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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 vital to find out the important thing metrics your gross sales workforce will likely be evaluated on. By utilizing gross sales exercise monitoring instruments, you possibly can extra precisely monitor your online business efficiency and obtain gross sales objectives with a clearer image.

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

Utilizing a monitoring software, spreadsheet, or template makes it straightforward to have all the knowledge you might want to overview in a single place. Plus, these assets can be utilized to rapidly determine tendencies and any corrections that should be made in one-on-ones and workforce conferences to overview efficiency.

Listed below are one of the best software program, templates, and instruments that can assist you monitor your gross sales exercise, monitor the effectiveness of your workforce, and make data-driven choices for your online business.

Gross sales Monitoring Software program

1. HubSpot Gross sales Monitoring Software program

In case you’re in search of greater than only a template to work with, the HubSpot Gross sales Hub presents gross sales monitoring software program to higher 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:

  • Offers 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 possibly can get rid of bottlenecks and shut sooner.
  • Makes automation of fundamental duties and workflows extra easy and simple — liberating up your gross sales workforce 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 workforce can use free interactive dashboards for gross sales exercise monitoring utilizing HubSpot CRM and Gross sales Hub. With this software, you possibly can monitor your pipeline utilizing totally 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 studies based mostly on gross sales efficiency.
  • Permits you to spend much less time constructing studies in spreadsheets and extra time precisely answering your online business’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 possibly can assist your workforce monitor and handle your outreach actions and their performances. Use this gross sales name planner digitally. You possibly can additionally put it aside to your pill and use it “whiteboard-style” by filling within the info with a stylus earlier than every name.

What We Like:

  • Gives handy snapshots of key gross sales goals and metrics that can assist you monitor your workforce’s efficiency with extra accuracy and precision.
  • Contains step-by-step directions to comply with as you fill out every part.
  • Enables you to construct an modern gross sales dashboard that can 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 maintain monitor 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 wish to convey 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 workforce’s win/loss ratio by calculating the progress of every alternative you enter.
  • Assists salespeople to higher arrange and maintain monitor 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 can assist you calculate the chance of a profitable shut. It will 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 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 higher predict closing charges.
  • Straightforward 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 in case you have a number of consumer relationships to handle without delay. It 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.

What We Like:

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

7. Gross sales Tracker Template

excel sales tracking template: sales tracker spreadsheet

Hold 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 rapidly assess the workforce’s progress towards income objectives — and reps can pinpoint massive wins and areas for enchancment.

What We Like:

  • Enables 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 expenses 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 workforce’s actions — particularly with regard to what’s presently transferring by means of the gross sales pipeline. This monitoring spreadsheet breaks down the variety of offers in every stage in an effort to visualize the progress and alternatives inside the gross sales workforce.

What We Like:

  • Simplistic but efficient tracker that can be utilized to judge gross sales technique higher.
  • Offers a chance proportion common of prospects reaching every step.
  • Contains visible bar graphs could be a straightforward indicator of which steps within the pipeline may very well be improved to higher support 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 presents a simplified solution to monitor your gross sales objectives. Utilizing your gross sales finances, the spreadsheet forecasts gross sales based mostly on value per unit and can monitor which gadgets make up what proportion of whole gross sales.

What We Like:

  • Obtainable for obtain as an Excel workbook, Google Sheets, or as PDF.
  • Enables you to simply retailer and arrange 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 gadgets, this gross sales exercise report lets reps maintain monitor of their actions every week — providing a reference level for them to see whether or not they’re preserving tempo with administration’s objectives and expectations.

What We Like:

  • Permits you to monitor weekly gross sales exercise in opposition to a customizable objective.
  • Permits your gross sales workforce 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 marketing and gross sales groups is a problem, nevertheless it doesn’t must be with the precise software. This SLA (gross sales stage settlement) template calculates and tracks objectives based mostly on advertising and marketing 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 workforce 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 frame.
  • Plug in your knowledge and let the conversion charge calculator do the onerous be just right for you.

Gross sales Monitoring Spreadsheets

12. Leads Gross sales Monitoring Spreadsheet

excel sales tracking template: leads sales tracking

Conserving monitor of your leads could be difficult in case your gross sales group would not use a CRM. Coming into this knowledge doesn’t take a very long time in case you have an in depth lead tracker.

This lead tracker helps you to maintain the historic knowledge you’ve got added when your online business is prepared for a CRM. Merely export it as a CSV and import it immediately into the brand new platform.

What We Like:

  • A superb starter template for smaller companies that do not want the complete performance of a proper CRM.
  • Permits you to maintain monitor of communications with every buyer and plan future contacts and follow-ups as they progress from prospect to buyer.
  • You may as well point out lead sources to determine how prospects discovered your online business.

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 workforce’s shut charge.

What We Like:

  • Finest designed for small companies or entrepreneurs.
  • Straightforward to edit gross sales administration software 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 objectives 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 for the entire yr.

What We Like:

  • Observe the progress of your gross sales objectives month-to-month and yearly.
  • Salespeople can monitor 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 so much out of this gross sales report template. It provides stakeholders a structured solution to perceive which purchasers had been closed and the income generated by the deal. The distinctive a part of this template is your skill to match the projected income to precise income so that you and your workforce 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 arrange 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 workforce’s productiveness, shut charges, projected income, and broader efficiency. Having your finger on the heartbeat 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 you might want to do your finest work in a gross sales exercise tracker.

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

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15 Finest Free Gross sales Exercise Tracker Templates & Spreadsheets