Top Sales Rollup Templates for BD Managers

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.

이 템플릿으로 모든 영업 문서와 프로젝트 관련 자료를 한 곳에 정리하고, 회사의 모든 구성원들이 중요한 정보를 바로 찾아볼 수 있게 하세요.

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.

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.

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.

계약, 연락처, 상태를 실시간으로 모니터링할 수 있는 Notion의 영업 CRM 자동화 템플릿으로 영업 프로세스를 간소화하세요. 날짜 입력과 팀 알림 등 영업 워크플로를 자동화해 기회를 놓치지 않고 관리할 수 있어요. 이 템플릿을 활용하면 일일이 입력할 필요 없이 영업 프로세스의 모든 부분을 파악할 수 있습니다.

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.

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".

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.

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.