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Free
Revenue Tools & Templates

The only sales & revenue spreadsheets & templates that you'll ever need.
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Oh and they're all totally free, forever.

We know how difficult it can be to build from scratch, and creating a revenue model can be a real pain to build in Google Sheets, and it's not just the gathering of the right data (which can be a mission in itself) but building out the right excel formulas to create revenue models that work.

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We've build out a handy library of sales planning templates and revenue spreadsheets to help you build with none of the stress of getting started, all you have to do is make your own copy in Google Sheets or download it free to Microsoft Excel. Whether you're in RevOps or Finance, or you're a CRO or CFO, these are likely to cover some of your key topics, especially during planning season.

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These aren't just any old revenue modelling spreadsheets however, these are probably the best sales & financial planning templates you'll find online, and they're all totally free for you to download.

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So if you need a sales capacity plan template, sale commission spreadsheet or revenue forecast, just dive into one of our templates and get started.

sales capacity planning template

Sales Capacity Plan Template 

A bottom up model of sales capacity, including looking at MQL, SQL and company targets. Understand what revenue targets are achievable with this template.

sales quota calculator template

Sales Quota
Calculator 

Create a sales quota that is representative of their sales capacity, and not just a simple ratio of their cost. It's an approach to building effective and achievable quotas like you've never seen before.

Sales Commission Plan Template

A headache to build & figure out, with so many different ways to dice it. Avoid the agro and build easily understandable commission plans, without the pain.

sales commission plan template
scenario analysis spreadsheet template

Scenario Analysis & Testing Template

What if? A difficult question to answer, but one made a little bit easier by our helpful business scenario testing & analysis template.

Quarterly Business Review Worksheet

Archaic but sometimes essential, QBR's can often be overcomplicated or lack the needed commitment to drive change. Use our simple template and start driving business change. 

QBR spreadsheet template
QBR spreadsheet template
sales pipeline forecast template

Sales Forecasting
Template

You don't need robots, AI or other long winded technology to get to your forecast, you simply need predictable process. If you have that this is the only forecast sheet you'll ever need.

Quarterly Sales Performance Review Template

An important part of managing, but one that can really build people up and drive growth & attainment. Performance reviews need structure & clarity and we've got just the template for you.

sales performance review template
outbound sales prospecting calculator

Prospecting Activity Calculator

Ever struggled to keep up with a cadence because you've added to many people or activities? Avoid such situations with our calculator, and work out what needs to be done to get to target.

  • How does Clevenue calculate sales capacity?
    You can build roles that carry responsibilities and targets across handling inbound leads, generating outbound opportunities, handling opportunities and managing other team members. Our capacity take all of this data alongside other team and marketing data points to understand the individual capacities across team members at any point in time.
  • Who can use Clevenue for Sales Capacity modelling?
    Clevenue is simple enough for anyone attached to revenue, finance or decision making to use, in order to build plans or to understand the impact of certain decisions or strategies to the current plan. Whether you're a CRO, CEO or CFO, or you're running RevOps or Finance teams, Clevenue makes the process of planning quick, easy, collaborative and continuous.
  • What are Clevenue's People Models?
    We model ramping differently to other more basic software platforms, factoring time in business, experience in other roles and responsibilities across roles to give a real life output of bringing new hires into the business, losing people due to attrition or moving people into new teams and roles. Understand what happens if you run people over capacity, stretch your teams or under supply your account executives. What you've already seen happen before your eyes can now be modelled inside Clevenue.
  • What if I already have a plan?
    Getting started with Clevenue doesn't mean starting from scratch - the best place to start is from an existing revenue plan. Simply load in the data from your existing plan, add in your current teams and start planning out hiring & marketing spends. From here you can understand & fix any holes or flaws in your plan, and extend it into the future.

Looking for helpful guides?

Our revenue blog is not only packed with sales planning guides, tips & best practice, but it also covers other planning topics covering finance, revenue, sales and business operations. You'll find guides on how to get the most out of our planning templates, as well as things to avoid if you want to know how to build your own saas models, the revenue blog is the place to start. 

Visit the Clevenue Blog
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