Sales Tracking Spreadsheet

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

In today’s competitive sales environment, it’s required to plan more accurately and ensure performance is consistently on track.

=== 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

=== Conversion (Open/Won/Lost) & Sales Tracking ===

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

-> Sales Target Progress

-> Win Rate

-> Sales Year over Year

-> Open/Won/Lost Deals

-> Sales Representative Targets

-> Average Deal Size

-> Average Sales by Month

-> Sales Activities

-> Measure Sales by Area

-> 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.

=== Compatible with===

Excel 2013, 2016, 2019, 365