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Sales Tracking Spreadsheet

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(2 customer reviews)

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(2 customer reviews)
(2 customer reviews)

Organize sales process and sales team with Sales Tracking Spreadsheet. Set up Pipeline, define Targets, and then manage your Opportunities.
In today’s competitive sales environment, it’s required to plan more accurately and ensure performance is consistently on track.

Sales Tracking Spreadsheet is a comprehensive tool to save managers time.

To increase your performance, just:

  1.  Set Sales Targets
  2. Set your pipeline stages
  3. Add opportunity/deal.
  4. Track your Performance in the Dashboard

$ 49,00


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Friendly Refund Policy!

It’s ok to change your mind. You can cancel your purchase within 14 days and receive a refund provided that you have not started downloading your product.


Sales Tracking Spreadsheet

sales funne pipeline

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

scale up sales

2 reviews for Sales Tracking Spreadsheet

  1. MattNoName

    thank you for this sheet as well as gantt and CRM

  2. FoodEmp

    great spreadsheet!

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  • *Editable: Modifiable/Professional/Business: Sheets are protected due to unexpected formula modification. You can unprotect sheets. No password is required
  • *VBA code: Templates using the VBA code are marked with the appropriate information in the description
  • *Support: We help in the implementation of the file and in small modifications of the template
  • *Users: If you intend to have more than 5 users or copies of the template, then you must choose the Business license.
  • *Apps: VBA supported templates are available only on MS Excel.
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