Free Account Management Template

The Account Management Template helps you manage customer accounts and monitor their status. Track active, at-risk, and lost accounts along with key activity signals and potential deals. Use the dashboard to identify accounts that need attention, view recent activity, and plan your next contacts. This template includes built-in formulas and is fully compatible with Excel and Google Sheets. Ideal for sales managers and account managers who need clear visibility into their accounts. Download the template to organize your account data and stay on top of account health.

Google Sheets

Excel

Account management template dashboard showing total accounts, active and at risk accounts, pipeline value, and accounts to review.

Similar templates

Lead tracker template dashboard showing total leads, lead status breakdown, owners, and overdue follow-ups.

Free Lead Tracker Template

Balance Sheet Template comparing current and previous period assets, liabilities, equity, and key financial ratios

Balance Sheet Template

Billing Statement Template with customer info, invoice records, payments, and calculated balance.

Free Billing Statement Template

Screenshot of a professional commercial invoice template in Excel, featuring fields for invoice number, date, sender and recipient details, itemized product list, and totals

Commercial Invoice Template

Sales Forecast Template showing monthly revenue by category with charts for units sold, revenue, costs, and gross profit

Sales Forecast Template

Free checkbook register template with columns for date, payee, payment, deposit, balance, and reconciliation tracking.

Free Checkbook Register Template

Call Log Template Excel: call tracking sheet with date, time, rep, contact, company, call type, duration, status, notes.

Free Call Log Template for Excel and Google Sheets

Invoice template for Excel and Google Sheets

Invoice Template

Sales Rep Commission Template showing sales, base salary, commission percentage, and net salary for 10 reps.

Free Sales Rep Commission Template

Break-Even Analysis Template with simple input fields to calculate revenue, costs, break-even point, ROI, and profitability tips

Free Break-Even Analysis Template

Screenshot of an income and expense template, organized in a spreadsheet layout, showing sections for tracking monthly income sources and various expense categories for budgeting purposes

Business Income and Expense Template

Sales KPI Templates showing deals, sales, profit, discount rate, and rep performance with clear status and recommendations

Sales KPI Template

Supplier scorecard template showing supplier information, evaluation criteria, weighted scoring, performance status, and final rating.

Free Supplier Scorecard Template

Purchase Order Template with supplier and buyer information, item descriptions, unit prices, and calculated totals.

Free Purchase Order Template

Total loss inventory list template showing item details, loss date, cost, payout, and insurance info for claim documentation.

Total Loss Inventory List Template

Profit and Loss Statement Template in Excel with income, costs, operating expenses and calculated net profit.

Free Profit and Loss Statement Template

Invoice Tracker Template

Screenshot of a cash flow forecast template displaying projected income and expenses over time, organized in a spreadsheet format for financial planning

Twelve-Week Cash Flow Forecast Spreadsheet

Accounting general ledger template showing accounts, categories, debit and credit columns, and running balance.

Free Accounting General Ledger Template

Cash flow projection for Google Sheets and Excel

Cash Flow Forecast