How do you keep track of everything?

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? Luckily, there are sales activity trackers that can help you out.

A sales activity tracker helps salespeople manage things like contacts, deals, quotas, etc. If you're a sales leader, it's important to determine the key metrics your sales team will be evaluated on. From there, you can reverse engineer your sales process to set sales goals. Then, monitor performance using sales activity tracking tools.

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

Ready for some sales activity tracker templates? Let's dive in.

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Sales Tracking Spreadsheet

Use these sales tracking spreadsheets to manage your sales activities.

1. Weekly Sales Tracking Spreadsheet

This is a sales activity report that allows sales reps to keep track of their activities each week and compare their progress against goals that have been set.

weekly sales activity tracker from MicrosoftSource: Microsoft

2. Daily Sales Goal Tracking Spreadsheet

Want to track your sales goals on a daily basis? This sales activity tracker template will help you do that.

daily sales tracking templateSource: Template.net

3. Sales Goal Tracking Spreadsheet

Here's another template that offers a simplified way to track your sales goals.

sales goal tracking template

Source: Template.net

4. Sales Tracker Spreadsheet

Keep track of revenue from sales with this sales tracking spreadsheet. Enter the number of products that were sold and breakdown revenue by each product.

Sales Tracker Spreadsheet from Smartsheet

Source: Smartsheet

5. Leads Sales Tracking Spreadsheet

If your sales organization doesn't use a CRM, it can be a challenge to keep track of your leads. Luckily, this sales tracking template will help you manage your leads manually.

Leads Sales Tracking Spreadsheet from Smartsheet

Source: Smartsheet

6. Sales Funnel Spreadsheet

Manage your sales funnel with this sales tracking spreadsheet.

Sales Funnel Sales Tracking Spreadsheet from Smartsheet

Source: Smartsheet

7. Sales Pipeline Spreadsheet

To see which deals are coming down the pipeline, use this sales pipeline template.

Sales Pipeline Sales Tracking Spreadsheet from SmartsheetSource: Smartsheet

8. Sales Forecasting Spreadsheet

Set clear goals and targets with a sales forecasting template like this one.

Sales Forecasting Sales Activity Spreadsheet from Smartsheet

Source: Smartsheet

9. Sales Report Spreadsheet

Stay on top of your sales reporting with this sales report template.

Sales Report Sales Tracking Spreadsheet from Smartsheet

Source: Smartsheet

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Originally published Jun 7, 2019 8:30:00 AM, updated June 07 2019

Topics:

Sales Activity Tracking