Sales is an ever-volatile thing to keep track of, especially if you have teams to manage. Tracking every deal your teams make can be an arduous task that can leave you having a headache at the end of the day.
But with Notion sales templates, you can stay on track with every deal without sacrificing organization. With well-designed templates, your process is clear to everyone who sees it, keeping your team motivated.
Table of Contents
Free Notion Sales Templates
1. Sales Pipeline with Automations by Notion
What We Like About It:
- Tracks sales deals, statuses, and contacts in real-time
- It comes with detailed instructions on what to do to maximize the database automations
- Each entry added to the Kanban board is automatically date-stamped; notifications are then sent to team members
- Gallery cards can be opened to add necessary details about each client (estimated value, background information, history of interactions, action items, etc.)
Get Notion’s Sales Pipeline with Automations here
2. AlderHam’s Sales Tracker
What We Like About It:
- One-page sales dashboard to track sales and customers from different platforms
- Free access to template updates
- The database can be switched between the “All” table and “Platforms” board view
- The “All” database view shows all sales with their corresponding price per unit, emails, and platform where the sale was made using Notion tags
- The “Platforms” board sorts sales made by the platform
Get the Sales Tracker template by AlderHam here
3. Notion’s Sales CRM
What We Like About It:
- Clean and customizable sales template design for tracking leads
- Has a detailed instructions section explaining how to use the template
- Individual items can be edited to add pertinent notes per customer
- The database has 4 default views: “By Status” (in Kanban board view) “All Records,” “High Priority,” and “Estimated Value > $100k” (in table view)
- Notion tags identify each item’s status and priority
- The “Estimated Value” property is automatically summed up
Get Notion’s Sales CRM template here
4. Sales Weekly Digest by Notion
What We Like About It:
- Customizable sales template for managing teams; keeps team members updated with the latest product updates, events, metrics, etc.
- The “Notion Tip” section explains how the template is used; and has a toggle menu with links to placeholder pages referenced in the template: “Sales document tracker,” “Sales territories,” and “Win/loss reasons + definitions”
- The database can be switched between “All Digests,” “Sales,” “Gallery view,” and quarterly digests views
- Action Items can be added to set the team’s weekly to-do list
Get the Weekly Digest template by Notion here
5. Competitive Analysis Template by Notion
What We Like About It:
- Easier tracking of competitors in your market
- One-page database dashboard with 3 default views: “Table,” “Gallery,” and By Category” board
- Team members can directly edit the database
- Each item can be edited to add relevant notes, screenshots, etc. per competitor
- Has a star rating system for “Relevance”
- Comes with “Strengths” and “Weaknesses” properties to highlight what each competitor does best and where they’re lacking
Get Notion’s Competitive Analysis template here
Paid Notion Sales Templates
6. TheVeller’s Sales OS
What We Like About It:
- Aesthetic and comprehensive sales dashboard template
- Optimized for use on a desktop and mobile phone
- The main dashboard features a “Sales OS” quick links section, “CRM,” “Orders,” “Sales Assets”, “Notes,” and “Contracts”
- “Contacts” stores the contact details per lead
- The “Products” page in gallery view shows all the products you’re offering
- “Sales Weekly Digest” for weekly updates on the team’s sales
- The “Integrations” page shows all app integrations the sales team is using
Get the Sales OS template by TheVeller here
7. CRM system in Notion by Danny Hatcher
What We Like About It:
- Simple sales CRM template
- The main dashboard in Kanban board view shows all deals, contacts, arranged meetings, defined needs, proposals made, and negotiations started
- “Things to Do” for listing of the team’s actions in checklist format
- “Things Completed” lists all completed sales tasks
- Each deal entry can be opened as a separate page for adding details, including contacts involved, products involved, to-do and completed actions
Get Danny Hatcher’s CRM system in Notion here
8. Lorenzo Bandini’s Revenue Tracker
What We Like About It:
- Sales template designed for creatives starting with online selling, both solopreneurs and startups
- Can be used in Notion’s dark mode
- With instructions and setup details hidden in toggle menu
- The “Product Wrap Up” database features details about the product, including the year’s total revenues, target revenue, and what’s left; has a progress bar to measure the percentage toward the goal
- Has a separate GSN Tracker database sorted by month
Get Lorenzo Bandini’s Revenue Tracker template here
9. Sales Dashboard by Bodie
What We Like About It:
- “Dashboard” for quick access to different databases
- “Quarterly Sales” shows quarterly pipeline performance; has progress bars showing its performance against the target revenue
- “Meetings” shows scheduled meetings for the day, the next day, and the next week
- “Sales Forecast” for forecasting revenues for the upcoming quarter
- Has a separate “Sales Review” database split into quarterly actual and forecast views
- Other features include “Products Overview,” ‘Professional CRM,” and “Valuable Clients/Prospects”
Get the Sales Dashboard template by Bodie here
10. Notionologia’s Customer Journey Map Dashboard
What We Like About It:
- Robust sales template for tracking customer journey for better insight into customer’s expectation
- Has a step-by-step guide using a real example
- “Goals” database to establish the company goals before mapping
- “Buyer Persona” database to store all your buyer persona profiles
- “Customer Journey” database for building each buyer’s customer journey map; visually represents your customer’s journey while relating it to specific goals, persona, and research information