How to improve and track your sales with a CRM based on Google Sheets

SalesSheet is a free CRM spreadsheet template. You can copy this template to your Google Sheets and start recording and organizing your sales processes. From its dashboard, you can track potential clients, negotiate, and get information about your revenue. Without a doubt, CRM tools are the best for managing sales data because they improve the sales process and provide valuable information about revenue.

The big problem with CRMs is that they require many hours of learning. But with this CRM based on Google Sheets, you can use it easily to improve and track your sales.

How to use SalesSheet

First, you need to obtain the SalesSheet template. To get the template, you must register your email and subscribe to its newsletter. The spreadsheet opens from Google Sheets.

You must copy the spreadsheet to your Google Drive to edit it. When you open the template with Google Sheets, you'll notice you can use it in "View only" mode. To edit it, you'll need to copy the spreadsheet to your Drive. To do that, go to the menu bar, choose "File" and select "Make a copy". What you did was create a copy of the template in your Google Drive.

The SalesSheet template has three spreadsheets that you'll see at the bottom of its interface. Below we'll describe what each spreadsheet is for.

Instructions

This sheet contains instructions about what you can do and what you should avoid doing. Since the spreadsheet has a predefined template, it is recommended not to make modifications in the sales panel (you could break the template's functions).

Opportunities

In this spreadsheet you can enter your sales data. You have a template with the necessary columns. Its columns offer you multiple options that you can choose according to your sales processes.

Sales Dashboard

Here you'll find a summary of opportunities along with a visual chart of open opportunities. This is basically a control panel for your sales processes where you can track open opportunities, closed opportunities, and opportunities to make profit. The "Open Opportunities" box gives you information about the sales stages in negotiations, demonstration, qualification, and follow-up.

With SalesSheet you can easily manage your sales processes. Of course it's not an alternative to a much more complex CRM, but it offers you some of its CRM features through Google Sheets.

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