14 Finest Free Gross sales Exercise Tracker Templates & Spreadsheets

Calendars, planners, to-do lists: these are just some of the instruments we use to remain on prime of our day-to-day actions.

However, how are you going to keep on prime of your gross sales actions? Fortunately, there are gross sales exercise trackers that may assist you out.

A gross sales exercise tracker helps salespeople handle issues like contacts, offers, quotas. If you happen to’re a gross sales chief, it is necessary to find out the key metrics your gross sales staff will likely be evaluated on. From there, you may reverse engineer your gross sales course of to set gross sales targets. Then, monitor efficiency utilizing gross sales exercise monitoring instruments.

Utilizing a monitoring spreadsheet or template makes it simple to have all the data that you must evaluation in a single place. Plus, they can be utilized to shortly establish traits and any corrections that have to be made. And so they can be utilized in one-on-ones and staff conferences to evaluation efficiency.

Excel Gross sales Monitoring Templates

Listed here are the very best spreadsheets, templates, and instruments that can assist you monitor your gross sales exercise, monitor the effectiveness of your staff, and make data-driven choices for your corporation.

1. Gross sales Lead Monitoring Spreadsheet

This template is tailor-made towards product-based companies. If your organization matches that invoice, it affords a simplified approach to monitor your gross sales targets. Utilizing your gross sales finances, the spreadsheet forecasts gross sales primarily based on worth per unit and can monitor which objects make up what share of whole gross sales.

2. Weekly Gross sales Monitoring Spreadsheet

With useful columns that correspond to duties and motion objects, this gross sales exercise report lets reps hold monitor of their actions every week — providing a reference level for them to see whether or not they’re conserving tempo with administration’s targets and expectations.

3. SLA Calculator Template

Alignment between advertising and gross sales groups is a problem, however it doesn’t must be. Would not it’s nice if entrepreneurs had been producing all the best leads, the gross sales staff closed all of them, and each groups agreed on what a professional lead was?

This template calculates and tracks targets primarily based on advertising leads, screens the efficiency of various lead targets, and will increase transparency between the 2 groups to encourage higher alignment.

4. Gross sales Tracker Spreadsheet

Maintain monitor of income generated from offers closed with this gross sales monitoring spreadsheet. Utilizing the variety of merchandise offered, this spreadsheet produces a income breakdown by-product in an easy-to-read graph view. At a look, gross sales managers can shortly assess the staff’s progress towards income targets, and reps can pinpoint massive wins and areas for enchancment.

5. Leads Gross sales Monitoring Spreadsheet

In case your gross sales group does not use a CRM , it may be a problem to maintain monitor of your leads. Coming into this information doesn’t must take a very long time in case you have an in depth lead tracker.

One of many key advantages of this lead tracker is that you could hold the historic information you’ll be including to it when your corporation is prepared for a CRM. Merely export it as a CSV and import it straight into the brand new platform.

6. Gross sales Funnel Spreadsheet

If you happen to’re a key stakeholder in your group, it helps to have a macro view of your gross sales staff’s actions, particularly with regard to what’s presently transferring by way of the funnel. This monitoring spreadsheet breaks down the variety of offers in every stage to be able to visualize the progress and alternatives throughout the gross sales staff.

7. Gross sales Pipeline Spreadsheet

This spreadsheet can work in tandem with the gross sales trackers listed right here. By monitoring the gross sales pipeline, you’ll have a birds-eye-view of the well being, income, and bottlenecks which are affecting the shut price of your gross sales staff.

8. Gross sales Forecasting Spreadsheet

Set clear targets and monitor your progress towards them with a gross sales forecasting template like this one. Not like some templates that monitor by quarter, this spreadsheet retains monitor of your targets over the course of the entire yr.

9. Gross sales Report Spreadsheet

Each gross sales leaders and reps can get so much out of this template. It offers stakeholders a structured approach to perceive which shoppers had been closed and the income generated by the deal. The distinctive a part of this template is your skill to check the projected income to precise income so that you and your staff can higher forecast your gross sales.

10. Gross sales Information Tracker

A gross sales information tracker is an easy, but efficient approach to visualize your gross sales information. With a gross sales name planner you may assist your staff monitor and handle your outreach actions and their performances. Use this gross sales name planner digitally. You possibly can additionally reserve it to your pill and use it whiteboard-style by filling within the info with a stylus earlier than every name.

11. Gross sales Exercise and Buyer Tracker

HubSpot created an in depth gross sales lead follow-up tracker or CRM (buyer relationship administration) tracker to assist your organization hold monitor of how they work together with clients who purchase the services or products. You’ll have a spot for assembly notes, names and titles, in addition to proposed options you’ll wish to carry up in your subsequent name.

12. Buyer Retention Tracker

You want this template in case you have a number of consumer relationships to handle without delay. This template additionally helps construct enhancements and alternatives for buyer retention. You’ll be able to simply add this spreadsheet as a tab in a bigger workbook that tracks accounts from result in shut.

Gross sales Monitoring Templates

1. HubSpot Gross sales Dashboard

This is not truly a spreadsheet or a template, however you will get free interactive dashboards for gross sales exercise utilizing HubSpot CRM and Gross sales Hub. With this instrument, you may monitor your pipeline utilizing completely different metrics and handle the info for clear deal forecasting.

2. HubSpot Gross sales Forecasting Template

This forecasting template permits you to see the stage a deal is in to calculate the likelihood of a profitable shut. It might probably additionally use that determine to calculate future pipeline numbers so that you’re by no means left with an empty funnel. On prime of that, this template comes with different useful gross sales templates and checklists in a useful gross sales productiveness bundle.

Make Sensible Determination with a Gross sales Exercise Tracker

Utilizing a gross sales exercise tracker can provide the full image of your gross sales staff’s efficiency with regard to productiveness, shut charges, and projected income. Having your finger on the heart beat of those numbers means you’ll make extra knowledgeable choices extra shortly. Whether or not you are a gross sales rep, a gross sales supervisor, or increased up, you’ll discover the data that you must do your greatest work in a gross sales exercise tracker.

Editor’s be aware: This submit was initially printed in September 2020 and has been up to date for comprehensiveness.