Free, Downloadable Sales Templates

Browse our ever-growing library of free sales templates and sales plans created by leading sales experts from brands you know and trust. Download, copy and use them for every rep and role on your team.

These aren’t samples, suggestions, or guidelines: these are ready-to-use, plug-and-play sales templates that give you exactly what you need to be a top sales manager in your org. We have had over 2,600 downloads of these sales templates in the last year, and we are adding new templates every month so that you always have the latest sales strategies, plans, and tactics for your team.

Free, Downloadable Sales Templates

Sales Coaching Templates

Sales Scorecard Templates

Sales Contest Templates

Sales Report Templates

Download our ready-to-use, plug-and-play templates for Excel, Numbers, or Google Sheets. These coaching templates are created and used by sales experts, from companies you know and trust.

There have been over 2,600 downloads of our templates this year. Go ahead and steal them, copy them, make them your own — and launcha performance-driving, culture-boosting coaching program today.

  • Sales Coaching Templates
  • Sales Scorecard Templates
  • Quota / Revenue targets
  • Team
  • Tech Stack
  • Market
  • Closed Revenue performance by rep and historical comparison

When planning your upcoming year, quarter, or month, leverage our scorecard templates to create the perfect blueprint for your sales reps on how they can achieve their goals and targets. Launch a coaching program with various templates created by the best sales coaches around, and get the benefit of gamification with our Sales Contest Templates. When reporting your results on a daily, weekly, and monthly basis, you can use our Sales Report Templates.

Sales Coaching Templates

Coaching isn’t effective unless it’s consistent. Our sales coaching templates help you develop regular, data-driven coaching programs for all different roles. With a standardized framework, you and your reps will feel prepared for each coaching session, resulting in more efficient and productive 1:1s.

Created by sales experts we know and trust, each coaching template includes two sections: one that outlines coaching questions, and another to calculate and measure KPIs. These two tabs enable you to document conversations, ensure you’re asking the right questions, and define rep success with real data.

Sales Scorecard Templates

Sales scorecard templates can be used to track rep activities and progress to goal. By breaking down activities and objectives into daily, weekly, and monthly tasks, a scorecard template is one of the most effective tools you can use to empower your reps to hit their targets.

Start by using the built-in KPI calculator to set the right benchmarks for your team and define the metrics that matter most. You can then weight those metrics by importance—for example, calls might yield better results than emails for your SDRs, so you assign calls a higher weight. Our pre-set formulas will accurately calculate how many activities your reps need to complete in order to hit their targets, leaving no mystery around what it takes to achieve success.

Sales Report Templates

While spreadsheets can be difficult to synthesize, sales report templates are a visually engaging way to present performance data. You may want to use a sales report template to aggregate data for your leadership team, keep your SDRs motivated throughout the day with hourly updates, or inform your coaching sessions with the most relevant numbers.

We have sales report templates available for any reporting cadence—daily, weekly, or monthly. These reports give everyone on your team valuable visibility into performance. Leaderboards by team, progress-to-goal, calls per week, pipeline created, and meetings set are just some of the metrics you can broadcast in a sales report template. With the ability to customize any of the metrics in our sales report templates, you can create reports that will be most effective for your team.

Sales Contest, Competition, and Spiff Program Templates

Today’s sales managers spend way too much time building, running, and tracking competitions. Ambition’s automations decrease manager time spent on these tasks from 20 minutes per day to only 1 minute per day. If you’re not an Ambition user, our contest and spiff program templates will still save you valuable time. Whether you’re looking for fresh sales competition ideas or just want to streamline your competition setup, our sales contest and spiff program templates provide an easy-to-use, customizable framework to make running competitions seamless and give you back time in your day.

All of our contest templates have been used by sales leaders to run successful competitions. Each one includes pre-set metrics, instructions, contest rules, and incentive ideas, but you can still tweak and customize the template to work best for your team.