Sales Tracking Spreadsheet

How to track my sales?

Almost every aspect of a salesperson’s job can be tracked, analyzed, quantified, and measured. To automate and help you with that, we’ve created sales tracking spreadsheet.

How will this product help you? Just follow these simple steps and the worksheet will do the rest for you.

1.  Identify your capabilities and then set Sales Targets
2. Set stages that each lead would fall into (Settings tab)
3. Add your first opportunity/deal.
4. Manage your deals using various metrics and flexible labels
5. Track your Performance in the Overview sheet & KPI sheet

Conversion (Open/Won/Lost) & Sales Tracking

There are implemented a few metrics to track to ensure you measure sales performance accurately:

1. Sales Target Progress
2. Win Rate
3. Sales Year over Year
4. Open/Won/Lost Deals
5. Sales Representative Targets
6. Average Deal Size
7. Average Sales by Month
8. Sales Activities
9. Measure Sales by Area
10. Check Sales by Product

What is the importance of Sales Targets?

When decisions are based on a guess, then your revenue will be a guess. You can’t base the company strategy just on instinct and expectations. Check your previous year and slightly increase your targets for the next year and keep it tracking. Proper use of this sales tracker + proper Sales Targets can help you gain a competitive advantage over your competition.

Set up sales pipeline & track performance indicators (KPI)

This allows you to get a visual idea of how a lead is conversing with you and any pain points that may be present in your sales cycle. It also helps you understand the effectiveness of your sales funnel.

Want to track Tasks and Projects instead of ‘just’ sales? Try our Excel CRM Pro!

Compatible with

Excel 2013, 2016, 2019, 365