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19 Best Free Marketing & Sales Templates for Microsoft Excel

Published: January 15, 2024

In my experience, sales and marketing Excel templates can help you expedite your data analysis and reporting.

To help those of you looking for a way to sharpen your Microsoft Excel skills , I've put together a detailed list of templates you can start using to simplify your sales and marketing tasks.

10 Excel Marketing Templates

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Marketing Excel Templates

Sales excel templates, project management excel templates, free excel spreadsheet templates.

• Marketing Planner Excel Template
• Excel Marketing Budget Templates
• Marketing Dashboard for Excel
• Excel Monthly Marketing Reporting Template
• SMART Goal Excel Marketing Template
• Excel On-Page SEO Template
• Google Ads Campaign Excel Tracker
• Excel Lead Tracker Template
• Excel Sales Conversion and Close Rate Calculator
• Excel KPI Dashboard Template
• Excel Ecommerce Planning Template
• Excel Contact List Template
• Excel Sales Forecasting Template
• Excel Sales Metrics Calculator Template
• Excel Social Media Planning Template
• Excel Blog Editorial Calendar Template
• Excel Work Log Template
• Excel Social Media Content Calendar Template
• Excel Product Launch Plan Template

Why use sales and marketing Excel templates?

Many of us can recall a time in high school when we were sitting in math class and thinking, “When am I ever going to use this stuff in the real world?”

And then we suddenly find ourselves in the real world, only to realize that numbers do play a pivotal role in what we do. At least that’s true for me when it comes to digital marketing and sales.

The trouble is, many Excel templates and spreadsheets are riddled with numbers and formulas that aren’t all that inviting. And making them from scratch can be especially intimidating.

While I won't argue with that, I will say that the advantages of using Excel to organize information and streamline tasks are unparalleled.

Free Excel Marketing Templates

10 free templates to help you master marketing with Excel.

• Marketing Reporting Template
• Email Planning Template
• SEO Template

You're all set!

Click this link to access this resource at any time.

Benefits of Microsoft Excel Templates

Microsoft Excel has many capabilities, formulas, and shortcuts :

• It stores data and has tools for data analysis.
• It performs calculations and allows you to use code for automation.
• It allows you to create social media schedules, editorial calendars, campaign trackers, and more.

Before I start talking about all things Excel templates, now’s your chance to refresh your knowledge with this helpful crash course on Microsoft Excel fundamentals .

Whether you need a source-of-truth for stakeholders to look at or a way to track the progress on a specific marketing plan or campaign, here’s a list of my favorite Excel templates to help get the job done.

1. Marketing Planner Excel Template

Download Your Free Excel Marketing Planner Template

This marketing planner template for Excel contains everything you need to plan a wide variety of email marketing campaigns . It contains specific columns for the emails’ topic, owner, status, and subject line.

You can supplement this template with a full-on marketing plan , written in Word or Google Docs format.

What I like: You can easily use this template to plan any other progressive marketing effort, such as blogging, content writing, or social media marketing. Simply change the titles of the columns to fit your specific marketing plan, and use the column to the left to track the dates of implementation.

Featured Resource: Microsoft Word Marketing Plan Template

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2. Excel Marketing Budget Templates

Download Free Marketing Budget Templates for Excel

If you want to avoid a budgeting mess at the end of the month or quarter, take a look at this collection of marketing budget templates designed to help you better organize your marketing spend.

Check out the master marketing budget template which allows you to generate a high-level visualization of your monthly and quarterly marketing budget.

What I like: From product marketing and website redesign to content marketing and events, these templates serve as a guide for marketers to visualize and track their expenses to avoid overspending.

3. Marketing Dashboard for Excel

Download Your Free Excel Marketing Dashboard

This particular tool allows you to enter metrics by campaign to auto-populate visual and easy-to-read charts. As a result, you can visualize the effectiveness of spending and activity across multiple initiatives.

You can also track the progress of different campaigns and marketing efforts, such as website content and email marketing, as well as ad spend and sales by platform.

What I like: There is no shortage of data to monitor when it comes to marketing. This template makes it easy to understand your marketing ROI and prove the effectiveness of your campaigns to stakeholders and leaders at your company.

4. Excel Monthly Marketing Reporting Template

Download Free Excel Marketing Reporting Templates

To simplify your reporting, check out these monthly marketing metrics templates and the corresponding PowerPoint template. Each month, you can update them quickly and easily to reflect your monthly visits, leads, customers, and conversion rates.

From there, you'll have everything you need to track and report on which channels are performing best.

What I like: I mean, come on — is there a feeling sweeter than hitting all of your goals for the month? Leadership loves to see ROI, and these spreadsheets can prepare comprehensive reports of your marketing metrics to send to your boss.

5. SMART Goal Excel Marketing Template

Download Your Free Excel SMART Goal Template

Whether you're planning for a new year, quarter, or month, defining a clear set of goals is critical for driving the direction of your marketing efforts..

Start with these SMART goal planning templates . Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will help you set your team up for success.

What I like: Its user-friendly and readable format makes it one of the most shareable options on this list. You can easily send it over to your stakeholders without worrying about formatting.

6. Excel On-Page SEO Template

Download Your Free Excel SEO Marketing Template

When it comes to SEO , there‘s a lot for marketers to remember to see results.If you’re looking for the light at the end of the tunnel, pull up this handy SEO template created in Excel .

Designed to make the process of managing your SEO efforts a whole lot easier, marketers can use this template to guide their strategy step-by-step or pass it off to their webmaster to serve as a helpful guide.

What I like: This template focuses on keywords and SEO best practices, while also providing tips and tricks to identify nuances and increase productivity.

7. Google Ads Campaign Excel Tracker

Download Your Free Excel PPC Campaign Tracker

If you’re doing your Google Ads campaigns right, they probably aren't “walks in the park.” This Google Ads tracking template is a marketing campaign template that can keep you on top of your Google Ads game.

It‘ll help you catch mistakes and implement best practices across all the different campaigns and ad groups you’re running — for the top, middle, and bottom of the funnel.

What I like: It’s a perfect complement to that SEO template you've started using. Plus, this tracker will help you get the most bang for your buck from all of those ad campaigns you’re running.

8. Excel Lead Tracker Template

Download Your Free Excel Marketing Template for Lead Tracking

It's no secret that sales and marketing have a pretty rocky relationship history.

With this customizable lead tracking template in your toolbox, you'll have the information you need to reduce tension and define a concrete monthly lead generation goal. You’ll also be able to track and measure the success of specific lead generation channels and keep close tabs on your current sales close rates.

What I like: You can easily supplement this lead tracker with a marketing-sales SLA template to better align your sales and marketing teams — and get one step closer to crushing your goals.

Featured Resource: Microsoft Word SLA Template for Marketing & Sales

9. excel sales conversion and close rate calculator.

Download Your Free Excel Conversion Calculator

You have to set a conversion goal, but you don't know where to start. It sounds like you could use a hand in calculating your leads and traffic goals. Luckily, there's an Excel template for that .

What I like: You won’t have to sort through these numbers on your own. This template will take care of the math and give you a clear picture of what you need to accomplish to achieve your conversion goals.

10. Excel KPI Dashboard Template

Download Your Free Excel KPI Dashboard

If you’re a fan of the monthly metrics template, you might want to grab a copy of this template as well. The essential KPI tracker, shown above, takes the metrics your marketing team has agreed to track and describes them in more detail.

What I like: Using this template, you can assign specific employees to each KPI, define the frequency at which you'll monitor each KPI’s performance, and assign each KPI a color that reflects the quality of that KPI’s performance.

For example: Let’s say one of my company’s KPIs is organic traffic. I could set up my template such that 100 page views per month are red (poor performance), 500 page views per month are yellow (stable performance), and 1000 page views per month are green (great performance).

Sales is a number-heavy field. Whether we’re talking about sales goals or closed-won ratios, here are a few of my top templates to help expedite the process.

11. Excel Ecommerce Planning Template

Download Your Free Excel Ecommerce Planner Template

Ecommerce stores come with many moving parts. This template, which also includes an ecommerce sales plan and go-to-market template, includes dedicated space for each of your ecommerce vendors.

The kit also includes a marketing plan that guides you through market research, target market analysis, channels and vendors, and more.

What I like: Once your ecommerce store is live and running, you can use the conversion template to track performance across vendors and platforms where products are listed to give you a holistic view of your efforts.

12. Excel Contact List Template

Download Your Free Excel Contact List Template

In a business, the most important people are your customer or client base. Although your current customers constantly need to be nurtured, focusing on your contact or prospect list is also essential.

The information needed to build a prospect list is elementary. You can use this template to start building this list with the person's name, title and company, location, and contact information. Additional information could include their industry, employee size, company description, and pain points.

What I like: Once you’ve used a template like this one, you’re ready to upgrade to a CRM , which stores the same information in a more user-friendly format.

13. Excel Sales Forecasting Template

Download Your Free Excel Template for Sales Forecasting

Sales forecasting is similar to weather forecasting. Without the proper tools, it’s impossible to get an accurate idea of what’s ahead.

Excel sales forecasting helps with business planning, budgeting, and risk management. Using this template will help you track business sales, accurately predict your sales revenue, and plan for future growth.

What I like: Sales forecasting is challenging, but this spreadsheet formula makes the process easier. Ultimately, it helps strengthen the sales strategy that you build for your company.

14. Excel Sales Metrics Calculator Template

Download Your Free Excel Sales Metrics Calculator

Sales are complex. Once you add sales metrics into the picture, the complications increase.

Not only does this template help you keep track of sales, but it keeps track of your salespeople too. With the sales metrics calculator template, you can calculate customer retention rate, win rates, product revenue, and employee turnover rate.

What I like: I know there are many numbers and figures to calculate, track, record, and document when it comes to sales. This interactive Excel spreadsheet will help you get the job done.

Specific projects require a specific setup, but sometimes, the setup itself can be the most exhausting part. I’ve compiled the following templates to help you manage general projects and track your progress for specific tasks.

15. Excel Social Media Planning Template

Download Your Free Excel Social Media Planner

You might already use a social media scheduler to manage and publish your posts every week, but you still need a place to draft your social copy and decide which posts will go to which social networks.

This social media posting schedule allows you to draft each social post — the time it will post, the message you want to publish, and any link you want to accompany your message (blog post, registration page, an ebook landing page, etc).

What I like: Most social media schedulers allow you to upload social post copy in bulk from a spreadsheet. Once you've drafted all of your social posts for the week, month, or quarter, you can easily sort them by social network and import them into your social media platform of choice.

16. Excel Blog Editorial Calendar Template

Download Your Free Excel Editorial Calendar Template

Blogging plays a significant role in your ability to attract visitors and leads to your website. But managing a blog is one of those responsibilities that's easier said than done.

Use this editorial calendar template as the starting point for keeping track of all of your business‘ content. It’ll help you be more mindful of topic selection, buyer personas, keyword inclusions, and CTA alignment.

What I like: When I’m struggling with ideation, consistency, or simply just lacking organization, an editorial calendar helps me refocus my blogging efforts to generate even more traffic and leads.

17. Excel Work Log Template

Download Your Free Excel Work Log Template

How do you keep track of the day-to-day progress of your company, especially when there are people, tasks, and timelines to monitor? A work log template is essential to keeping track.

This template provides you with a project overview that makes tracking easier than ever. The work log template tracks tasks, time, status, and comments.

What I like: If you’re not ready to commit to a project management software , you can still monitor the life cycle and progress of your projects with this spreadsheet.

18. Excel Social Media Content Calendar Template

Download Your Free Excel Social Media Calendar

Since you’re probably generating tons of clicks from your Google Ads campaigns and writing amazing content, I’d imagine you'll need some help figuring out how to spread the love on social media.

The social media calendar template is the perfect resource for helping you scale and streamline your social media marketing.

What I like: When you use Excel to break out separate worksheets for each social network you‘re using, you’ll be able to keep a repository of content ideas, so you‘re never struck by writer’s block and always have something to post.

19. Excel Product Launch Plan Template

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Excel Sales Template [Free Download]

Sales are the cornerstone and lifeblood of any business, whether a small tea stall or a multi-billion capital company. You often find that financial analysts use sales volume and its collection as the core measurement of business success and potential business growth.

In this Excel blog, you will find a comprehensive sales template in Excel presented (in the following image) for free download. In the later parts of this article, we added two different templates related to the Excel sales template are discussed.

Click on the image to see a detailed view

The above image will provide you with an overview of the sales template in Excel. But, with this template, we provided two additional sheets for sales performance analyses and sales plan templates.

Download Excel Sales Template Free Click on the button below to download the Excel sales template (for free). This sales template in Excel has different sections including a sales summary, sales recording table, sales performance analyses, and sales plan template.

For: Excel 2007 or later License: Private Use

You can use this template for any merchandising business organization whose main earnings source is sales revenue.

How to Use Excel Sales Template

Now, we will discuss the instructions on how to use our Excel sales template file. Before that, preview the following image of the Excel sales template. This sales template has 9 columns for recording sales data of your company and, at the top parts of the template, a summary section of the sales data is also available.

Here, the above Excel sales template is customizable. You can adjust and extend its rows and columns precisely to fit your requirements. Here, the data entry procedure of the above sales template is discussed for your best use.

• Then, insert your dates, customer name, sales order no. (you can replace it with invoice no.), unit price and sales quantity to the appropriate field.
• Choose a product name and payment method for each order from the validated drop-down list.

This Excel sales template will provide a sales summary to compare planned and actual sales, total cash sales and total credit sales, and total sales in volume and amount (on the top-left). You can also find product-wise sales amount and volume by just selecting a product from the drop-down list.

Templates Related to Excel Sales Template

We provided a template for tracking sales transactions and simply recording them, which is the main purpose of this article. But, analyzing the performance of sales periodically and planning for future sales is also important to the sales department of every business. Here, we will give you two additional templates, sales performance template and sales plan template, which are significantly relevant to the sales template, are presented in brief with images.

Sales Performace Template in Excel

You can review the following image to get an idea of our sales performance template. It is a basic template for analyzing the sales performance of your business.

Click on the image to see the detailed view

You will find this template in a different sheet of our downloadable Excel sales template.

Sales Plan Template in Excel

Here, you can preview the following image to get an idea of our sales plan template in Excel. This template is already built in a different sheet from our downloadable Excel sales template file.

You will find that, this template has fields for sales representative name, product name, region, strategy type, and forecast close (months in dropdown lists). Customize the sheet for your business types.

So, in concluding this Excel guide, we have shared an Excel sales template [Free Download] and delivered some instructions on how to use it. Additionally, you will find two other templates related to sales performance and sales planning are appropriately provided in the same Excel file (in different sheets). Feel free to use these free sales templates and communicate any issue.

Excel Sales Template: Knowledge Hub

• Excel Sales Pipeline Templates

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Abdullah Al Masud, holding BBA and MBA degrees from the Department of Accounting & Information Systems at the University of Dhaka, joined the ExcelDemy team. Masud focuses on developing and reviewing accounting and finance-related content. Additionally, he has created automated systems in Excel to streamline accounting and finance tasks. He has reviewed nearly five articles proactively, implementing various updates to enhance their quality and relevance. Masud's contributions reflect his dedication to optimizing processes and ensuring the excellence of... Read Full Bio

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Whatever you use excel for, there are customizable design templates that'll help you get started on your next project. find templates that'll jumpstart your work the next time you need to crunch some numbers., planners and trackers.

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10 Free Sales Report Templates in ClickUp and Excel

Haillie Parker

February 13, 2024

If you make a great sale and nobody knows about it, did it even happen? 👀

Sure it did! But it’s still better for sales reps and everyone involved if you have a suitable mechanism for tracking sales on a regular cadence. Not just because it helps you keep track of your sales goals , but also because it helps you see and uncover trends in sales and customer behaviors that you can use to optimize revenue growth strategies.

In other words, you need a great way not just to report on your sales KPIs but also to use those reports for insights into your deeper sales pipeline metrics . And you need a way to make that process as repeatable and streamlined as possible.

That all starts with the right sales report template. Let’s dig into the concept and how it fits into the larger sales project management process , before sharing some of our favorite templates free for your use. 

What is a Sales Report Template?

Elements of the best sales report templates, 1. sales report template by clickup, 2. weekly sales report template by clickup, 3. daily sales report template by clickup, 4. monthly sales report template by clickup, 5. sales commission sheet template by clickup, 6. sales commission tracking template by clickup, 7. sales crm template by clickup, 8. sales kpi template by clickup, 9. sales tracker template by clickup, 10. sales team report template for excel.

A sales report template is a pre-built report to help teams and managers store and review sales data for analysis and insights. Since the format of a high-quality sales report template is customizable, flexible, and provides formulas for quick calculations, you can monitor key metrics and sales KPIs or share them with stakeholders without the extensive effort required.

Sales report templates are great sales tools because they streamline the otherwise time-consuming effort of manually pulling and analyzing data. But that’s only true if you find the  right template, which means it should have the capacity to:

• Track sales goals by integrating with your other work tools and goal-setting templates to connect strategy with execution
• Work at the right cadence for your business . An annual report template is great, but might not help you if you’re looking to generate daily sales reports
• Create workflow automations . Whether that’s turning raw numbers into insights or assigning automated follow-up tasks, your report is only as good as the time it saves you compared to doing it manually
• Be accessed by your stakeholders . Charts are better than raw numbers, and colors can help understand trends and concepts at a glance

Many sales reports come in the form of an Excel spreadsheet or workbook, but the right free project management software will offer a comparable project view—and ideally, additional work views—to achieve greater results. Similar to moving beyond spreadsheet project management , you might be surprised how much time you save once you leverage the increased interactivity and automation possibilities of a tool like ClickUp. 

10 Sales Report Templates

Unfortunately, there are far too many sales report templates to test run through a typical trial-and-error process. Instead, narrow your list down by starting with the top templates for ClickUp and Excel.

It’s important to keep in mind that none of the below are inherently better than others on this list. Instead, it’s about finding the best template for your needs and situation. Plus, they’re all free! So don’t be afraid to try multiple before choosing the template that makes the most sense for you.

The Sales Report Template by ClickUp applies a detailed guide to your Workspace in the form of a dynamic List. It’s an excellent resource for gauging an overview of your sales efforts by establishing a rundown of your annual, quarterly, and monthly sales—it even lets you compare different years against each other.

Track your actual sales against projections, or break up your sales by service type. Track seasonality with the sales month variable, or compare how different regions are performing against each other. 

This beginner-friendly template also comes loaded with two custom statuses and five view types to visualize your individual sales tasks and progress from a high level, but Custom Fields are where this template really shines. With 10 Custom Fields to identify the sales reason, achievement, year, projection, and more, you can quickly sort, filter, and access information directly from your task list.

Ready to break things down further? Especially in a business with many smaller sales, an annual overview probably isn’t enough, but the Weekly Sales Report Template by ClickUp makes it quick and easy for you and the team to get into the weeds of your recent weekly sales reports and data.

Check-in on metrics like the total cold calls during a week, the number of meetings set, face-to-face visits, follow-up calls, and actual products sold. Even analyze other performance variables like converted calls.

This is a helpful resource for keeping track of the progress made toward your income goal, your actual income, and how the two are deviating from each other.

Yes, you can get even more detailed than a weekly view! In this Daily Sales Report Template by ClickUp , you can view your sales team’s performance every day of the week. 

This template is easier to complete and integrate into your existing sales processes as it’s meant to be updated each day. And rather than a number of views, Custom Fields, and tasks to keep track of, this template applies a formatted ClickUp Doc to work from. Break down your daily sales with a general description of the team’s overall performance and an itemized list of the products that performed the best for that day.

The greatest advantage of this template is that it documents the major takeaways from each workday to determine potential trends. Because of its simplicity, this is the perfect report template for beginners. You won’t get deep insights generated automatically but if you’re looking for a quick snapshot of daily sales? Look no further.

Especially in sales operations that rely heavily on cold and follow-up calls, monthly call reports are crucial. They help relevant company stakeholders quickly understand call activity, and how it has affected the sales quota. This Monthly Sales Report Template by ClickUp simplifies that process for everyone involved.

Another template specifically for ClickUp Docs, this report helps organizations keep a list of every call during the month along with its outcomes. When used consistently, it acts as the official record of all calls made by individual members of the sales team that month.

It also allows you to go further. The  Top Sales Performers section provides an easy guide to list the sales agent you think deserves recognition in a given month, boosting engagement and morale in the process. 🙂

Keeping track of commissions earned by your sales team is important when calculating both company revenue and team rewards. The Sales Commission Sheet Template by ClickUp is designed to automatically calculate that commission, regardless of the structure your organization has set up.

The template is largely complete once it’s applied to your platform—all it requires is needs a few specific sales data inputs, including total sales, commissions earned, and bonuses. From there, it uses that information to calculate total commissions along with other metrics and KPIs like your ROI and the cost of each sale made.

You also have multiple ways to sort the tasks in your price sheet report . Check on commissions by the sales team, by status, or by functional area. That way, you always keep the overview you need, from planning to payouts. It sounds simple, but this template is also incredibly detailed and loaded with resources to help you succeed while using it including:

• Two custom statuses
• Nine Custom Fields
• Three project views

Plus, multiple Help Docs and tips to use this template in the most productive way from the jump.

For more immediate users and sales managers, commission tracking may require more variables. And the good news is—the Sales Commission Tracking Template by ClickUp is just what the doctor ordered to help you keep track of and optimize every variable involved in the process. 

Like the previous template, you need to plug in a few variables into the existing template framework like the actual value, close date, and commission percentage for your sales. From there, you can watch over everything from commissions earned to the payment status, invoice status, payment type, and more within one organized Folder.

Plus, every input and output variable can be sorted and pulled into a report. View your commissions in a list or timeline view, or create a color-coded table for a larger overview. 

Your customers need to know you’re there for them—not just so they know the status of the sale and what they’re doing, but also to fulfill and exceed their expectations. Customer Relationship Management (CRM) strategy has become so popular in the sales industry precisely because of that need.

At its core, a CRM is a tool you can use to track your relationship with prospective and current customers. It houses anything from basic user demographics to sales touchpoints and where in the funnel each member in your database currently stands.

But that type of database doesn’t build itself. Instead, lean on a designated CRM template that can help you keep close track of the variables and connects with your other planning tools to move them along the customer journey . The Sales CRM Template by ClickUp is a user-friendly yet comprehensive resource for creating your ideal CRM.

CRM is a unique case because it’s so much more complex than a sales report. But at the same time, any discussion of sales report templates would be incomplete without it. In this template, you’ll have an organized Space in your platform with 20 ready-made custom statuses, six ClickApps , five custom views, and workflow automations to guide your CRM development process.

No sales operation can be successful without a strong set of KPIs that everyone can work to achieve and track. With the Sales KPI Template by ClickUp , you can track any number of sales KPIs in an easy overview.

The template comes packed with 15 Custom Fields that span the most common sales KPIs, including:

• Upsell Attempts
• Product Cost
• Repeat Sales Revenue
• Number of New Leads
• Total Sales Revenue
• Upsell Success Rate
• New Sales Revenue

And more! From there, you can track each KPI you choose to focus on in a weekly or monthly report. But this template doesn’t stop there—using Board view, you can visualize your revenue per month on a dynamic Kanban board at a glance.

Talk about a comprehensive overview. With this Sales Tracker Template by ClickUp , you can easily keep track of and analyze every moving part of the entire sales process. The insights you gain will be invaluable to optimizing and streamlining your strategy over time. 

The Custom Fields showcase just how comprehensive this sales tracker template is. You can input anything from shipping and unit costs to charges, number of returns, and more. Add your target profit and unit costs along with the units to be sold, then calculate anything from your profit margin to actual revenue. 

A status Field lets you know whether your goals have been met, while monthly categories help you understand trends over time. Navigate from your sales tracker to the Sales Volume per Month and Sales Status per Month List views for even deeper analysis and insights.

In this Microsoft Excel template, you can enter a variety of products along with quarterly sales figures. The template then converts sales data into a modern bar chart that’s easier to review and analyze.

The report template includes customizable columns that add your individual entries into one definitive total. It also helps you pull out specific sales reports for each of the products you enter.

It’s a simple but potentially effective tool. Plus, you can easily integrate all of Excel’s animations and transitions, along with graphics to can make the report more engaging to review. You can share the report with stakeholders, higher-ups, and other members by exporting the report as an Excel or PDF file at any time.

Streamline Your Sales Reports With a Template by ClickUp

Let’s face it—managing your sales team while keeping track of their performance can feel like a juggling act. Still, it’s a vital step if you truly want to optimize your operations for maximum revenue. 

That means generating effective sales reports that show exactly how your sales team excelled, where costs increased, and areas of improvement. It’s the first logical step in managing the entire sales pipeline in a more effective, data-driven way.

And that’s where ClickUp comes in. ClickUp is the only productivity platform powerful enough to bring all of your work together across apps into one collaborative platform. With its vast Template Library , more than 1,000 integrations , and hundreds of project management features , ClickUp is the ultimate resource for sales teams to manage the entire sales funnel .

Start automating your sales processes and form stronger customer relationships when you choose ClickUp today .

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Download Free Sales & Marketing Templates in Excel

Want to manage your sales team, monitor their performance, and perform sales analysis in a smart and easy manner? Now you can use MS Excel to manage sales & marketing activities such as Sales Campaign Planning, Lead Follow Up Scheduling, Annual Sales Analysis, etc.

All excel templates are free to download and use. Click the link to visit the page to find the detail description of each template and understand how each template has been prepared.

If you didn't find any accounting template here, please use our suggestion form .

Download Daily Sales Report Excel Template

We have created a simple and easy Daily Sales Report Excel Template where you can maintain the monthly records of sales of your salesperson. Moreover, this template comes with a printable sales report. It also helps you to generate multiple reports that you can use for sales analysis.

Download Consolidated Annual Sales Report Excel Template

We have created a simple and easy Consolidated Annual Sales Report Excel Template to record and analyze sales data for a complete year. In addition to that, it also consists of detailed reports with a graphical representation that you can be helpful for the management to take important decisions.

Download Sales Lead Follow-Up Planner Excel Template

This sheet helps in proper planning with timings and addressing issues of the clients eventually helping the salesperson to maximize sales. Moreover, it also helps the managers or team leaders to keep an eye on their sales team and their follow-up schedule. This keeps the sales team vigilant and results-oriented.

Download Sales Campaign Planner Excel Template

We have created a simple and easy Sales Campaign Planner With Budget excel template to help you plan your sales promotion activities for a complete year. Define your campaign activities, the number of activities per month and allocate the budget and update the status regularly. That’s it. 

Download Sales Forecast Excel Template

Sales Forecast Template With Charts is a ready-to-use excel template that helps you forecast 3 years sales, growth rate, and profits of your products and services. In addition to the above, it also consists of a printable version. Moreover, it helps you analyze all year on year forecast data and represents the same in a graphical format.

Download Sales Performance Evaluation Excel Template

We have created a simple and easy Sales Performace Evaluation Excel Template with predefined formulas and ranking system. Just enter the sales, targets, and points according to the sales executive’s performance and it will automatically prepare the report for you.

Download Sales Pipeline Tracker Excel Template

We have created a simple and easy Sales Pipeline Tracker Excel Template with predefined formulas and formating. Furthermore, you can define priority, probability and projected closing date, and further actions. You can forecast sales projections record details and status of the deal.

Download Sales Rep Performance Review Excel Template

Sales Rep Performance Review is a ready-to-use excel template that provides insights into the sales rep’s sales performance post-training. This sheet reviews the whole process starting from the recommendation and ending at post-training performance evaluation. This sheet serves to plan a corrective action for the unsatisfactory performance of the sales rep. It includes those sales […]

Download Weekly Sales Call Report Excel Template

We have created a simple and easy Weekly Sales Call Report Excel Template with predefined formulas and formating. All you need to do is to enter the data on a regular or weekly basis and your Sales Call Report is ready.

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• 13 min read

Top 5 Excel Sales Tracking Templates for 2023

What Is Sales Tracking?

How to use excel for sales tracking, what is an excel sales tracking template, why use a sales tracking excel template, benefits of using excel sales tracking templates, 1. sales lead tracking excel template, 2. sales compensation plan excel template, 3. e-commerce demand forecasting excel template, 4. okr excel template, 5. project management excel template.

Sales tracking is a method used to record and monitor the progress of the sales process. It involves tracking key performance metrics such as customer data, product sales, market trends, and customer feedback. By recognizing patterns in these metrics, businesses can make data-driven decisions that support their overall success.

Using Excel Sales Tracking Templates helps streamline the process of tracking sales data. These templates contain pre-programmed formulas and processes that help to quickly and accurately organize large volumes of sales information into one comprehensive report. With the proper Excel Sales Tracking Template, businesses can track their performance trends over time, identify areas for improvement and maximize their efficiency.

Before you start using Excel for sales tracking, you should familiarize yourself with the different features and functions of the program. Here are a few steps to get you started:

• Create a spreadsheet: Start by creating a new spreadsheet in Excel. You can use one of the pre-made templates or create your own.
• Enter data into columns and rows: Enter your sales data into each column and row on the spreadsheet. Use formulas to calculate totals, averages, and other vital metrics.
• Use formulas to analyze data: Utilize pre-programmed formulas such as COUNTIF, SUMIF, and AVERAGEIF to quickly analyze large amounts of data and draw key insights.
• Create charts: Create charts and graphs that visually represent your sales information. This will make it easier to interpret the data and find trends.
• Create reports: Use the data to create comprehensive reports that provide a detailed overview of your sales performance.

By leveraging Excel for sales tracking, businesses can gain valuable insights into customer behavior, product performance, and market trends. With the right tools and strategies in place, companies can make more informed decisions and maximize their success.

Excel Sales Tracking Templates are an essential tool for businesses seeking to track sales activities. They make it easy to analyze data, spot trends, and set goals. With a few clicks, managers can easily assess current performance, compare results over time, and quickly identify improvement areas. Excel templates also allow businesses to customize reports to get the most out of their data and make better decisions.

Sales tracking templates can be used to store customer information, keep track of sales leads, monitor individual performance, and much more. They are beneficial for companies that operate in multiple locations or manage large teams. Excel templates provide a simple way to collect all the necessary data in one place and make it easier to access and update as needed.

To get the most out of sales tracking templates, it's essential to choose the suitable template for your needs. An ideal template should be easy to use, customizable, and include all the features you need for your business. Many websites offer free Excel templates already formatted and ready to go, while others offer premium templates with additional features and functionalities. Either way, make sure the template you choose fits your business's needs and can be adapted as needed.

Excel Sales Tracking Templates offer a variety of benefits to businesses, including:

• Increased Efficiency: Excel Sales Tracking Templates help streamline the process of collecting and organizing data, saving time and resources.
• Improved Accuracy: Excel Sales Tracking Templates contain pre-programmed formulas that ensure accuracy and consistency when analyzing sales data.
• Comprehensive Reports: Excel Sales Tracking Templates provide a comprehensive view of performance trends and customer feedback, which can help businesses make data-driven decisions.
• Automated Analysis: Excel Sales Tracking Templates utilize pre-programmed formulas to quickly analyze large volumes of sales data and identify key insights.

With the right sales tracking template, businesses of all sizes will benefit from better data analysis and smarter decision-making. Excel is a powerful tool for organizing and analyzing sales data, and a suitable template can help you better manage your sales team and achieve a higher level of success. With Excel templates, businesses can gain valuable insights into their customer base and identify new growth opportunities. So make sure to find the right one for your business today.

A Sales Lead Tracking Excel Template, or a Sales Lead Tracker, is an essential tool for businesses seeking to identify and track sales leads. By leveraging this template, companies can easily store customer information, monitor individual performance, and quickly identify areas that need improvement. It allows businesses to store customer data in one place and analyze it using pre-programmed formulas. This makes it easy to spot trends and improve sales tactics to maximize success. Excel Sales Lead Tracking Templates make it easy to track leads, analyze results over time, and quickly identify areas that need improvement.

Download the Sales Lead Tracking Excel Template for Free.

Top Free Google Sheets Templates and Financial Statements to help you manage your business financials, monitor performance, and make informed decisions.

A Sales Compensation Plan Excel Template is an automated tool to track and analyze employee performance and sales targets. It enables businesses to monitor individual or team performance, identify areas of improvement, and create incentive plans to drive better results. This template typically includes pre-programmed formulas to help managers quickly assess data, identify weak spots in the sales process, and reward employees for meeting or exceeding their goals. With this template, businesses can easily understand the performance of each employee or team and make better decisions when it comes to developing sales strategies. It can also help companies to eliminate guesswork and ensure that employees are fairly compensated for their efforts.

Download the Sales Compensation Plan Excel Template for Free.

E-commerce Demand Forecasting Excel Templates are used to predict market trends and anticipate customer demand. Using sales data, the template can forecast total sales, identify peak and slow periods, and establish promotional strategies to increase sales growth. Demand forecasting templates are especially helpful for businesses selling products online and those operating in seasonal markets.

Download the E-Commerce Demand Forecasting Excel Template for Free.

An OKR Excel Template (Objectives and Key Results) is a simple yet powerful tool to help businesses define and measure goals. It provides an easy-to-follow framework for setting measurable objectives and tracking progress toward these goals in real time. The template includes pre-programmed formulas that can help managers quickly analyze data and identify trends to measure the success of an individual or team's objectives. With this template, businesses can quickly assess progress and make better decisions regarding setting goals, improving processes and achieving a higher level of success.

Download the OKR Excel Template for Free.

A sales dashboard helps you to keep track of your sales performance. Here’s how to track sales in Google Sheets with your own sales dashboard.

A Project Management Excel Template is a powerful tool for managing projects of all sizes. It helps businesses reduce costs, improve efficiency, and ensure the successful completion of projects on time and within budget. This template typically includes pre-programmed formulas that enable managers to quickly analyze complex data points and identify areas of concern or opportunity. With this template, businesses can easily manage large projects and ensure that each task is completed as expected. It can also help enterprises to reduce costs and improve efficiency by automating key processes, such as task details, timelines, and budget tracking.

Download the Project Management Excel Template for Free.

In conclusion, Excel sales tracking templates offer businesses a simple and convenient way to track and analyze sales performance. With the help of pre-programmed formulas and automated analysis, companies can quickly identify trends, draw critical insights, create charts and reports, and make more informed decisions. By leveraging these tools for sales tracking and demand forecasting, businesses can maximize their success and significantly improve their bottom line.

Hady has a passion for tech, marketing, and spreadsheets. Besides his Computer Science degree, he has vast experience in developing, launching, and scaling content marketing processes at SaaS startups.

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20 minute read

52 Free Excel Templates to Make Your Life Easier

Devan Ciccarelli

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Nothing beats the time-saving awesomeness of the perfect Excel template.

Whether you’re managing a team of employees or a busy household, being able to simply plug in your data and go means your work gets done faster, your projects run smoother, and you’re the most organized person in the room.

But finding the right template can be time-consuming on its own.

Luckily, you can get started ASAP because we’ve compiled a list of 52 free Excel templates to help make your life easier today.

Want to learn more?

Take your Excel skills to the next level with our comprehensive (and free) ebook!

Our list has you covered with template picks spanning 7 categories:

Project management

Money management, planning ahead, buying a house, personal weight loss, business management, business planning.

Skip ahead to the sections you're interested in or check each one out to see what you’re missing.

Looking for more templates? Check out these free downloadable Word resume templates and PowerPoint templates .

To kick things off, let’s start with 7 project management templates your team can’t afford to go without.

1. Timeline template

This helps your team stay on the same page throughout the course of your project. If you don’t have time to create your own project timeline, don’t sweat it. Use this template to create one quickly.

2. Gantt Chart template

Each milestone also has a summary of what needs to be done so there’s no question as to what everyone on your team should be working on and when those deliverables are due.

For the best results, create a general timeline to look at for quick answers, such as when something is due, and your Gantt Chart to see the details of the deliverables before they’re due.

3. To-do list template

Hold your team accountable. Once you have your general timeline created and your Gantt Chart laid out, you’ll need a way to keep your team in the loop with the status of certain deliverables. This to-do list template will help you do just that.

With this template, you can add the project tasks, a status update, the priority level, a due date, who’s in charge, and any relevant notes to ensure that everyone on the team knows what’s going on.

And if any issues come up, you can use this next template.

4. Issue tracking template

This issue tracking template helps you keep a log of what went wrong, when it occurred, who handled the problem, and any relevant notes that may be helpful.

Remember, it’s better to identify the issues and document them now than it is to keep repeating the same mistakes over and over again because you failed to identify a common thread.

5. Weekly timecard template

6. project tracking template.

7. KPI tracking template

In this next section, I’ll show you the best templates to help you manage your money.

8. Money management template

9. personal budget template.

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10. Income and expense template

11. Family budget planner template

12. household budget template, 13. college budget template.

For students, there’s also this helpful college budget template that tracks where most of your funds are going. Then you’ll know what to expect and how to plan ahead each semester (for the most part).

14. Holiday spending budget template

15. travel budget template.

16. Kids money management template

17. savings goal template, 18. wedding budget template.

19. Get out of debt template

20. Portfolio management template

Up next, I’ll show you how a little planning ahead will make your life smooth sailing down the road.

21. Meal plan template

22. Home remodel budget template

23. Party planning template

Parties can also increase your spending for the month. Let this party planning template make sure your party stays within your budget.

Purchasing a house is another important milestone that can quickly spiral out of your budget and control.

Fortunately, the templates in our next section will help alleviate some of the financial stress that comes with such a major purchase.

24. Home expense calculator template

25.  home buying checklist template.

26. Mortgage calculator template

But before you decide to put in an offer on the house of your dreams, use this mortgage calculator template to see if your mortgage payments are something you can even afford.

Templates can also be helpful when you’re trying to lose or maintain your current weight. I’ll show you two great ones to use for this next.

27. Weight loss tracker template

28. Couple weight loss tracker template

To add to that, grab a partner or spouse and track both of your weight loss journeys with this weight loss template . You can motivate each other to succeed.

Up next, let’s talk about the best Excel templates for managing your business.

29. Basic invoice template

30. Service invoice template

31. Sales invoice template

32. Account statement template

33. Packing slip template

34. Price quote template

35. Purchase order template

Once your customer decides to accept your price quote, you can then create a purchase order thanks to this template .

36. Sales receipt template

37. Rent receipts template

38. Home office expense tracking template

39. Computer repair invoice template

40. Time card template

41. Weekly timesheet template

42. Weekly timesheet with breaks template

43. Free payroll calculator template

44. Proft and loss statement template

Now that you have templates for the technical aspects of operating your business, let’s go over a few to use if you’re just starting out or want to take your business to the next level.

45. Competitive analysis template

46. Startup business planning template

47. Financial plan projection template

48. On-page SEO template

49. Marketing calendar template

50. Marketing editorial calendar

51. SWOT analysis template

52. Event planning template

Don’t waste time creating your own templates; use these free Excel ones instead

You’re already busy enough, why add to your stress and overflowing to-do lists?

Instead of spending countless hours creating your own templates, use one of the free Excel templates on our list and you’ll make all the messy, overwhelming parts of your life that much easier.

Whether you’re starting a business or managing your personal finances, this list of 52 Excel templates has you covered.

Ready to become an Excel ninja? We got you – no matter where you are on the skill spectrum.

Check out our Basic and Advanced Excel course and level up today!

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Crafting fluff-free content is Devan’s jam. When she’s not writing for GoSkills, you’ll find her outside reading, soaking up the sun, or hiking her next adventure.

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Sales Strategy Infographics

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After Christmas Holidays Sales IG Stories

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Sales by Month Infographics

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View, manage, and install add-ins for Excel, PowerPoint, and Word

When you install and use an add-in, it adds custom commands and extends the features of your Microsoft 365 programs to help increase your productivity.

Note:  This article only applies to add-ins in Excel, PowerPoint, and Word. For guidance on how to view, install, and manage add-ins in Outlook, see  Use add-ins in Outlook .

View installed add-ins

You can directly install add-ins from this page or select  More Add-ins  to explore.

In the Office Add-ins dialog, select the  My Add-ins  tab.

Select an add-in you want to view the details for and right-click to select  Add-in details  option.

Install an add-in

Tip:  If you selected  Home  >  Add-ins , directly install popular add-ins from the menu that appears, or select  More Add-ins to view more options. 

Select  Add  from the add-in you want to install.

Manage installed add-ins

To manage and view information about your installed add-ins, perform the following:

Select  File > Get Add-ins .   Alternatively, select  Home  >  Add-ins > More add-ins .

In the Office Add-ins dialog, select the  My Add-ins tab.

Select  Manage My Add-ins . This opens the Office Store page in your preferred browser with a list of your installed add-ins.

Remove an add-in

To remove an add-in you installed, follow these steps.

Select  File  > Get Add-ins . Alternatively, select  Home > Add-ins .

In the Office Add-ins dialog, select  My Add-ins  tab.

Select an add-in you want to remove and right click to select  Remove  option.

Note:  Add-ins that appear in the  Admin Managed  section of the Office Add-ins dialog can only be removed by your organization's administrator.

Cancel an add-in subscription

To discontinue your subscription to an add-in, do the following:

Open the Microsoft 365 application and select the Home  tab.

Select  Add-ins from the ribbon,   then select  More Add-ins .

Select the My Add-ins tab   to view your existing add-ins.

Select  Manage My Add-ins .

Under the Payment and Billing section, choose Cancel Subscription .

Select  OK ,   then Continue .

Once you've cancelled your subscription, you should see a message that says "You have cancelled your app subscription" in the comments field of your add-in list.

Manage an add-in's access to your devices

Note:  The information in this section only applies to Excel on the web, Outlook on the web, PowerPoint on the web, and Word on the web running in Chromium-based browsers, such as Microsoft Edge and Google Chrome.

When an installed add-in requires access to your devices, such as your camera or microphone, you will be shown a dialog with the option to allow, allow once, or deny permission.

If you select  Allow , the add-in will have access to the requested devices. The permission you grant persists until you uninstall the add-in or until you clear the cache of the browser where the add-in is running.

If you select  Allow Once , the add-in will have access to the requested devices until it's relaunched in the browser.

If you select  Deny , the add-in won't be able to access the requested devices. This persists until you uninstall the add-in or until you clear the cache of the browser where the add-in is running.

If you want to change an add-in's access to your devices after selecting  Allow  or  Deny , you must first uninstall the add-in or clear your browser cache.

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Free Sales Pipeline Templates

By Diana Ramos | August 29, 2022

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In this article, you’ll find the largest collection of helpful and truly different free sales pipeline templates for business owners and sales professionals.

Included on this page, you’ll find a sales pipeline funnel template , a sales pipeline management template , and a simple sales pipeline template . Plus, get helpful tips on using a sales pipeline template .

Sales Pipeline Template

Download a Sales Pipeline Template for Excel | Google Docs | Google Sheets | Smartsheet  

Use this sales pipeline template to track your leads, finances, and actions as they relate to your company’s quarterly sales. In the columns under the Finance section, enter the size of the deal, its probability of closing, and its weighted forecast. Use the Action section to track the status of deals and their closing dates. Share this information with your sales team members, so they can prioritize leads based on probability percentages.

Check out this article for information about sales pipeline best practices .

Sales Pipeline Funnel Template

Download a Sales Pipeline Funnel Template for  Excel | PowerPoint | Google Sheets

This sales pipeline funnel template provides a list of pre-filled action items, from analysis to proposed commitment. In order to calculate the overall probability of closing a deal, fill in the probability percentage for each action item. To determine your total sales forecast, enter the sales forecast for each action item. The funnel offers the ideal visual representation of your selling process. Use the PowerPoint version of this template to share metrics with your team.

Sales Pipeline Report Template

Download a Sample Sales Pipeline Report Template for Excel

Download a Blank Sales Pipeline Report Template for  Excel

Track your company’s product revenue with this orderly sales pipeline report template. Enter the name of each of your products, the cost per unit, and the total number of units sold. The template auto-calculates your total revenue per product. Once you enter your shipping charges and costs, your total income per product appears. Use this information to measure profit, so you can adjust your costs and markup percentages accordingly. 

Click here to learn the benefits of and best practices for using a sales plan template .

Sales Dashboard Template for Excel 

Download the Sales Dashboard Template for Excel

Use this sales dashboard template for a real-time visual representation of your sales metrics. As you enter the source of each lead (e.g., social media, email marketing, or referral), the template creates a graph that displays such information. This template also includes a section for documenting each deal’s current level of progress. This template helps you determine the best strategy for pursuing leads and identify the leads that are most profitable.

Sales Pipeline Management Template

Download a Sales Pipeline Management Template for Excel | PowerPoint | Smartsheet  

Use this sales pipeline management template to track the stages of your sales process. Enter the name of the deal, the stage of the deal, its size, and the probability of a win. This template helps you gauge revenue and minimize loss. Share and review this information with your team members, so they have a snapshot of the company’s financial health.

Simple Sales Pipeline Template

Download a Simple Sales Pipeline Template for Excel | PowerPoint  

Manage your sales team with this simple sales pipeline template. Each sales representative can use this template to keep a detailed log of the prospects, the value of each deal, and the outcome of each deal. With this template, you can make sure that your team stays organized and up to date. Share this template in PowerPoint to keep your team well informed about wins and losses.

Sales Pipeline Analysis Template

Download a Sales Pipeline Analysis Template for Excel | Microsoft Word

This sales pipeline analysis template offers an easy way to organize your sales process by quarter. Enter the following data to keep a comprehensive account of sales trends on a quarterly basis: the name of the deal, the contact person, the stage of the deal, the amount of the deal, the win probability, the weighted forecast, the expected close date, and more. This tool is ideal for new business owners looking to optimize their time and resources.

Sales Leads Pipeline Template

Download a Sales Leads Pipeline Template for Excel | Smartsheet  

If you are new to sales and just beginning to manage prospective customers, use this template to track your sales leads and their contact information. This sales leads pipeline template also documents your communication process, so you can easily manage the status of each lead and see which action to take next. Keep your leads organized by listing each contact’s name, job title, and organization.

What Is a Sales Pipeline Template?

A sales pipeline template provides a visual representation of all stages in your sales process, from prospective customers to closing dates. The template allows you to optimize your time with clients, minimize loss, and maximize revenue.

If you are a business owner or salesperson, you must track your sales process, so you can evaluate your conversion ratios and determine the best opportunities for growth. A dashboard can offer real-time insight into your financial health by breaking down your customer’s purchasing path into distinct phases.  

A sales pipeline template typically includes the following terms: 

• Prospect/Lead: This is a person or company that can potentially use your services.
• Lead: This is a person who has shown interest in your services. 
• Deal: This is the agreement between you and your client. 
• Customer/Client: This is the person who is invested in your services. You have an established relationship with them and are working on a deal or already closed one. 
• Probability Percentage: This number represents the likelihood that you will close a deal. 
• Close Date: This term represents the date on which you win a deal or determine it is no longer beneficial to continue negotiations. 
• Win: This term represents the closing of a deal that results in a profit for your business.

According to Mark Sellers, author, keynote speaker, and Founder and CEO of Breakthrough Sales Performance®LLC, the success of your sales team is in the details, specifically the fine points of sales pipeline management: “It [sales pipeline management] is about the task in total: finding, qualifying, and winning not just one sale, but doing the right things throughout the year to help salespeople do what they are expected to do — achieve their sales quota.”

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How To Type Multiple Lines in an Excel Cell

Microsoft Excel allows for detailed data entry through the use of multiple lines within a single cell. Master the simple process of inserting and managing multi-line text to make your Excel data more readable and comprehensive.

Step 1. Select the Cell

Step 2. enter text.

Step 3. Adjust Cell Formatting

Step 4. Align the Text Vertically

Step 5. Wrap Text

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