
Lead Intake Webhook
n8n
Free
This template records every sale in one log. The Sales tab holds one row per sale, with its date, month, product, region, customer, units and amount. The Targets tab holds the sales target for each month.
The Dashboard totals sales, units and progress against target, then shows sales by region and each month's target against actual sales, with charts. It suits a small sales team that reports monthly.
It comes with sample data. Make a copy, then replace the sample rows with your own sales and targets. Formulas, dropdowns and charts update on their own.
Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.
Start on the Sales tab: replace the sample rows with your own.
Keep the formula columns as they are; they fill in as you type.
Read the How to use tab for tips. For Excel, download the .xlsx file instead.
Yes. Download the template and use it in Google Sheets or Excel at no cost.
Yes. Download the .xlsx file to open it in Excel. The formulas, dropdowns and charts work in both Excel and Google Sheets.
Yes. Add a row for each month on the Targets tab and add the month to the Month list (Data, then Data validation). Then add a matching row to the monthly breakdown on the Dashboard.

n8n
Free
Slides + PowerPoint12 slides
Free
Docs + Word3 pages
FreeSheets + Excel4 slides
Free
Sheets + Excel4 slides
Free