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.

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