Sales and marketing are close to the core of a business. With the efficient use of marketing, you can be informed and understand the clear indicators of your target market. By using these essential points, you can establish projections and marketing leads. To increase your customers, marketing is a fundamental tool for sales while marketing also needs sales to fund its operations and assist the further growth and advancement of your company.  In this article, we will discuss significant steps of creating a sales spreadsheet in Excel, plus we have a diverse selection of downloadable templates for you to use easily. Keep on reading!

FREE 8+ Excel Sales Samples

1. Sales Invoice – Excel Template

Details
File Format
  • MS Word
  • MS Excel
  • Pages
  • Numbers
  • Google Docs
  • Google Sheets

Download

2. Sales Sheet Template

Details
File Format
  • MS Word
  • MS Excel
  • Pages
  • Numbers
  • Google Docs
  • Google Sheets

Size: A4 & US

Download

3. Sales Receipt Template

Details
File Format
  • MS Word
  • MS Excel
  • Pages
  • Numbers
  • Google Docs
  • Google Sheets

Size: A4 & US

Download

4. Car Sale Receipt Template

Details
File Format
  • MS Word
  • MS Excel
  • Pages
  • Numbers
  • Google Docs
  • Google Sheets

Size: A4 & US

Download

5. Free Sales Excel Chart Template

Details
File Format
  • MS Word
  • MS Excel
  • Pages
  • Numbers

Download

6. Sample Sales Report Template

Details
File Format
  • MS Excel

Size: 5 KB

Download

7. Goods Sales Tracking Template

Details
File Format
  • MS Excel

Size: 9 KB

Download

8. Sales Action Plan Template

Details
File Format
  • MS Excel

Size: 38 KB

Download

9. Sample Sales Invoice Template

Details
File Format
  • MS Excel

Size: 3 KB

Download

 

What is Sales?

Sales can be managed in various ways. Several businesses choose direct selling by selling its products or services directly to clients through salespeople, online shops, or storefronts. Whatever the way a company decides to sell its product or service, the sales force adds on the product’s marketing to speed up brand awareness, brand recognition, and trust. If your marketing and promotional activities are executed properly, you will witness a development of sales conversion rate in your business.

How to Create a Sales Spreadsheet

Creating spreadsheets can be a boring and complicated task to work on. But it is a beneficial method to track and record your sales and analyze if your marketing strategy is effective or it lacks something. 

In this section, we recommend that you use our templates above while following the steps that you can do in creating your sales spreadsheet in Excel:

1. Determine your goals and objectives 

Have some knowledge and understanding on your goals and objectives when it comes in documenting your product sales and marketing. Do you want to increase your monthly or annual revenue? Do you need to increase unit sales and boost profit margins? Do you need to minimize customer acquisition costs? Considering these questions may help you clearly determine your sales goals and objectives.

2. Identify your target audience

Make an analysis of your present customer base and examine your competitors. Then, check the efficiency of your product or service that can be helpful for many people. Then, select specific demographics to aim for. Don’t forget to consider the psychographics of your target. After this, you can now evaluate your decision.

3. Collect significant data

You need to collect some significant data and information for your sales report. Indicate the names of sales representatives, location, customer basic details, location, region, order date, item, quantity, price, and total sale amount.

4. Input the data in a spreadsheet file

Use a spreadsheet like in Excel, or Google Sheets as you input all the necessary data inside.  Add formulas to calculate your daily, weekly, or monthly sales. Add the function for the date and other factors. Use the values in the formulas to compare the dates and filter the sales for the day or the week. Then, arrange them in the right order. 

FAQ

How do I create a sales spreadsheet in Excel?

Create a new Excel spreadsheet. Set up how you want to present your chart. Choose the format on how you like to showcase your data. Select your chart options and make your chart locations.

How do you forecast in Excel?

Place two data series that correlate to each other in a spreadsheet. Choose both data series. On the Data tab, in the Forecast group, click Forecast Sheet. In the Create Forecast Worksheet box, select either a line chart or a column chart for the visual representation of the forecast.

How do you keep track of sales?

Use these tools that can help track your company sales while enhancing work productivity: 

  • Use a CRM system.
  • Invest in documents software like HelloSign and PandaDoc.
  • Use an efficient inventory and order management software.
  • Use a survey tool.
  • Utilize an email management tool.

What is the best app for sales representatives?

The best apps for sales representatives are Skype, Slack, CamCard, Keynote, Evernote, Dragon, Quickvoice, and Cincopa.

Therefore, if you’re a sales manager or a person working in the sales and marketing team of a business, you should have the right skills and competencies in creating various plans and reports of your company’s product sales. Jeffrey Gitomer said: “Great salespeople are relationship builders who provide value and help their customers win.” So, it’s not just about procuring sales for more income but you should consider the customers’ needs.  Download our sample today and we hope that you will succeed in your sales and marketing work! 

Related Posts