Skip to content ✦ Ask QwotaExcel Templates 33 free, ready-to-use Excel templates — formatted, with formulas and charts built in. Download one, fill it in, and import it straight into Qwota, or use it as-is in Excel. (CSV also available.)
Sales Essentials The core spreadsheets every small sales team needs — import any of these straight into Qwota.
Sales Pipeline Tracker
Excel · charts + formulas
Contacts List
Excel · charts + formulas
Accounts List
Excel · charts + formulas
Sales Activity Log
Excel · charts + formulas
Sales Forecast
Excel · charts + formulas
Lead Tracker
Excel · charts + formulas
Deal Qualification (MEDDICC)
Excel · charts + formulas
For Accountants Built for accounting & bookkeeping firms growing their client base.
New Client Pipeline
Excel · charts + formulas
Tax Season Lead Tracker
Excel · charts + formulas
Client Renewal Tracker
Excel · charts + formulas
Referral Source Tracker
Excel · charts + formulas
Advisory Upsell Tracker
Excel · charts + formulas
Proposal Tracker
Excel · charts + formulas
Prospect Contacts
Excel · charts + formulas
Engagement Tracker
Excel · charts + formulas
Bookkeeping Client Tracker
Excel · charts + formulas
Networking Event Leads
Excel · charts + formulas
Client Onboarding Pipeline
Excel · charts + formulas
Win Back Lost Clients
Excel · charts + formulas
Discovery Call Tracker
Excel · charts + formulas
Annual Review QBR Tracker
Excel · charts + formulas
Cross Service Opportunity
Excel · charts + formulas
Webinar Workshop Leads
Excel · charts + formulas
Niche Industry Prospects
Excel · charts + formulas
Partner Alliance Tracker
Excel · charts + formulas
For Real Estate Listing, buyer, and commission trackers for agents and teams.
Listing Pipeline
Excel · charts + formulas
Buyer Tracker
Excel · charts + formulas
Commission Tracker
Excel · charts + formulas
Open House Leads
Excel · charts + formulas
For Insurance Renewals, cross-sell, and referral trackers for agencies.
Policy Renewal Tracker
Excel · charts + formulas
Prospect Pipeline
Excel · charts + formulas
Cross Sell Tracker
Excel · charts + formulas
Referral Tracker
Excel · charts + formulas
33 templates · generic + accounting, real estate, and insurance verticals. More on the way.