15 Greatest Free Gross sales Exercise Tracker Templates & Spreadsheets

Calendars, planners, to-do lists: these are just some of the instruments we use to remain on prime of our day-to-day actions, however how are you going to keep on prime of your gross sales actions? With gross sales exercise trackers.

For those who’re a gross sales chief, it is essential to find out the important thing metrics your gross sales crew can be evaluated on. By utilizing gross sales exercise monitoring instruments, you possibly can extra precisely monitor your corporation efficiency and obtain gross sales targets with a clearer image.

On this publish, we’ll outline what a gross sales exercise tracker is, and offer you a few of our favourite instruments to assist your gross sales crew streamline its course of. And when you’re in a pinch, leap straight to the knowledge you want with these hyperlinks:

1. HubSpot Gross sales Monitoring Software program

For those who’re in search of greater than only a template to work with, the HubSpot Gross sales Hub provides gross sales monitoring software program to higher automate and streamline your gross sales course of as prospects transfer via your pipeline.

Get began with free gross sales monitoring software program

What We Like:

• Offers you a greater understanding of how a lot of your pipeline is caught up in every stage of your gross sales cycle at any time, so you possibly can eradicate bottlenecks and shut quicker.

• Makes automation of primary duties and workflows extra easy and easy — releasing up your gross sales crew to construct relationships and shut offers.

• Means that you can mechanically join your electronic mail inbox, so paperwork and communication despatched to prospects are mechanically logged within the HubSpot CRM.

2. HubSpot Gross sales Dashboard

Along with Gross sales Hub software program, your gross sales crew can use free interactive dashboards for gross sales exercise monitoring utilizing HubSpot CRM and Gross sales Hub. With this device, you possibly can observe your pipeline utilizing totally different metrics and handle the information for clear deal forecasting.

What We Like:

• Presents deal forecast reporting to indicate you the quantity of forecasted income by deal stage.
• Lets you monitor how prospects transfer via the pipeline with a number of reviews based mostly on gross sales efficiency.
• Means that you can spend much less time constructing reviews in spreadsheets and extra time precisely answering your corporation’s strategic questions.

3. Gross sales Information Tracker

A gross sales information tracker is a straightforward but efficient approach to visualize your gross sales information. With a gross sales name planner, you possibly can assist your crew observe and handle your outreach actions and their performances. Use this gross sales name planner digitally. You could possibly additionally reserve it to your pill and use it “whiteboard-style” by filling within the info with a stylus earlier than every name.

What We Like:

• Presents handy snapshots of key gross sales goals and metrics that will help you observe your crew’s efficiency with extra accuracy and precision.
• Contains step-by-step directions to observe as you fill out every part.
• Permits you to construct an progressive gross sales dashboard that may equip you to hit new gross sales file.

4. Gross sales Exercise and Buyer Tracker Template

HubSpot created an in depth gross sales lead follow-up tracker (or CRM tracker) to assist your organization preserve observe of the way it interacts with prospects who purchase the services or products. You’ll have a spot for assembly notes, names and titles, and s proposed options you’ll wish to convey up in your subsequent name.

What We Like:

• Shows your gross sales pipeline and the worth of your open alternatives for higher relationship administration.
• Lets you higher calculate your crew’s win/loss ratio by calculating the progress of every alternative you enter.
• Assists salespeople to higher arrange and preserve observe and rank prospects based mostly on precedence.

5. Gross sales Forecasting Template

This forecasting template permits you to see the stage a deal is in that will help you calculate the likelihood of a profitable shut. It will possibly additionally use that determine to calculate future pipeline numbers, so that you’re by no means left with an empty funnel. On prime of that, this useful resource comes with different useful gross sales templates and checklists in a useful gross sales productiveness bundle.

What We Like:

• Divides gross sales progress by quarterly increments to higher predict closing charges.
• Simple to enter and interpret information in a simplistic sheet.
• Extraordinarily useful gizmo for busy entrepreneurs or small gross sales groups.

6. Buyer Churn Evaluation Template

You want this template when you have a number of consumer relationships to handle without delay. It additionally helps construct enhancements and alternatives for buyer retention. You possibly can simply add this spreadsheet as a tab in a bigger workbook that tracks accounts from result in shut.

What We Like:

• Helps gross sales groups to construct a start-to-finish churn technique to establish enchancment alternatives and strengthen buyer retention.
• Can measure churn and retention on a month-to-month, quarterly and yearly foundation.
• Provide actionable steps to know why prospects churn or stick with your corporation.

7. Gross sales Tracker Template

Maintain observe of income generated from offers closed with this gross sales monitoring spreadsheet. Utilizing the variety of merchandise offered, this spreadsheet produces a income breakdown by-product in an easy-to-read graph view. At a look, gross sales managers can shortly assess the crew’s progress towards income targets — and reps can pinpoint massive wins and areas for enchancment.

What We Like:

• Permits you to weigh the success of particular person merchandise in your product catalog in opposition to each other.
• Permits customers to create a yearly gross sales plan and examine information over time and throughout merchandise.
• Tracks prices, together with transport prices and returns.

8. Gross sales Pipeline Template

For those who’re a key stakeholder in your group, it helps to have a macro view of your gross sales crew’s actions — particularly with regard to what’s at the moment transferring via the gross sales pipeline. This monitoring spreadsheet breaks down the variety of offers in every stage with the intention to visualize the progress and alternatives inside the gross sales crew.

What We Like:

• Simplistic but efficient tracker that can be utilized to judge gross sales technique higher.
• Offers a likelihood proportion common of prospects reaching every step.
• Contains visible bar graphs will be a simple indicator of which steps within the pipeline could possibly be improved to higher assist salespeople to win.

9. Gross sales Lead Monitoring Template

This template is tailor-made towards product-based companies. If your organization suits that invoice, it provides a simplified approach to observe your gross sales targets. Utilizing your gross sales funds, the spreadsheet forecasts gross sales based mostly on worth per unit and can observe which objects make up what proportion of complete gross sales.

What We Like:

• Obtainable for obtain as an Excel workbook, Google Sheets, or as PDF.
• Permits you to simply retailer and arrange all your prospects by gross sales stage and follow-up date.
• Dashboards and Reporting options are additionally out there within the workbook.

10. Weekly Gross sales Monitoring Template

With useful columns that correspond to duties and motion objects, this gross sales exercise report lets reps preserve observe of their actions every week — providing a reference level for them to see whether or not they’re preserving tempo with administration’s targets and expectations.

What We Like:

• Means that you can observe weekly gross sales exercise in opposition to a customizable objective.
• Permits your gross sales crew to see the precise variance from objective in, letting leaders see what methods are working or want enchancment.
• Day-by-day breakdown of metrics for exact efficiency monitoring.

11. SLA Calculator Template

Alignment between advertising and gross sales groups is a problem, but it surely doesn’t need to be with the appropriate device. This SLA (gross sales stage settlement) template calculates and tracks targets based mostly on advertising leads, displays the efficiency of various lead targets, and will increase transparency between the 2 groups to encourage higher alignment.

What We Like:

• Cross-functional crew reporting template permits for higher perception on collaborative efforts.
• Constructed-in line graphs present a simple to interpret development of gross sales conversions over a time period.
• Plug in your information and let the conversion charge calculator do the arduous give you the results you want.

12. Leads Gross sales Monitoring Spreadsheet

Conserving observe of your leads will be difficult in case your gross sales group does not use a CRM. Coming into this information doesn’t take a very long time when you have an in depth lead tracker.

This lead tracker allows you to preserve the historic information you’ve got added when your corporation is prepared for a CRM. Merely export it as a CSV and import it straight into the brand new platform.

What We Like:

• starter template for smaller companies that do not want the total performance of a proper CRM.
• Means that you can preserve observe of communications with every buyer and plan future contacts and follow-ups as they progress from prospect to buyer.
• You can even point out lead sources to establish how prospects discovered your corporation.

13. Gross sales Pipeline Spreadsheet

This spreadsheet can work in tandem with the gross sales trackers listed right here. By monitoring the gross sales pipeline, you’ll have a birds-eye-view of the well being, income, and bottlenecks affecting your gross sales crew’s shut charge.

What We Like:

• Greatest designed for small companies or entrepreneurs.
• Simple to edit gross sales administration device that tracks deal standing.
• Offers quarterly gross sales forecasting performance.

14. Gross sales Forecasting Spreadsheet

Set clear targets and observe your progress towards them with a gross sales forecasting template like this one. In contrast to some templates that observe by quarter, this spreadsheet retains observe of your targets for the entire 12 months.

What We Like:

• Monitor the progress of your gross sales targets month-to-month and yearly.
• Salespeople can observe the person progress of every services or products they promote.
• Can simply examine and distinction the progress of earlier years in opposition to present metrics.

15. Gross sales Report Spreadsheet

Each gross sales leaders and reps can get so much out of this gross sales report template. It offers stakeholders a structured approach to perceive which purchasers had been closed and the income generated by the deal. The distinctive a part of this template is your potential to match the projected income to precise income so that you and your crew can higher forecast your gross sales.

What We Like:

• Tracks month-to-month, quarterly, and yearly gross sales actions.
• Has month-to-month forecasting performance based mostly on recorded gross sales historical past.
• Clear to enter and arrange buyer information multi function place.

Make Sensible Choices with a Gross sales Exercise Tracker

Utilizing a gross sales exercise tracker can provide the full image of your gross sales crew’s productiveness, shut charges, projected income, and broader efficiency. Having your finger on the heart beat of those numbers means you’ll make better-informed selections extra shortly. Whether or not you are a gross sales rep, a gross sales supervisor, or increased up, you’ll discover the knowledge you want to do your finest work in a gross sales exercise tracker.

Editor’s word: This publish was initially revealed in September 2020 and has been up to date for comprehensiveness.