Top Sales Rollup Templates for Sales Representatives

The Lead Manager allows you to keep track of contacts, manage meetings and navigate from lead to client with:
- Calendar views
- Sales pipeline visualisation
Use this template to make sure your lead generation process is robust and efficient.

案件ごとのコンタクトやステータスをリアルタイムで追跡するデータベースオートメーションを組み込んだNotionの営業パイプラインテンプレートで、営業プロセスを強化しましょう。日付スタンプとチーム通知を自動化し、営業ワークフローを効率化、貴重な機会を逃しません。このテンプレートを導入すれば、マニュアル管理のコストを減らし、営業プロセスを俯瞰的に見渡すことができます。

このテンプレートで営業関連のすべてのドキュメントやプロジェクトを一か所にまとめ、必要な人がいつでも確認できるようにします。

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.

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.

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.

**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.

このデータベースで、投資家とのやり取りをすべて記録しておきましょう。各投資家とのやり取りのステータス（例：ミーティング予定、条件交渉中、確定）を管理し、最後にコンタクトを取ったのがいつかも記録しておきます。各行をページとして開き、議事メモを保存したり、要対応事項のチェックリストを作成したり、該当するVCのビデオやポッドキャストを埋め込んだりすることが可能です。

このデータベースは、ステータスごとにグループ化されたボードとして表示されるので、どの投資家がプロセスの各ステージにいるのかを確認し、資金調達を進めていくことができます。

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...

Keep track of all your sales and customers from Gumroad, Shopify, LemonSqueezy and Stripe in one simple database.