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15 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 will you keep on prime of your gross sales actions? With gross sales exercise trackers.

sales reps using sales activity tracker templates and spreadsheets

In case you’re a gross sales chief, it is essential to find out the important thing metrics your gross sales group will probably be evaluated on. Through the use of gross sales exercise monitoring instruments, you’ll be able to extra precisely monitor your enterprise efficiency and obtain gross sales targets with a clearer image.

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On this put up, we’ll outline what a gross sales exercise tracker is, and offer you a few of our favourite instruments to assist your gross sales group streamline its course of. And if you happen to’re in a pinch, bounce straight to the knowledge you want with these hyperlinks:

Utilizing a monitoring device, spreadsheet, or template makes it simple to have all the knowledge it is advisable overview in a single place. Plus, these sources can be utilized to rapidly establish traits and any corrections that should be made in one-on-ones and group conferences to overview efficiency.

Listed below are one of the best software program, templates, and instruments that will help you observe your gross sales exercise, monitor the effectiveness of your group, and make data-driven choices for your enterprise.

Gross sales Monitoring Software program

1. HubSpot Gross sales Monitoring Software program

In case you’re on the lookout for greater than only a template to work with, the HubSpot Gross sales Hub provides gross sales monitoring software program to raised automate and streamline your gross sales course of as prospects transfer by means of your pipeline.

sales tracking software: free hubspot sales tracking software

Get began with free gross sales monitoring software program

What We Like:

  • Provides you a greater understanding of how a lot of your pipeline is caught up in every stage of your gross sales cycle at any time, so you’ll be able to eradicate bottlenecks and shut quicker.
  • Makes automation of fundamental duties and workflows extra easy and easy — liberating up your gross sales group to construct relationships and shut offers.
  • Permits you to routinely join your e-mail inbox, so paperwork and communication despatched to prospects are routinely logged within the HubSpot CRM.

2. HubSpot Gross sales Dashboard

excel sales tracking template: hubspot sales dashboard

Along with Gross sales Hub software program, your gross sales group can use free interactive dashboards for gross sales exercise monitoring utilizing HubSpot CRM and Gross sales Hub. With this device, you’ll be able to observe your pipeline utilizing completely different metrics and handle the info for clear deal forecasting.

What We Like:

  • Gives deal forecast reporting to indicate you the quantity of forecasted income by deal stage.
  • Lets you monitor how prospects transfer by means of the pipeline with a number of experiences based mostly on gross sales efficiency.
  • Permits you to spend much less time constructing experiences in spreadsheets and extra time precisely answering your enterprise’s strategic questions.

Gross sales Monitoring Templates

3. Gross sales Information Tracker

excel sales tracking templates: sales data tracker

A gross sales knowledge tracker is a straightforward but efficient solution to visualize your gross sales knowledge. With a gross sales name planner, you’ll be able to assist your group observe 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 data with a stylus earlier than every name.

What We Like:

  • Gives handy snapshots of key gross sales aims and metrics that will help you observe your group’s efficiency with extra accuracy and precision.
  • Consists of step-by-step directions to comply with as you fill out every part.
  • Helps you to construct an revolutionary gross sales dashboard that may equip you to hit new gross sales file.

4. Gross sales Exercise and Buyer Tracker Template

sales tracking templates: sales activity and customer tracker template

HubSpot created an in depth gross sales lead follow-up tracker (or CRM tracker) to assist your organization preserve observe of the way it interacts with prospects who purchase the services or products. You’ll have a spot for assembly notes, names and titles, and s proposed options you’ll need to deliver up in your subsequent name.

What We Like:

  • Shows your gross sales pipeline and the worth of your open alternatives for higher relationship administration.
  • Lets you higher calculate your group’s win/loss ratio by calculating the progress of every alternative you enter.
  • Assists salespeople to raised set up and preserve observe and rank prospects based mostly on precedence.

5. Gross sales Forecasting Template

sales tracking templates: sales forecasting template

This forecasting template means that you can see the stage a deal is in that will help you calculate the chance of a profitable shut. It may possibly 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 useful resource comes with different useful gross sales templates and checklists in a useful gross sales productiveness bundle.

What We Like:

  • Divides gross sales progress by quarterly increments to raised predict closing charges.
  • Simple to enter and interpret knowledge in a simplistic sheet.
  • Extraordinarily useful gizmo for busy entrepreneurs or small gross sales groups.

6. Buyer Churn Evaluation Template

excel sales tracking template: customer retention tracker

You want this template when you have a number of consumer relationships to handle without delay. It additionally helps construct enhancements and alternatives for buyer retention. You possibly can simply add this spreadsheet as a tab in a bigger workbook that tracks accounts from result in shut.

What We Like:

  • Helps gross sales groups to construct a start-to-finish churn technique to establish enchancment alternatives and strengthen buyer retention.
  • Can measure churn and retention on a month-to-month, quarterly and yearly foundation.
  • Supply actionable steps to grasp why prospects churn or stick with your enterprise.

7. Gross sales Tracker Template

excel sales tracking template: sales tracker spreadsheet

Hold observe of income generated from offers closed with this gross sales monitoring spreadsheet. Utilizing the variety of merchandise bought, this spreadsheet produces a income breakdown by-product in an easy-to-read graph view. At a look, gross sales managers can rapidly assess the group’s progress towards income targets — and reps can pinpoint huge wins and areas for enchancment.

What We Like:

  • Helps you to weigh the success of particular person merchandise in your product catalog in opposition to each other.
  • Permits customers to create a yearly gross sales plan and evaluate knowledge over time and throughout merchandise.
  • Tracks prices, together with delivery fees and returns.

8. Gross sales Pipeline Template

excel sales tracking template: sales funnel tracking

In case you’re a key stakeholder in your group, it helps to have a macro view of your gross sales group’s actions — particularly with regard to what’s at present transferring by means of the gross sales pipeline. This monitoring spreadsheet breaks down the variety of offers in every stage so to visualize the progress and alternatives inside the gross sales group.

What We Like:

  • Simplistic but efficient tracker that can be utilized to judge gross sales technique higher.
  • Offers a chance share common of prospects reaching every step.
  • Consists of visible bar graphs will be a straightforward indicator of which steps within the pipeline could possibly be improved to raised assist salespeople to win.

9. Gross sales Lead Monitoring Template

excel sales tracking template: sales lead tracker

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

What We Like:

  • Accessible for obtain as an Excel workbook, Google Sheets, or as PDF.
  • Helps you to simply retailer and set up all your prospects by gross sales stage and follow-up date.
  • Dashboards and Reporting options are additionally obtainable within the workbook.

10. Weekly Gross sales Monitoring Template

excel sales tracking template: weekly sales tracking

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

What We Like:

  • Permits you to observe weekly gross sales exercise in opposition to a customizable objective.
  • Permits your gross sales group to see the precise variance from objective in, letting leaders see what methods are working or want enchancment.
  • Day-by-day breakdown of metrics for exact efficiency monitoring.

11. SLA Calculator Template

excel sales tracking template: marketing sales sla template

Alignment between advertising and gross sales groups is a problem, but it surely doesn’t must be with the correct device. This SLA (gross sales stage settlement) template calculates and tracks targets based mostly on advertising leads, screens the efficiency of various lead targets, and will increase transparency between the 2 groups to encourage higher alignment.

What We Like:

  • Cross-functional group reporting template permits for higher perception on collaborative efforts.
  • Constructed-in line graphs present a straightforward to interpret development of gross sales conversions over a time period.
  • Plug in your knowledge and let the conversion charge calculator do the arduous be just right for you.

Gross sales Monitoring Spreadsheets

12. Leads Gross sales Monitoring Spreadsheet

excel sales tracking template: leads sales tracking

Protecting observe of your leads will be difficult in case your gross sales group does not use a CRM. Coming into this knowledge doesn’t take a very long time when you have an in depth lead tracker.

This lead tracker permits you to preserve the historic knowledge you have added when your enterprise is prepared for a CRM. Merely export it as a CSV and import it instantly into the brand new platform.

What We Like:

  • starter template for smaller companies that do not want the total performance of a proper CRM.
  • Permits you to preserve observe of communications with every buyer and plan future contacts and follow-ups as they progress from prospect to buyer.
  • It’s also possible to point out lead sources to establish how prospects discovered your enterprise.

13. Gross sales Pipeline Spreadsheet

excel sales tracking template: sales pipeline sales tracking

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 affecting your gross sales group’s shut charge.

What We Like:

  • Finest designed for small companies or entrepreneurs.
  • Simple to edit gross sales administration device that tracks deal standing.
  • Offers quarterly gross sales forecasting performance.

14. Gross sales Forecasting Spreadsheet

excel sales tracking template: sales forecasting sales activity

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

What We Like:

  • Observe the progress of your gross sales targets month-to-month and yearly.
  • Salespeople can observe the person progress of every services or products they promote.
  • Can simply evaluate and distinction the progress of earlier years in opposition to present metrics.

15. Gross sales Report Spreadsheet

excel sales tracking template: sales report sales tracking

Each gross sales leaders and reps can get loads out of this gross sales report template. It provides stakeholders a structured solution to perceive which purchasers have been closed and the income generated by the deal. The distinctive a part of this template is your potential to match the projected income to precise income so that you and your group can higher forecast your gross sales.

What We Like:

  • Tracks month-to-month, quarterly, and yearly gross sales actions.
  • Has month-to-month forecasting performance based mostly on recorded gross sales historical past.
  • Clear to enter and set up buyer knowledge multi function place.

Make Good Choices with a Gross sales Exercise Tracker

Utilizing a gross sales exercise tracker can provide the full image of your gross sales group’s productiveness, shut charges, projected income, and broader efficiency. Having your finger on the heart beat of those numbers means you’ll make better-informed choices extra rapidly. Whether or not you are a gross sales rep, a gross sales supervisor, or increased up, you’ll discover the knowledge it is advisable do your greatest work in a gross sales exercise tracker.

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

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