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 tracking spreadsheet or template 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.
Sales Tracking Spreadsheets
Here are the best spreadsheets, templates, and tools to help you track your sales activity, monitor the effectiveness of your team, and make data-driven decisions for your business.
This isn't actually a spreadsheet or a template, but you can get free interactive dashboards for sales activity 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.
With handy columns that correspond to tasks and action items, 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.
Here's another template that offers a simplified way to track your sales goals, tailored toward a product-based business. Using a budgetary approach, the spreadsheet forecasts sales based on price per unit and will track which items make up what percentage of total sales.
For organizations with separate marketing and sales teams, it's critical to get everyone on the same page. Wouldn't it be great if marketers were generating all the right leads, your sales reps had high closing rates, and they both agreed on what a good lead was? This 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.
Keep track of revenue from sales with this sales tracking spreadsheet. Once you enter the number of products that were sold, you'll be able to view a breakdown revenue by each product in an attractive and easy-to-read graph view.
If you're a key stake holder 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 funnel. This tracking spreadsheet breaks down the number of deals in each stage so that you can visualize the current progress.
This forecasting template uses the stage that the deal is in to calculate the probability of a successful close. It uses that number to calculate future pipeline numbers. Bonus: This template comes with other helpful sales templates and checklists in a handy bundle.
Using a sales activity tracker can help you get the full picture of your sales teams' performance with regard to productivity, close rates, and projected revenue. Having your finger on the pulse of these numbers can help you plan better as well as know when and how to improve.
Editor's note: This post was originally published in June 2019 and has been updated for comprehensiveness.
Originally published Sep 10, 2020 2:00:00 PM, updated September 10 2020