Service sales report template

Use this spreadsheet-based sales report template to analyze data on clients, contracts, and leads in an automated dashboard. Available in Excel or Google Sheets.

Automated sales reports

The Sheetgo sales report template is a workflow of connected spreadsheets that exchange data between them.

Combine data on leads, clients, and sales contracts into one central master sheet, for accurate and instant sales reporting.

Key features

Automated system

The template pulls leads, clients and sales data directly into the master sheet and dashboard, ready for analysis.

Better data

A workflow of connected files keeps data separated, giving you more accurate information and control over data access.

Save time and money

Schedule automatic updates to get the latest sales data at your fingertips. No more copy-pasting or manual data collection.

Looking for a custom sales reporting system?

Want a tailor-made solution for your team or need help customizing the Excel or Google Sheets template? Talk to our automation experts.

With a small team of 5 sales people keeping a Google sheet updated daily, Sheetgo enabled us to collate that information into one sheet with all the relevant info. Great product and very affordable.”

 Gordan Buckland | VP, The Concrete Edge Company