Sales Rollup is a tool for Account Managers to aggregate and analyze sales data across different periods, products, or sales teams. A Sales Rollup template on Notion facilitates this process by providing a structured and accessible format for collating sales data, monitoring trends, and identifying areas of improvement. Before you start crafting your own Sales Rollup template, delve into these well-designed Sales Rollup below to streamline the creation process and optimize your sales management.
1. AI Sales Outreach Email
Landing new customers can be a challenge - Notion AI can help you get it done.
Provide us some information about your company, themes to include, and let Notion AI craft the perfect message.
2. Aesthetic business planner template 💗💫
With a focus on both functionality and style, this planner is perfect for entrepreneurs, freelancers, or anyone looking to stay organised and motivated while working on their business. Our planner includes essential pages such as a monthly calendars, finance trackers and a page where you can leave all your business goals. In addition, we've added extra pages for your fave vision boards and quotes to help you stay motivated.
The planner is designed to work seamlessly with Notion, so you can easily customise it to fit your needs. And with its stylish and modern design, it's sure to inspire you every time you use it.
What's included?
- brand hub
- finance tracker
- task manager
- goals
- strategy
- social media planner
- offers
- customer hub
- vision board
- motivational quotes
- business calendar
- and much more...
3. Sales OS
Sales OS will help you manage your contacts, orders, products, and more in the same system. Track your sales revenue on a weekly basis, manage your documentation process, and lear how to integrate this system with the most used sales tools.
4. Sales Tracker
Keep track of all your sales and customers from Gumroad, Shopify, LemonSqueezy and Stripe in one simple database.
5. Star Pipeline Basic
Manage your sales pipeline efficiently:
- Track sales opportunities through the sales funnel - You can customize this workflow to your specific process.
- A central database to manage your client
- Visibility of the touchpoints with your clients via a monthly calendar view showing your last and future contact with your client.
- Bonus! You can now display this calendar along with your personal or professional calendar via the new application "Notion Calendar".
6. CRM commercial avec les automatisations
Optimisez votre processus de vente avec le modèle de CRM commercial de Notion, qui intègre des automatisations de base de données pour un suivi en temps réel des affaires, des contacts et des statuts. Avec l'horodatage automatique et les notifications d'équipe, ce modèle rationalise votre flux de travail de vente, assurant qu'aucune opportunité ne passe à travers les mailles du filet. Mettez en œuvre ce modèle pour obtenir une vue à 360 degrés de votre processus de vente sans avoir à le gérer manuellement.
7. Enterprise SaaS Sales Update
**Strategic Alignment:** Elevate your go-to-market (GTM) strategy with our concise weekly update template. It's designed for alignment and focus, integrating enablement and training to unify your team's efforts with company goals.
**Clear Communication:** Streamline reporting for clarity. The template encourages succinct updates, ensuring everyone understands weekly outcomes and next steps, crucial for effective team coordination.
**Focus on Key Metrics:** Centered on essential KPIs, this template helps prioritize tasks and resources, accelerating the GTM process and keeping efforts aligned with strategic objectives.
**Rapid Iteration Culture:** More than a reporting tool, it fosters a culture of quick adaptation and continuous improvement, essential for staying competitive in the dynamic GTM landscape.
This tool is essential for teams seeking to enhance their GTM approach, combining strategic planning with efficient execution.
8. Sales & Revenue Dashboard
This template is for freelancers, creators and companies. You can identify core offers, build relationships, sign new clients, manage clients perfectly, and track sales performance all in a single Notion dashboard. All databases include templates with built-in prompts to ensure you are guided through the entire process from start to finish.
9. Partnerships CRM
This template is designed to provide an orderly and systematic approach to managing partnership information. It centralizes all details from initial conversations to comprehensive meeting notes, offering an organized snapshot of partnerships by manager, program, priority, and product. It's a way for cross-functional stakeholders to be looped in effortlessly, fostering collaboration while keeping things simple.
10. Wiki Commercial
Ce modèle vous permet de regrouper toute votre documentation commerciale et vos projets à un seul et même endroit, afin que chaque membre de l’équipe ou de l’entreprise puisse s’y référer facilement.
