Salesforce Report Template Pack
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Salesforce Report Template Pack
10 sales dashboards for spreadsheets (built by ops pros)
138
Problem
Sales teams often struggle with data visibility and flexibility using traditional Salesforce report templates, leading to decreased efficiency and productivity in managing sales data. struggle with data visibility and flexibility
Solution
A collection of 10 pre-built sales dashboards for spreadsheets, specifically designed by operations professionals. These Salesforce Report Templates in Sheets are free and enable users to achieve data transparency and flexibility directly within a spreadsheet environment. Users can easily launch these templates in Sheets and power them with live Salesforce data in just a few clicks. achieve data transparency and flexibility directly within a spreadsheet environment
Customers
Sales teams, operations professionals, and business analysts who require effective sales data management and reporting solutions. Sales teams, operations professionals, and business analysts
User Comments
Easy to set up and use
Saves time with pre-built templates
Improves data visualization
Increases efficiency in data handling
Highly recommended for sales operations
Market Size
The global business analytics market size was valued at $76.5 billion in 2021 and is expected to grow.
Spreadsheet to Keep Track of Etsy Sales
Automated spreadsheet to track etsy sales and profits easily
8
Problem
Etsy sellers struggle to efficiently track sales, expenses, and growth metrics, leading to disorganization and potentially reduced profitability.
Solution
Google Sheets Bookkeeping Template is a tool that automates tracking of Etsy sales, expenses, and growth metrics, simplifying accounting tasks for Etsy sellers.
Customers
Etsy sellers, particularly small businesses and individuals, who want to streamline their accounting processes and improve their profitability.
Unique Features
Automated tracking of Etsy sales and profits in Google Sheets, simplified bookkeeping for expenses, and metrics visualization for growth analysis.
User Comments
Easy-to-use template for organizing Etsy sales data.
Helps in improving financial management for Etsy businesses.
Saves time and effort in tracking sales and expenses.
Useful tool for both new and experienced Etsy sellers.
Great resource for Etsy sellers looking to boost profitability.
Traction
The product has gained significant traction with an increasing number of downloads and positive user reviews on ProductHunt.
Market Size
The global market for e-commerce accounting software was valued at approximately $1.2 billion in 2020 and is expected to grow significantly due to the increasing number of small online businesses like Etsy sellers adopting such tools for financial management.
80/10/10 Budget Spreadsheet Template
Excel & Google Sheets
4
Problem
Users are trying to manage their finances manually or through simple templates, which may not provide an efficient breakdown of budget allocation. The drawbacks of this old situation include lacking a structured approach to distribute income efficiently, potentially leading to financial mismanagement.
Solution
An Excel & Google Sheets budget tool that allows users to allocate 80% of their income to living expenses, 10% for savings, and 10% for investments, ensuring a sustainable financial plan. Users can use this template to precisely plan and monitor their budget.
Customers
Individuals, especially young professionals and financially-conscious people who are seeking to improve their financial management habits, including specific roles like financial advisors and personal finance educators.
Unique Features
The 80/10/10 allocation model is simple yet comprehensive, allowing for straightforward implementation of financial discipline and long-term financial planning.
User Comments
Users find the template useful for maintaining financial discipline.
The 80/10/10 model is appreciated for its simplicity.
The template is praised for ease of use in Excel and Google Sheets.
Some users wish for integration with other financial tools.
Customizability of the template is a highlight for users.
Traction
The template has been featured on ProductHunt and is available for download for Excel and Google Sheets users, indicating a targeted user base interested in structured financial planning.
Market Size
The personal finance software market is projected to reach approximately $1.57 billion by 2027, indicating a growing demand for budgeting and financial planning tools.
70/20/10 Budget Spreadsheet Template
Master your money with the 70/20/10 budget rule template
6
Problem
Users struggle to manage their finances effectively and allocate their income to needs, savings, and wants according to the 70/20/10 rule.
Drawbacks: Lack of a structured budgeting tool leads to difficulty in tracking expenses, balancing financial priorities, and achieving financial goals.
Solution
Budget spreadsheet template for Excel & Google Sheets
Helps users effortlessly manage finances by allocating 70% to needs, 20% to savings, and 10% to wants.
Core features: Track expenses, achieve financial balance, and adhere to the 70/20/10 budget rule.
Customers
Individuals looking to efficiently manage their finances
Occupation: Finance professionals, budgeting enthusiasts, individuals seeking financial stability
Unique Features
Provides a structured budget template following the popular 70/20/10 rule
Offers simplicity in allocating income to different financial aspects
Helps users in tracking expenses effectively and achieving financial goals effortlessly
User Comments
Simple and effective budgeting tool
Great way to manage finances and track expenses
Easy to use and practical for financial planning
Helped me prioritize my spending and savings effectively
Highly recommend for anyone wanting to improve their financial management
Traction
The product has gained popularity on ProductHunt with positive reviews
It has generated significant user engagement and interest in budgeting tools
Market Size
$28.6 billion was the global personal finance software market size in 2020
The market is expected to grow further due to increased demand for efficient financial management tools
TailAdmin Dashboard
Open-source Tailwind CSS admin dashboard template
184
Problem
Developing an admin dashboard from scratch is time-consuming and requires extensive coding knowledge. The process can lead to inconsistent UI/UX designs and may not align with modern design trends.
Solution
TailAdmin is an open-source Tailwind CSS admin dashboard template that offers a comprehensive solution with hundreds of pre-built pages, multiple layout variants, and over 200 dashboard UI components. It simplifies the development process by using Alpine.js and React.js with Tailwind CSS.
Customers
Web developers, UI/UX designers, and project managers looking for a modern, easily customizable admin dashboard solution for web applications.
Alternatives
View all TailAdmin Dashboard alternatives →
Unique Features
Comprehensive pre-built page layouts, Over 200+ UI components tailored for admin dashboards, Combination of Alpine.js + Tailwind and React.js + Tailwind, Open-source availability
User Comments
Highly customizable
Saves development time
Modern and clean design
Easy to integrate
Good documentation and support
Traction
Since the product is open-source, precise user and revenue figures are not available, but its presence on ProductHunt and GitHub indicates a growing community of contributors and users.
Market Size
The global web development market, which includes admin dashboard templates, is expected to grow at a CAGR of 8.2% from 2020 to 2027.
65/25/10 Budget Spreadsheet Template
Excel & Google Sheets
5
Problem
Traditional budgeting methods often involve manual calculations and generic categories that users struggle to customize for their real-life financial scenarios.
Users face difficulty in managing and allocating funds effectively when using outdated budgeting techniques that do not provide clear guidance on spending and saving priorities.
manual calculations and generic categories
Solution
A budget spreadsheet template for Excel & Google Sheets
Users can allocate funds into specific categories such as essential expenses, savings, and investments to track financial stability and future preparedness.
allocate funds into specific categories such as essential expenses, savings, and investments
Customers
Individuals interested in personal finance management, particularly those between the ages of 25-45 who are actively seeking to improve their budgeting and saving habits.
Individuals
Unique Features
The simplicity and customization for users to easily allocate their income into the structured 65/25/10 budgeting method, seamlessly integrated with popular spreadsheet software like Excel and Google Sheets.
User Comments
Users appreciate the clarity the template brings to their financial planning.
It's praised for being easy to use and highly customizable.
Some users find it helpful in achieving their savings goals.
A few users noted that the method encourages proactive financial habits.
Some mention it as a good introductory tool for new budgeters.
Traction
Recently launched on Product Hunt.
Significant user interest observed, as indicated by current engagements on the platform.
Positioned as a tool compatible with both Excel and Google Sheets for a broad user base.
Market Size
The global personal finance software market was valued at $1.1 billion in 2020 and is expected to expand significantly driven by increasing demand for financial planning and management solutions.
70/20/10 Budget Spreadsheet Template
Excel & Google Sheets
4
Problem
Users manage their finances manually without structured guidance which results in poor financial planning.
structured guidance
Solution
Spreadsheet template
A budgeting tool that helps users allocate their finances according to a 70/20/10 rule using either Excel or Google Sheets
allocate their finances according to a 70/20/10 rule using either Excel or Google Sheets
Customers
Personal finance enthusiasts, budget-conscious individuals, and young professionals
25-45 years old
Tech-savvy and prefer using digital tools
Interested in personal finance optimization
Unique Features
Simple structure allowing clear financial categorization
Compatibility with both Excel and Google Sheets for flexibility
Automated calculations for easy financial tracking
User Comments
Easy to use and effective in organizing finances
Highly compatible with popular spreadsheet software
Offers a clear and simple way to manage money
The breakdown of percentages is very helpful for beginners
Some users wish for more customization options
Traction
Recently launched
Targeting budget-conscious users
Gaining attention on ProductHunt
Market Size
The personal finance software market is projected to reach a value of $1.57 billion by 2025
CRM Dashboard
Streamline Your Sales & Contacts in One Powerful Dashboard
3
Problem
Users manage customer interactions, sales pipelines, and leads using fragmented tools or manual processes, leading to inefficient tracking, data silos, and missed follow-ups.
Solution
A CRM dashboard tool that centralizes customer data, sales pipelines, lead tracking, and follow-ups. Users can manage all interactions in one interface, e.g., visualizing sales stages or automating reminders.
Customers
Sales managers, small business owners, and startup founders needing to streamline sales processes and consolidate customer data.
Alternatives
View all CRM Dashboard alternatives →
Unique Features
Combines sales pipeline visualization, lead prioritization, and automated follow-ups in a single dashboard with real-time analytics.
User Comments
Simplifies sales tracking
Reduces manual data entry
Improves team collaboration
Intuitive interface
Lacks advanced customization
Traction
Newly launched on Product Hunt (exact metrics unspecified); global CRM market context: competitors like HubSpot report $2.2B annual revenue.
Market Size
The global CRM software market was valued at $69.6 billion in 2023 (Statista, 2023).
Sales Funnel
Best Sales Funnel to Drive Sales to your product
6
Problem
Users currently face the challenge of setting up and automating a sales funnel system, particularly beginners who seek high conversions.
Drawbacks: Manual sales processes, lack of automation, complexity in setting up effective sales funnels, potential for low conversion rates.
Solution
A fully automated sales funnel system
Features: Simple setup, tailored for beginners, proven to drive high conversions, automation of sales processes for steady and scalable income.
Customers
Entrepreneurs and businesses seeking to streamline and automate their sales processes.
Demographics: Entrepreneurs, startups, small business owners.
Behaviors: Interested in maximizing profits, improving sales efficiency, and scalability.
Unique Features
Offers a fully automated sales funnel system at zero cost.
Tailored for beginners with simple setup process for high conversions.
Proven to increase profits through automated sales processes.
User Comments
Easy setup process, great for beginners.
Highly effective in boosting sales and profits.
User-friendly interface for seamless automation.
Impressed with the scalability and steady income.
Free cost is a significant advantage for small businesses.
Traction
Continuously growing user base with positive feedback on the effectiveness of the system.
Increasing number of users leveraging the automated sales funnel for steady income.
Market Size
Global sales funnel software market size is estimated to be worth $1.32 billion in 2021 and is expected to grow at a CAGR of around 10% from 2022 to 2028.
Increasing adoption of automated sales funnel systems by businesses contributes to the market's expansion.
Oliv Sales Master
Your AI Sales companion to hit sales targets before time
337
Problem
Sales professionals often struggle to analyze post-sales calls effectively, missing out on critical insights that could help close deals. Effectively analyzing post-sales calls and missing out on closing more deals are the drawbacks.
Solution
Oliv is an AI-powered sales assistant that provides sales professionals with critical insights post-sales calls using next-gen AI. By offering automatically updated scorecards via MEDDPICC and other sales frameworks, it helps in closing 3x more deals.
Customers
Sales professionals and individuals looking to hit their sales targets more efficiently and before time.
Unique Features
Automatically updated scorecards via MEDDPICC and other sales frameworks, and next-gen AI to analyze sales calls for critical insights.
User Comments
Saves time on post-call analysis.
Helps in hitting sales targets efficiently.
Enhances the ability to close deals.
The MEDDPICC framework is highly effective.
The free start option is very welcoming for new users.
Traction
The product traction is currently unavailable as specific details like number of users, revenue, or any financing information were not found on the provided sources or Product Hunt.
Market Size
The global AI in sales market was valued at $1.3 billion in 2021 and is expected to grow at a CAGR of 28.4% from 2021 to 2028.