Sales Rollup templates

Keep your team informed on your sales progress with our sales rollup templates. Track sales numbers, set goals, and use the insights to improve your sales strategy.

35 Templates
A template preview for Sales Pipeline with Automations
A template preview for Sales Wiki
A template preview for Fundraising database
A template preview for Partnerships CRM
A template preview for AI Sales Outreach Email
A template preview for Pitch’s sales deal room
A template preview for Sales Tracker
A template preview for The Lead Manager
A template preview for Notion’s sales weekly digest
A template preview for One-Page Business Case (Sales)
A template preview for One-Page Weekly Pipeline Update (Sales)
A template preview for Invoice
A template preview for Objection Handling Tracker
A template preview for Star Pipeline Basic
A template preview for Sales Leads Pipeline
A template preview for Sales OS
A template preview for Small Business Finance Tracker
A template preview for Sales Pipeline
A template preview for Sales Pipeline
A template preview for Sales Dashboard
A template preview for Business Dashboard
A template preview for Sales CRM
A template preview for Commission Tracking
A template preview for The change management toolkit

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FAQs

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to share your favorite workflows with the community, or duplicate other workflows that you want to use.

How do I use a template?

Once you identify the template(s) you’d like to use, click the Start with this template or Get Template button. If you’re already signed into Notion, the template will automatically be added to your workspace in the Private section of your sidebar. If you’re logged out or don’t have a Notion account, you’ll be prompted to sign in or create an account first.

How do I make a Notion template?

You can make any Notion page a template by clicking Share in the top right, select the Publish tab, and click the Publish to web button. Make sure the Allow duplicate as template is toggled on. To share, use the public-facing URL or click the Copy web link button in the Publish tab.

How do I submit my template to the Notion Template Gallery?

To submit a template to the gallery, go to notion.so/templates and click the Submit a template button in the upper right corner or visit notion.so/submit-a-template. Fill out the form (including your public template link, template name, template descriptions, and template category) to share your template with the Notion community!

How can I customize the template?

Once you’ve added a template into your workspace, you have endless options for what you can change, edit, or update to fit your needs. Templates are just a starting point to help you create your ideal workspace.

Here are a few common updates and changes that you can make once duplicating a template:

  • Pages — Update the page cover photo, add/change an icon, and change the page title.

  • Text — Add formatting, like bold, italics, text color, and background color. Change heading levels, add bullet or numbered lists, and move sections around.

  • Blocks — Add blocks like callouts, toggle lists, or tables. Remove blocks that you don’t need to reduce clutter or make space for extra blocks.

  • Databases — Change property names, types, and icons, or add/remove properties that don’t fit your needs. Add new database views, like boards, lists, calendars, timelines, or galleries.

Still have more questions?
Learn more in our help center.

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