The Ultimate Sales Tracking Template (Excel)

This all-thrills, no-frills sales tracking spreadsheet template has everything you need to get concrete stats on your sales team’s performance. Pull your data into this excel spreadsheet template to see what’s working (and what isn’t) so you can hit your number.

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WHAT YOU’LL LEARN

NEXT-LEVEL SALES TRACKING

Use this sales tracker to get weekly insights into your team’s progress against must-track KPIs.

CATCH EARLY INDICATORS

Gaps in pipeline? Unworked accounts? Low activity? This sales tracking template will highlight problem areas before it’s too late.

CUT TO THE INSIGHTS

The template comes with built-in excel formulas so you can skip the spreadsheet footwork and see the reports

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HOW TO USE THE SALES
TRACKING TEMPLATE

  • DATA ENTRY:
    Let your reps enter weekly activity and pipeline data and the template does the work for you.
  • AUTOMATED TRACKING:
    Track key performance indicators: Activity metrics, pipeline tracker, and up-to-date leaderboards.
  • INCLUDES INSTRUCTIONS:
    Not sure how to use the sales tracking template? The excel sheet comes with instructions on how to use it.
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WHAT’S INCLUDED
IN THIS TEMPLATE

  • ACTIVITY TRACKER:
    Use this sales tracking template to keep track of rep activity like calls, emails, meetings booked, accounts worked.
  • PIPELINE TRACKING:
    Track pipeline week over week with detailed views of pipeline coverage, gaps, and needed pipeline to quota.
  • REP LEADERBOARD:
    Generate an automated report to track reps week over week and coach average performers to the top of their game.
GET THE TEMPLATE

FREE EXCEL: GET THE SALES TRACKING TEMPLATE

Download the sales tracker spreadsheet and get the insights your team needs.

FAQ

Who is the sales tracking excel template for?

This spreadsheet is designed specifically for B2B sales managers and revenue leaders.

What format is the spreadsheet available in?

The sales tracking template included a Google Spreadsheet and an Excel file.

Do I need to be an Excel spreadsheet master to use the sales tracker?

No, you don’t. The template only requires data entry: the reports will automatically pull from the right sections using built-in excel formulas.