B2B Sales OS Excel Template | Deals, Activity, Accounts, Lost Reasons and Expenses

For B2B salespeople and small sales teams. It puts your pipeline, activity and won accounts in one workbook, so you can see what is coming in and what needs chasing. A dashboard reads every tab live, and lost deals are logged with the reason so you can learn from them. Money in and expenses sit alongside, ready for the accountant.

What it covers

• Dashboard that reads every tab live
• Deals pipeline with stage, value and next step for each opportunity
• Activity log to spot pipeline problems early
• Won accounts with renewal dates and room to grow
• Lost reasons log so you learn from deals that slip away
• Money in and expenses, categorised for the accountant

Who it is for

Suits B2B sales reps, account managers, small agencies, founders who sell and suppliers selling to other businesses.

What is inside

• Easy Setup, your lists in one place so every dropdown matches how you work
• How To Use and Quick Start guides, from download to working in ten minutes
• Dashboard
• Deals
• Activity Log
• Accounts
• Lost Reasons
• Money In
• Expenses
• Notes and Actions, Log and Diary and Monthly Review tabs

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

• One editable Excel (.xlsx) workbook with 12 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.