Service sales report template

Use this Google Sheets-based Service Sales Report template to manage your clients, contracts and leads database. All sales processes in a single template.

Click the button below to set up. Then, inside the template, read the instructions to configure.

Need guidance building your customized workflow?

Start automating every department in your business with our ready-to-use templates. If you need assistance building your own unique system, our experts can help. 

Service sales report template overview

service sales report template leads

The leads database tells you the funnel stages of all your leads. Perfect for collaborating with multiple leads representatives. Bring the data from here to your dashboard by the click of a button, or schedule to do it automatically!

service sales report template clients

This is your database for all your clients. The data from this spreadsheet can be transferred to the (master) service sales report. In case of confidential info, filter out data before the transfer, and/or create a dashboard in this spreadsheet.

service sales report template contracts

Add all your sales contracts data here, or connect this spreadsheet with your existing contracts spreadsheet. Sheetgo will transfer this data to the (master) service sales report spreadsheet.

service sales report template dashboard

The Service Sales Report spreadsheet is the master one. The dashboard contains top clients, # of contracts per month, contracts per state, lead stages, and best selling services. All tables are automated!

service sales report connected template

This spreadsheet-based service sales report system is composed of four spreadsheets connected to each other using Sheetgo. As a result, the network view shows the workflow you´ve created to manage your department´s sales.

service sales report template files

Sheetgo will automatically organize the spreadsheets in your Google Drive. Since these are spreadsheets you have total freedom to change and personalize your spreadsheet-based service sales report Template.

How other users feel about Sheetgo

“We filter and process data from over 100 connected spreadsheets to provide automated forecasting for our business leaders around the world.”                                               
Jimmy Webb

Senior Finance Analyst, Quantum Spatial

“We pull data from our orders system to create automated work schedules for the 50 dashboards in our factory and generate orders for suppliers.”                          
Dawid Zacharzowski

Project manager, Eko Okna

"I use it to selectively share data and use the automatic update feature to update the sheet at midnight, so teachers always have the most current information."
Diana Boisvert

Centre Director, Grande Prairie Public Schools

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