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Templates

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.

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 for weekly activity, pipeline, and forecasting. 
  • 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 numbers juggling and see the reports
How to use the sales tracking template
  • Data entry
    Share the spreadsheet with reps, have them enter weekly activity and pipeline data and the template does the work for you.
  • Automated tracking
    Track key performance indicators for your organization, including activity metrics, pipeline tracker, and up-to-date leaderboards.
  • Includes instructions
    Not sure how to use the sales tracking template? Both of these spreadsheets (the Excel and Google versions) come with instructions on how to use each report.
Get the template and within seconds you’ll learn
  • Activity leaderboard snapshot
    See which reps are doing the most when it comes to calls, emails, meetings, and accounts worked.
  • Meetings leaderboard
    For relationship building, deal activity, and simply staying top of mind, your reps need to book weekly meetings. Now you can see exactly who’s doing just that.
  • who’s picking up the phone
    It’s hard to sustain deal momentum without making phone calls. See weekly call activity broken down by week and by rep.
  • Account activity
    If you’re wondering why certain deals are stalling, stagnating, or falling off the map, accounts worked per week and % accounts worked reports.
  • Emailers of the week
    Make sure that reps are staying top of mind using email by verifying weekly email activity broken down by week and by rep.
  • Gaps in coverage
    Improve the accuracy of your sales forecast by uncovering the critical gaps in pipeline (FYI, pipeline coverage should be three times gap to quota).
  • Where the bookings at
    Bookings are such an important pipeline metric. For this report, type in rep quota and total weekly bookings to see how close each rep is to meeting their weekly goals.
  • Needed pipeline
    The Needed Pipeline Calculator will help you closely identify pipeline needs by showing you a breakdown based on Win-Rate, Expected Bookings, and Expected Gap, and Pipeline Need.
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 on a weekly basis.
  • 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 help them reach the top of their game.

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?

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.

FREE EXCEL: GET THE SALES TRACKING TEMPLATE

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

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