Sales OS

Sales OS - Complete Sales Operating System

Stop juggling spreadsheets, CRMs, and task managers. Run your entire sales operation in Notion.

This system gives you what sales teams actually need: pipeline visibility, activity tracking, performance metrics, and account management—all connected and always up to date.

WHAT'S INCLUDED

7 Interconnected Databases:

• Deals - Track stage, value, close dates, and deal ownership with automated pipeline calculations

• Activities - Manage calls, emails, meetings, and demos with follow-up reminders

• Team - Monitor individual performance, quota attainment, and win rates

• Products - Track product performance, revenue by product, and win rates per offering

• Companies - Centralize account information, pipeline value, and relationship status

• Contacts - Organize leads with priority levels, lead sources, and follow-up scheduling

• Notes/Docs - Store meeting notes, proposals, and sales collateral linked to relevant deals

8 Purpose-Built Pages:

• Sales Dashboard - KPIs, open pipeline, and overdue activities at a glance

• Deals Pipeline - Gallery, table, and calendar views of your active opportunities

• Team Leaderboard - Performance rankings sorted by closed revenue

• Product Performance - Revenue analytics and win rates by product

• Activities Planner - Daily task management with overdue alerts

• Contacts 360 - Contact database with priority and follow-up tracking

• Accounts 360 - Account health monitoring and ownership management

• Library - Centralized sales assets and documentation

Automated Performance Metrics:

• Quota attainment percentage per rep

• Win rate calculations (team and individual)

• Pipeline value tracking (open, closed, weighted)

• Product revenue totals

• Days since last contact/activity

Smart Workflow Features:

• Deal stages: Lead → Qualified → Demo → Proposal → Negotiation → Closed

• Activity types for different sales motions (calls, demos, proposals, QBRs)

• Priority tagging for hot/warm/cold leads

• Synced navigation across all pages for consistent access

• Gallery + table dual views for visual and detailed analysis

WHO THIS IS FOR

Sales teams (1-50 people) tired of:

• Paying $30-100/month per seat for CRM software

• Switching between multiple tools for pipeline, tasks, and contacts

• Building Notion systems from scratch that break after two weeks

• Templates that look good but don't match real sales workflows

If you need to track deals, manage activities, monitor team performance, and actually close revenue—this system handles it.

WHAT YOU GET

→ Complete template with all 7 databases configured and connected

→ Pre-built formulas for quota tracking, win rates, and pipeline calculations

→ Multiple filtered views for each database (open deals, overdue tasks, hot leads)

→ Clean navigation system that works across all pages

→ Sample data showing how everything connects (easily removable)

→ Setup instructions for duplication and customization

No external integrations required. No monthly subscriptions. Pure Notion.

WHAT YOU DON'T GET

This is a structural foundation, not a magic button. You'll need to:

• Customize select properties to match your sales stages and terminology

• Input your team members and set their quotas

• Remove sample data and add your actual pipeline

• Adapt the workflow to your specific sales process

This is a professional tool for people who want to run sales operations in Notion, not a plug-and-play solution that requires zero configuration.

TECHNICAL DETAILS

• Built with native Notion databases (no external tools)

• Uses relations, rollups, and formulas for automated calculations

• Compatible with Notion's free plan (no paid features required)

• Works on web, desktop, and mobile apps

• Duplicates to your workspace with all structure intact

Built by someone who understands that sales teams need systems that actually work, not templates that just look pretty.

This is a native Notion template. No external integrations or paid Notion features required. Works on Notion's free plan.