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?
After you decide to get the template, you’ll have the option to download the sales tracking template in either Google Spreadsheet or Microsoft Excel format.
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.
Do you have any other tips and best practices for sales reporting?
Too often, sales managers and revenue pros take high-level reporting metrics and infer the insights. The beauty of this template is that it relies on specific intelligence, such as who is doing what on a weekly basis, where the actual gaps in pipeline are, and which reps need to step up so the team hits its number.
How will the sales report template help me improve my sales forecasting?
Check out this stat from one of our recent reports: 29% of leaders think their forecasting generates accurate results. Not good enough—not by a longshot! This sales report template includes an entire tab dedicated to Pipeline, including Rep Leaderboard, Weekly Total Pipeline Coverage, and Needed Pipeline Calculator, to help you take opinions out of your forecast. For more tips, check out How To Unlock Predictable Growth With Reality-Based Forecasting.