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.

Mit dieser Vorlage kannst du alle Vertriebsunterlagen und Projekte deines Unternehmens an einem Ort aufbewahren, sodass wichtige Informationen für alle im Team oder in der Organisation jederzeit leicht zu finden sind.

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.

Optimiere deinen Vertriebsprozess mit der Vertriebspipeline-Vorlage von Notion, die Datenbank-Automatisierungen für die Echtzeitverfolgung von Geschäften, Kontakten und Status enthält. Mit automatischem Datumsstempel und Team-Benachrichtigungen rationalisiert diese Vorlage deinen Workflow und stellt sicher, dass dir keine Verkaufschance entgeht. Nutze diese Vorlage, um einen 360-Grad-Überblick über deinen Vertriebsprozess zu erhalten und spare dir dabei die manuelle Arbeit.

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.