15 Best Free Sales Activity Tracker Templates & Spreadsheets

Calendars, planners, to-do lists: these are just a few of the tools we use to stay on top of our day-to-day activities, but how can you stay on top of your sales activities? With sales activity trackers.

If you're a sales leader, it's important to determine the key metrics your sales team will be evaluated on. By using sales activity tracking tools, you can more accurately monitor your business performance and achieve sales goals with a clearer picture.

In this post, we'll define what a sales activity tracker is, and give you some of our favorite tools to help your sales team streamline its process. And if you're in a pinch, jump straight to the information you need with these links:

• What is a sales activity tracker?
• Sales Tracking Tools
• Sales Tracking Software
• Sales Tracking Templates
• Sales Tracking Spreadsheets

Using a tracking tool, spreadsheet, or template makes it easy to have all the information you need to review in one place. Plus, these resources can be used to quickly identify trends and any corrections that need to be made in one-on-ones and team meetings to review performance.

Here are the best software, templates, and tools to help you track your sales activity, monitor the effectiveness of your team, and make data-driven decisions for your business.

Sales Tracking Software

1. HubSpot Sales Tracking Software

If you're looking for more than just a template to work with, the HubSpot Sales Hub offers sales tracking software to better automate and streamline your sales process as prospects move through your pipeline.

Get started with free sales tracking software

What We Like:

• Gives you a better understanding of how much of your pipeline is caught up in each stage of your sales cycle at any time, so you can eliminate bottlenecks and close faster.

• Makes automation of basic tasks and workflows more simple and straightforward — freeing up your sales team to build relationships and close deals.

• Allows you to automatically connect your email inbox, so documents and communication sent to prospects are automatically logged in the HubSpot CRM.

2. HubSpot Sales Dashboard

In addition to Sales Hub software, your sales team can use free interactive dashboards for sales activity tracking using HubSpot CRM and Sales Hub. With this tool, you can track your pipeline using different metrics and manage the data for transparent deal forecasting.

What We Like:

• Offers deal forecast reporting to show you the amount of forecasted revenue by deal stage.
• Helps you to monitor how prospects move through the pipeline with multiple reports based on sales performance.
• Allows you to spend less time building reports in spreadsheets and more time accurately answering your business’s strategic questions.

Sales Tracking Templates

3. Sales Data Tracker

A sales data tracker is a simple yet effective way to visualize your sales data. With a sales call planner, you can help your team track and manage your outreach activities and their performances. Use this sales call planner digitally. You could also save it to your tablet and use it "whiteboard-style" by filling in the information with a stylus before each call.

What We Like:

• Offers convenient snapshots of key sales objectives and metrics to help you track your team's performance with more accuracy and precision.
• Includes step by step instructions to follow as you fill out each section.
• Lets you build an innovative sales dashboard that will equip you to hit new sales record.

4. Sales Activity and Customer Tracker Template

HubSpot created a detailed sales lead follow-up tracker (or CRM tracker) to help your company keep track of how it interacts with customers who buy the products or services. You’ll have a place for meeting notes, names and titles, and s proposed solutions you’ll want to bring up on your next call.

What We Like:

• Displays your sales pipeline and the value of your open opportunities for better relationship management.
• Helps you to better calculate your team's win/loss ratio by calculating the progress of each opportunity you input.
• Assists salespeople to better organize and keep track and rank prospects based on priority.

5. Sales Forecasting Template

This forecasting template allows you to see the stage a deal is in to help you calculate the probability of a successful close. It can also use that figure to calculate future pipeline numbers, so you’re never left with an empty funnel. On top of that, this resource comes with other helpful sales templates and checklists in a handy sales productivity bundle.

What We Like:

• Divides sales progress by quarterly increments to better predict closing rates.
• Easy to input and interpret data in a simplistic sheet.
• Extremely useful tool for busy entrepreneurs or small sales teams.

6. Customer Churn Analysis Template

You need this template if you have several client relationships to manage at once. It also helps build improvements and opportunities for customer retention. You can easily add this spreadsheet as a tab in a larger workbook that tracks accounts from lead to close.

What We Like:

• Helps sales teams to build a start-to-finish churn strategy to identify improvement opportunities and strengthen customer retention.
• Can measure churn and retention on a monthly, quarterly and yearly basis.
• Offer actionable steps to understand why customers churn or stay with your business.

7. Sales Tracker Template

Keep track of revenue generated from deals closed with this sales tracking spreadsheet. Using the number of products sold, this spreadsheet produces a revenue breakdown by-product in an easy-to-read graph view. At a glance, sales managers can quickly assess the team’s progress toward revenue goals — and reps can pinpoint big wins and areas for improvement.

What We Like:

• Lets you weigh the success of individual products in your product catalog against one another.
• Allows users to create a yearly sales plan and compare data over time and across products.
• Tracks costs, including shipping charges and returns.

8. Sales Pipeline Template

If you're a key stakeholder in your organization, it helps to have a macro view of your sales team's activities — especially with regard to what's currently moving through the sales pipeline. This tracking spreadsheet breaks down the number of deals in each stage so that you can visualize the progress and opportunities within the sales team.

What We Like:

• Simplistic yet effective tracker that can be used to evaluate sales strategy better.
• Provides a probability percentage average of prospects reaching each step.
• Includes visual bar graphs can be an easy indicator of which steps in the pipeline could be improved to better aid salespeople to win.

9. Sales Lead Tracking Template

This template is tailored toward product-based businesses. If your company fits that bill, it offers a simplified way to track your sales goals. Using your sales budget, the spreadsheet forecasts sales based on price per unit and will track which items make up what percentage of total sales.

What We Like:

• Available for download as an Excel workbook, Google Sheets, or as PDF.
• Lets you easily store and organize all of your prospects by sales stage and follow-up date.
• Dashboards and Reporting features are also available in the workbook.

10. Weekly Sales Tracking Template

With handy columns that correspond to tasks and action items, this sales activity report lets reps keep track of their activities each week — offering a reference point for them to see whether they're keeping pace with management's goals and expectations.

What We Like:

• Allows you to track weekly sales activity against a customizable goal.
• Allows your sales team to see the exact variance from goal in, letting leaders see what strategies are working or need improvement.
• Day-by-day breakdown of metrics for precise performance tracking.

11. SLA Calculator Template

Alignment between marketing and sales teams is a challenge, but it doesn’t have to be with the right tool. This SLA (sales level agreement) template calculates and tracks goals based on marketing leads, monitors the performance of different lead targets, and increases transparency between the two teams to encourage better alignment.

What We Like:

• Cross-functional team reporting template allows for better insight on collaborative efforts.
• Built-in line graphs provide an easy to interpret progression of sales conversions over a period of time.
• Plug in your data and let the conversion rate calculator do the hard work for you.

Sales Tracking Spreadsheets

12. Leads Sales Tracking Spreadsheet

Keeping track of your leads can be challenging if your sales organization doesn't use a CRM. Entering this data doesn’t take a long time if you have a detailed lead tracker.

This lead tracker lets you keep the historical data you've added when your business is ready for a CRM. Simply export it as a CSV and import it directly into the new platform.

What We Like:

• A good starter template for smaller businesses that don't need the full functionality of a formal CRM.
• Allows you to keep track of communications with each customer and plan future contacts and follow-ups as they progress from prospect to customer.
• You can also indicate lead sources to identify how prospects found your business.

13. Sales Pipeline Spreadsheet

This spreadsheet can work in tandem with the sales trackers listed here. By tracking the sales pipeline, you’ll have a birds-eye-view of the health, revenue, and bottlenecks affecting your sales team's close rate.

What We Like:

• Best designed for small businesses or entrepreneurs.
• Easy to edit sales management tool that tracks deal status.
• Provides quarterly sales forecasting functionality.

14. Sales Forecasting Spreadsheet

Set clear goals and track your progress toward them with a sales forecasting template like this one. Unlike some templates that track by quarter, this spreadsheet keeps track of your targets for the whole year.

What We Like:

• Track the progress of your sales goals monthly and annually.
• Salespeople can track the individual progress of each product or service they sell.
• Can easily compare and contrast the progress of previous years against current metrics.

15. Sales Report Spreadsheet

Both sales leaders and reps can get a lot out of this sales report template. It gives stakeholders a structured way to understand which clients were closed and the revenue generated by the deal. The unique part of this template is your ability to compare the projected revenue to actual revenue so you and your team can better forecast your sales.

What We Like:

• Tracks monthly, quarterly, and yearly sales activities.
• Has monthly forecasting functionality based on recorded sales history.
• Clear to input and organize customer data all in one place.

Make Smart Decisions with a Sales Activity Tracker

Using a sales activity tracker can give you the full picture of your sales team's productivity, close rates, projected revenue, and broader performance. Having your finger on the pulse of these numbers means you’ll make better-informed decisions more quickly. Whether you're a sales rep, a sales manager, or higher up, you’ll find the information you need to do your best work in a sales activity tracker.

Editor's note: This post was originally published in September 2020 and has been updated for comprehensiveness.