SaaS sales org chart template

The reporting structure most SaaS revenue teams actually run: a CRO over sales, customer success and sales development, with an enterprise and a mid-market pod underneath. Open it, swap the names for your own, and export.

Open the live template 🔒 Processed 100% locally

Use it when

You are documenting a sales org for a board pack or an onboarding deck.
You are planning a reorg and want to see the shape before you commit to it.
You need an org chart today and do not want to fight a diagramming tool.

Columns in this template

EmployeeName, ManagerName and Title — the simplest useful org chart.

The data behind it

This is the whole template — it is an ordinary spreadsheet, and you can paste your own over the top of it.

EmployeeName,ManagerName,Title
Dana Whitfield,,Chief Revenue Officer
Marcus Bell,Dana Whitfield,VP Sales
Priya Raman,Dana Whitfield,VP Customer Success
Tom Okafor,Dana Whitfield,Director of Sales Development
Helen Cross,Marcus Bell,Enterprise Sales Manager
Raj Patel,Marcus Bell,Mid-Market Sales Manager
Sofia Alvarez,Helen Cross,Enterprise Account Executive
Liam Novak,Helen Cross,Enterprise Account Executive
Grace Chen,Raj Patel,Account Executive
Owen Fitzgerald,Raj Patel,Account Executive
Nadia Haddad,Priya Raman,Customer Success Manager
Peter Lindqvist,Priya Raman,Customer Success Manager
Amara Diallo,Tom Okafor,Sales Development Rep
Jonas Weber,Tom Okafor,Sales Development Rep

How to make it yours

Open the live template — it loads straight into your browser, already charted.
Choose “Use this template” to turn it into your own editable workspace.
Replace the sample people — edit in the grid view, or drop in your own spreadsheet (.xlsx or CSV) and keep the layout.
Export a PNG for free, or a watermark-free PNG, PDF, SVG or CSV on Pro.

Questions

How do I use this SaaS sales org chart template?

Click "Open the live template" — the chart loads straight into your browser. Choose "Use this template" to make it editable, then rename the sample people to your own team, drag boxes to change reporting lines, and export a PNG.

Can I add my own levels and teams?

Yes. Add a person from the sidebar and pick their manager, or drag any box onto a new manager to re-parent them. The layout re-flows automatically, so you never position anything by hand.

Is my org data uploaded anywhere?

No. The template and every edit you make stay in your browser — nothing is sent to a server. You can switch off your Wi-Fi and keep working, which makes it safe for real personnel data.