5 Best Sales Tracking Spreadsheet Templates, Examples and Tips

You can’t easily judge how your business is doing if you aren’t regularly monitoring your sales. You need to keep an eye on what is going out as far as inventory is concerned, but you also need to track sales activities since these directly affect your bottom line.

Getting good sales data is the first step to any company reaching its sales goals, and it starts with accurate tracking. It can seem overwhelming at first, but free tools are available to help you with this process.

For instance, Podium offers a range of different sales tracking templates to help you get a better picture of your business’s sales performance. The platform also offers features like Webchat, which can help you generate more inbound leads and help boost conversion rates. The platform also helps reps by collecting all customer information in a centralized location.

What is Sales Activity Tracking?

Sales activity tracking is the process by which your sales progress is recorded and analyzed. By tracking sales activities, you and your sales team can identify strengths, weaknesses, and bottlenecks that could cause problems in the sales pipeline.

This tracking can also streamline your sales workflow and remove inefficiencies, which can improve your bottom line in the long run. It can also aid your sales team in understanding who they can contact when they need guidance and support.

Benefits of Sales Tracking

There are many tools available to help with tracking = your sales. These tools can help you understand all the different parts of your sales pipeline. The ability to see and analyze each stage of the sale will help you know where you are having trouble. This visibility will help you make better decisions during the sales process and work to get it streamlined.

Other benefits of tracking your sales include:

Performance Evaluation and Accountability

When you set up a process to track sales, you put your business on the path to growth. When you have numbers that are hard to argue with, you can set more defined sales plans into motion.

Also, tracking sales activities makes it easier for you to identify team members who significantly affect your sales numbers. You can have strong performers share their techniques and strategies with their teammates to improve the team’s overall performance. You can also require more training for reps and sales managers who aren’t hitting their quotas.

Data-driven Decision-Making

By using sales tracking templates, you’ll find it easier to make major decisions about your business. When you have quality tools set in place to track the sales process, you can rest assured you have clean data for more accurate insights and sales forecasting workflows. Instead of basing your business decisions based on instinct and other factors, you can make data-driven business decisions.

Identifying Growth Opportunities

Tracking your sales numbers will also allow you to see where you can grow. These templates will organize the data you collect from your business and make it easier to evaluate where you can improve. The data can provide a powerful lead into where opportunities for growth lie and where problems need to be addressed.

Improved Customer Relationships

When you start tracking and watching your sales numbers, you start to develop a more personal interest in your customers. This vested interest grows as the details in your CRM grow. With each note you make about a customer interaction, you become more vested in making sure it is a successful interaction. As a result, customer satisfaction is improved overall.

5 Free Sales Tracking Spreadsheet Templates

Sales tracking doesn’t have to be an overly complicated process. You can create a sales tracking spreadsheet on your computer using Microsoft Excel. However, the process still has a considerable learning curve, especially for those who aren’t proficient at using Excel. Fortunately, there are many free sales tracking templates you can utilize online. To help save you time, we have gathered some of these free templates here to get you started.

1. Sales Pipeline Tracking Template

The sales pipeline tracker provides a macro view of the business and your sales team’s performance. An alternative to traditional CRM software, this is designed to work for small businesses. You can keep track of your contacts and your sales estimates with this template.

It is also useful in providing quarterly forecasts and provides sufficient space for recording deals, projected closings, and other actions. This sheet breaks down each stage of the sales funnel, allowing you to visualize progress and opportunities for your sales team. Download the sheet at the link above and give it a try today!

2. Sales Performance Dashboard Template

You can also opt for sales performance dashboards like those found at the link above. These interactive dashboards help track sales pipelines with unique metrics to provide you with the best possible data for forecasting the success of your business. This template can offer detailed reporting at each stage of the deal and monitor how your sales prospects move through the pipeline. Download this sheet from the link above and get started tracking your performance.

3. Lead Tracking Spreadsheet Template

Keeping track of sales leads will help your business function more efficiently. You don’t want to chase down leads you have already followed up on, and likewise, you don’t want to lose track of hot leads.

This Excel template has columns so you can easily input and organize details about each sales lead, such as dates, which sales reps they worked with, and contact information. With this template, it will be easier to monitor your efforts in marketing and identify where you need to refine them. Click the link above to download the template and get a closer look at your lead quality.

4. Sales Activity Log Template

This Excel template is designed to help you track customer interactions and who buys services or products. You have enough space to put meeting notes, titles, and names, as well as proposed solutions you want to mention at the next interaction.

This template also clearly displays sales pipelines and helps with managing relationships. It helps your sales team to keep prospects tracked and ranks them based on priority. This is one of the sales tracker templates that is easy to use with real-time integrations. Download the template from the link above and get started tracking your sales activities.

5. Customer Relationship Management (CRM) Template

These templates provide seamless integrations as well as spaces for all customer details. From what they have spent on your products and services to their contact information, having a template to keep customer details organized is one of the first pieces of the small business puzzle of success.

Like having a CRM built for small businesses, getting all your details gathered, sorted, and stored in the same spot enables your agents to provide excellent customer service and build an excellent brand. Download your CRM template from the link above and get your customer details integrated.

Grow Your Sales with Podium

Podium has several tools that can help any small business owner on their path to growth. Aside from providing valuable resources for organizing and tracking sales activities, Podium has tools to help manage your voicemail and phone calls, as well as AI options to create better sales scripts.

Using something as simple as chatbots to make sure when visitors stop by your site, you can make sure you aren’t missing out on any leads and potential sales. Combine this with sales tracker templates, and your sales reps will be on the road to success.

You can also take advantage of Podium’s text marketing features, including 500 ready-to-use texting templates, to boost sales and customer engagement. Through the platform, you can send one text that drives thousands in revenue.

Podium also offers tools to help your business get more reviews and make more revenue through better project management. Reviews are an important part of any business and learning more about getting them can be an asset to your team’s performance.

Visit Podium today to see which tools suit your business needs the best.

Sales Tracking Template FAQs

Whether you are looking to get new sales or make more sales calls, tracking your processes through graphs and charts will help make them more efficient. We know that using sales tracking templates can leave you with some unanswered questions so we have gathered Q&As here to help you out.

Q: How do I create a sales tracker?

A: Creating a sales tracker can be time-consuming whether you’re using Google Sheets or an Excel spreadsheet. The first thing you need to do is decide what metrics you want to track, such as new sales or your sales call process. Then, from there, you want to define the sales process and get the pipeline defined. The next step is to get all the data into one location, so it is easier to analyze.

Once you’ve gathered all your data, you can sort through the numbers and create actionable insights. These are the insights you want to share with your sales team.

Q: What is the best way to track sales?

A: Simply put, the best way of tracking total sales and other sales metrics is whichever method you will use regularly and follow up with. By using your preferred sales tracking method regularly, you can easily determine how leads and customers move through the sales pipeline. You can also monitor sales activities to ensure your lead generation and conversion workflows are as productive as possible.

Q: How do you keep track of daily sales?

A: The short answer to this is tallying up sales at the end of the day. You can use spreadsheets or dedicated sales tracking software for this process. The good news is that various sales tracking templates let you track sales activities on a daily, weekly, or monthly basis.