Sales reports enable a manager to track how much time salespeople are spending on a wide array of sales activities. These reports create a picture of the sales representatives’ day even when the manager is not available  to look at them. Also, the significant information from these reports plays a crucial role in assisting a manager in his decision-making in terms of tracking the progress and performance of sales in one’s business. In this article, we will discuss valuable steps of creating a report for sales tracking, plus we have a different kinds of downloadable templates for you to use. Keep on reading!

Excel Sales Tracking Samples

FREE 3+ Excel Sales Tracking Samples

1. Sample Sales Opportunity Tracking

sample sales opportunity tracking

exceltemplates.net

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File Format
  • MS Excel

Size: 50 KB

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2. Sales Lead Tracking Template

sales lead tracking template

exceltemplates.net

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  • MS Excel

Size: 18 KB

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3. Sample Goods Sales Tracking Template

sample goods sales tracking template

factor.ca

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  • MS Excel

Size: 9 KB

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4. Sample Daily Sales Report Tracking

sample daily sales report tracking

panjon.in

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  • MS Excel

Size: 77 KB

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What is Sales Tracking?

Keeping track of all sales can be time-consuming and immensely challenging. Sales tracking for a business is very essential and the sales team needs to use an excel spreadsheet in order to track leads, create insightful sales reports and monitor sales calls. Without a sales tracker, you will be having some problems and issues in tracking your business sales and performance. This tool can help you measure your success and achievements in sales effectively. 

How to Create an Excel Sales Tracking

Working on spreadsheets can be really difficult to utilize, specifically during offline times. But it has advantages as well as it is a useful tool that records every communication with leads and confirms all follow-ups are up-to-the-minute and effective.

In this section, we suggest that you use our templates above while following the steps that you can do after you download your selected template:

1. Gather essential data 

Use the information gathered by your bookkeeping system to track sales, review discounts offered to your clients, and monitor the product returns. Bookkeeping is the methodical way in tracking the financial transactions of many businesses based in accounting.

2. Identify the problems 

While you are observing the data you’ve gathered, identify the problems and issues so that you can monitor closely the current status and performance of your sales. Knowing the problems as you analyze and examine your data and other information you collected can be helpful in implementation of new techniques and methods to improve your marketing system. 

3. Use a sales tracking software

As businesses continue on thriving and growing, their sales activities are also growing, making the work of sales professionals very difficult to handle. If you really want to provide ease to your sales team, try using  sales tracking software that can help your business and sales professionals in evaluating performance.

4. Utilize the formulas and function properly

As a sales manager or professional, you need to be able to utilize the several basic and advanced formulas and functions in Excel spreadsheets. An article explained that in order to use functions properly, you’ll need to understand the different parts of a function and how to make arguments to calculate values and cell references.

FAQ

How do I make a daily sales report?

Identify your reporting audience. Collect essential sales metrics. Select your reporting time frame. Create some graphics and illustrations and include context to your data.

How do you write a weekly report example?

Write the brief summary of your report. Include the date, daily deliverables, headline, tasks, results, challenges and roadblocks. Then, add the action items for the upcoming week.

What are the types of sales reports?

The types of sales reports are daily sales report, weekly sales report, monthly sales report, annual sales report, sales pipeline and funnel report, and many more.

How do you monitor sales activities?

Keep track of the essential aspects of your business such as the leads created, calls made, emails sent, follow ups, social media connections. logged visits, conversations, discovery call summaries, etc.

An organization needs to have reliable tracking mechanisms for the sales response itself and many other sales professionals. Amelia Earhart gives an inspiring message for you: “The most difficult thing is the decision to act, the rest is merely tenacity. The fears are paper tigers. You can do anything you decide to do. You can act to change and control your life; and the procedure, the process is its own reward.” Keep on doing your best in tracking sales of your company. Get a sample today and we hope that you will succeed in your sales and marketing job! 

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