Sales Rollup is integral for Account Executives as it aggregates data across various metrics, offering a comprehensive view of sales activities, trends, and outcomes. A Sales Rollup template in Notion can streamline this process, ensuring that information is neatly organized, easily accessible, and up to date, thus facilitating better decision-making and strategy formulation. Before you venture into creating your own Sales Rollup template, consider exploring the Sales Rollup templates listed below to simplify and enhance your experience.
1. Fundraising database
Use this database to keep track of every interaction you have with investors. Designate and know the status of every conversation (i.e. meeting planned, term sheet, closed), and see when you last made contact. Each row opens up into its own page, where you can keep all your notes from meetings, make checklists of follow up items, embed videos or podcasts featuring the VCs in question, etc.
View this database as a board grouped by status so you can see which investors are at each stage of your process — and keep things moving!
2. 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.
3. Sales Tracker
Keep track of all your sales and customers from Gumroad, Shopify, LemonSqueezy and Stripe in one simple database.
4. 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".
5. 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.
6. Pitch’s sales deal room
A deal room is your private space to organize pitch decks, manage a list of leads and deals, and store proposals and contracts. This template will help you track all sales prospects in one place and ensure you’re focused on the deals that matter the most.
7. 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.
8. Automated Agency CRM
Unlock a new era of sales management with our Sales OS - Dashboard Notion Template, specifically tailored for agency owners. This powerful tool offers lead tracking, pipeline visualization, and performance analytics, all within a customizable interface. Elevate your client interactions and sales performance with intuitive tracking and insightful data. Transform your sales approach with a dashboard that's not just a tool, but a strategic asset for your agency.
9. Notion’s sales weekly digest
Here at Notion, our sales team uses this weekly digest to keep everyone up to date with the latest metrics, product updates, upcoming events and more! We build consistency by using the and filling out the action items with weekly to-do’s. Use this template to host your weekly sales sync and make complex collaboration effortless and enjoyable.
10. 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...
