers, who need to organize all the Business data in one place. It is a perfect dashboard to monitor your Sales and Expenses in real-time Data Visualizations.

A template preview for Business Dashboard

2Automated Agency CRM

Unlock a new era of sales management with our Sales OS - Dashboard Notion Template, specifically tailored for agency owners. This powerful tool offers lead tracking, pipeline visualization, and performance analytics, all within a customizable interface. Elevate your client interactions and sales performance with intuitive tracking and insightful data. Transform your sales approach with a dashboard that's not just a tool, but a strategic asset for your agency.

A template preview for Automated Agency CRM

3Sales OS

Transform your sales operations with our Sales Operations Notion template. It's designed to simplify lead management, automate routine tasks, and provide in-depth analytics. Customize it to suit your team's unique needs and boost your sales performance.

4Irresistible Offer OS

Built with Notion, Irresistible Offer OS is the first of its kind; a workspace for any type of business creating offers for their products in copies, sales emails and ad campaigns.

You control what your prospects do, not the other way around
Irresistible Offer is a concept developed by an entrepreneur called Alex Hormozi who used this method to help businesses grow to $100M+ every single year.

He accomplished that by starting to create irresistible offers for businesses transforming common prospects into prospects saying “WOW, this is an absolute no-brainer! I MUST buy this right now!”

A template preview for Irresistible Offer OS

5Commission Tracking

Streamline your sales process with this commission tracking template, designed to help businesses monitor employee performance and sales activities. Track all sales made by each team member, calculate their earned commissions, and assess performance to ensure goals are being met effectively.

Whether you sell products or services, this template provides a clear and organized way to manage commissions, motivating your team while maintaining accountability. Use it to optimize your sales strategy and reward top performers for their success.

A template preview for Commission Tracking

6Sales & Revenue Dashboard

This template is for freelancers, creators and companies. You can identify core offers, build relationships, sign new clients, manage clients perfectly, and track sales performance all in a single Notion dashboard. All databases include templates with built-in prompts to ensure you are guided through the entire process from start to finish.

A template preview for Sales & Revenue Dashboard

7Sales CRM

The Sales CRM for Notion provides a comprehensive and customizable way for tracking leads, managing sales pipelines, and reporting results. With the ability to track leads and products, the template empowers sales teams to identify and focus on high-value opportunities, improving overall sales performance. Additionally, the dashboard and team summary pages provide real-time insights and analytics, enabling teams to optimize their processes and drive revenue growth.

Overall, the Sales CRM for Notion helps individuals, teams, and companies by providing a centralized, efficient, and customizable solution for managing their sales processes, leading to better performance and improved revenue growth.

8Sales Dashboard

Level up your sales with this dashboard
A digital dashboard to increase your sales pipeline with clarity and efficiency.

Features Includes:

✅ Pipeline performance

✅ Sales forecast

✅ Appointment Calendars

✅ Meeting notes

✅ Open opportunities

✅ Product performance

✅ Sales overview

With this digital tool, you will have a much clearer and better picture of your sales pipeline to ensure success in your sales results!

9Sales Pipeline

Streamline your sales process with this customizable sales pipeline template. Easily track client interactions and deals, categorizing them by status—In Progress, Won, or Lost. Use the pipeline-style Kanban board to visualize your progress and focus on closing deals efficiently.

Ideal for sales teams and business owners, this template ensures your sales activities are well-organized and accessible. Use it to manage client relationships, prioritize opportunities, and drive your sales goals to completion.

10The change management toolkit

A curated set of templates, guides, and processes to suit your change management needs, be it a client project or internal project. Built on solid foundations and experience, it’s more than just another guide. It’s a complete framework for leading organizational change and helping your projects succeed.

A template preview for The change management toolkit

Closing Thoughts

Utilizing these templates streamlines your sales process, enhancing efficiency and accuracy. They provide a structured approach that minimizes errors and saves time.

Implementing these tools allows for better tracking of sales metrics and goals. Take action today to see measurable improvements in your sales operations.

What is a Revenue Forecasting?

Revenue forecasting involves estimating the amount of revenue a business will generate during a specific period, crucial for planning in sales rollups.

What is a Quota Attainment?

Quota attainment measures the percentage of sales targets achieved by a sales team, often aggregated in sales rollup reports to assess performance.

What is a Pipeline Coverage?

Pipeline coverage refers to the ratio of the sales pipeline to the sales quota, indicating the potential revenue available to meet or exceed sales targets.