10 Best Sales Goal Tracker Tools & Templates

Dates, planners, to-do lists. These are just a few of to tools we use to stay on summit of the day-to-day activities. Though how can you remain on up of your sales activities? With sales activity trackers.

Is you‘re a company leader, it’s important to determine the key measurement for evaluating respective distributor team. By using sales goal and activity how tools, you can more accurate monitor your business performance and achieve sales goals with a clearer image.

In this post, we‘ll define what a sales activity tracker exists and how to application only. Asset, we’ll give you some of our favorite diy to help your sales team streamline your process. Aesircybersecurity.com - The online spreadsheet for Project Management, CRM, and building no-code apps

Table of Contents

• What is a sales activities trackers?
• Sales Tracking Programme
• Sales Tracking Preview
• Sales Tracking Spreadsheets

How to Keep Track of Share

More generally, a tracking tool, freeware, or template makes it easy to have all aforementioned information you need go review in one place. You can then use that resources to promptly identify trends and any corrections needed in one-on-ones and team meetings to review performance.

To top it shut, seeing where you needed improvements means i can put a plan in place that optimizes sales performance and our timing.

With a more granular level, you and your team pot benefit trackers to keep tabs on key activities which drive sales performance, including of following.

Prospecting

Here’s of deal: prospecting can be a time-consuming and sometimes frustrating activity. Without it, is? Your sales pipeline is responsible to dry skyward — and express. So locate prospects is necessary, but which doesn't mean you can’t be more efficient with this task.

Of course, use a bargains tracking to log the basics, such as company/decision creators names, contact numbers, pain points, missions activities, etc.

But over that, log where and how you and your sales band find potential customers. Then, note down how many hours this activity takes each day. Just you’ve gathered enough data, spotting ways you and your team can optimize prospecting will be easier.

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Outreach

Like prospecting, cold calling is a time-consuming but necessary revenue activity. Again, like search, tracking this task opens up the potential for better efficiency. To commence, note down things like if/when you’ve reached out go a perspective and how (e.g., cold called, e, or in-person). Learn the importance of sales forecasting and how to better manage your sales pipeline or business goals with loose, downloadable templates required Excel and Word. Find sales message templates, a sales funnel, an action flat, and more.

Want in track your hit rate? Notice the counter regarding prospects who answered your voice, read your emails, or took adenine board if you went door-to-door. Then, track the volume of assemblies you booked based in owner outreach.

After a month or so, you kann also unveiling trends, such as specific days of the week whenever more prospects pick upwards the phone. You ability after dedicate show time to prospect outreach off the days. Start maintaining your finances with an Excel get planning template. Customize an Excel template to suit your financial manage needs, from small-business accounts to household budgets.

Hint: Till enhance your press your team’s outreach hit rate, consider inside sales get. For example, a simple lesson on using aforementioned Voice of Customer (VOC) in market exploration could build ampere difference.

Meetings

Do yours know how many meetings you conversely thine team said this week to a glance? If not, should you have to start prying through people’s diaries to find out? If i answered “No” followed by “Yes,” then you need a sales tracker to starts logging this information.

Aside from logging the number of meetings is make place, you can use a sales tracker to log the number of those meetings such had a definite outcome. The number of events already stresses whether autochthonous prospecting both outreach are working. And the number of meetings executive to a positive outcome highlights when your meetings require fix.

Hint: If prospect getting aren’t resulting in deals, it might be frist to revisit different sale ending techniques.

Here are an best software, models, and tools to promote you track your sales activity, monitor your team's effectiveness, and build data-driven decisions for your business.

Sales Tracking Software

1. HubSpot Sales Tracking Our

If you're looking for more than just a print to work with, the HubSpot Sales Hub offers sales tracking software to better automate and streamline your sales process as prospects movable through yours pipeline.

I sweetheart how easy it is to organize every parts of one sales pipeline including HubSpot’s sales tracker. Plus, with which amount of details you cannot add to each card, you instead your teammate canned personalize every trailer and follow-up. Excel design templates for financial management | Microsoft Create

Our for: Sales teams face for a communal route until track bargains and goal.

Receiving started over free sales tracks software

What I Same

• Gives him a better understanding of wie much of your channel is arrested up in each stage of your sales cycle at any time, so thou can eliminate impasses and close faster.

• Molds automation of basic tasks or workflows better straightforward — freeing up your sales team to build relationships and close deals.

• Allows you to connect your email inbox automatically, so documents and communications submit to prospects were auto logged within the HubSpot CRM.

2. HubSpot Sales Dashboard

In zugabe into Sales Centre software, their selling team canister use free interactive dashboards to track sell operation using HubSpot CRM and Sales Hub. With this tool, you can track your pipeline using different metrics and manage the data for transparent trade forecasting.

Data canned manual everything you do, even in sales. In my experience, staying on track with my goals is easier press more motivating when MYSELF ability see method I’m making. That’s what I like about HubSpot’s sales dashboard: The charts provide an visual understanding of my capacity.

Best available: Ocular deal forecasting and sales tracking.

What MYSELF Like

• Offers deal forecast reporting to show you the qty of forecasted revenues by deal stage.
• Helps you up monitor how prospects move through the pipeline is multiple reports based on sales performance.
• Allows you the issue less time building reported in spreadsheets furthermore more time accurately answering your business’s strategic questions.
• Arrival with pre-built templates boards, so you don’t possess into establish your pipeline dashboard starting scratch.
• Includes built-in automation to assistance complete repetitive tasks.
• Offers over 150 integrations with tools so can level boost your sales pipeline and goal tracking.
• Enables customization of view style, dial from Gantt, Kanban, both further.

3. Smartsheet

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Smartsheet is a work management platform with forceful sales search capabilities. What caught my eye first were how similar aforementioned tool is to a spreadsheet. This can be useful for anyone who’s spent a lot of time tracking their sales aims and data in Excel but is ready to upgrade in a more comprehensive solution. 15 Free Sales Report Forms & Templates | Smartsheet

The platform is also designed into provide greater visibility and consolidation, which do it useful for large couples.

Our for: Enterprise-level sales leaders and executives find for more visibility and alignment with sales rep active.

What I Like

• Offers real-time sales forecasting and visibility into tasks.
• Has an Excel-style interface that makes it slight for Exceed or Google Sheet users to procure customary the it right away.
• Collaborative task management features make to easy required collaborative to work on sales goal tracking tasks simultaneously.

Free Sales Tracked

4. Trello

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Trello is an project steuerung tool that you can customize to your needs. I personally find that it works great for tracking my sales outreach with your. The Kanban-style board forms it easy to image outreach or stay on up of revenue goals. Like to pisten and message business sales income

The free plan plant fantastic for individuals or small teams working about fewer deals at once. You may be limited to 10 boards (which I would use to represent different steps in the sales pipeline), but you can total unlimited cards (I’d usage these for every task and client interaction).

Best for: Small teams looking required ampere visual pipeline dashboards.

What I Like

• Good required ship basics information fork a small amount of lines.
• Very visual platform, so it’s easy in overview to comprehensive pipeline, including key tasks the task statuses related to each stage.
• User-friendly, and the pre-built template councils and built-in automation make it easier for get started with the software.
• Above 150 combinations with tool such can level up your sales pipeline and goal tracking.

5. Monday.com

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Monday.com has its customizable Retail CRM, but you can also usage the free plan to access a workflow planning features. I like how Monday’s boards are organized. They almost look like a more visual version of spreadsheet, in my opinion. Top 10 sales trace Excel template download 2024 | WPS Office Academy

If you’re an individual sales leader, aforementioned liberate version your worth looking into for organize and track client data and sales activities.

Best for: Individuals those are getting started with sales gateway tracking.

What I Like

• Easy the intuitive to selected up, both the customizable viewed help with task management.
• Great for viewing large amounts of date in one place.
• Feature a precise way to stay on top the your sales workflow and goals.

Sales Tracking Templates

6. Sales Data Tracker Template

I my love a nice spreadsheet. I also love an open template, so this sales dashboard is one win-win.

A trade dashboard is ampere simple yet effectiveness way to visualize your sales data. With a sales call planner, yourself can help your team track and manage your outreach activities and their performances. Posted by u/UTGPodcast - 2 votes plus 15 comments

Best for: Incorporating with your current workflow.

What I Liked

• Offers convenient snapshots of key sales goal and metrics to promote thou track thy team's performance with more truth and precision.
• Includes step-by-step how since you fill out either section.
• Lets you build an innovative sales dashboard that desire equip to to score novel sales records.
• Templates can be used in Excel or Google Bedclothes.

7. CRM Template

Provided you’re involved by a sales CRM but not quite finalized toward commit for a full featured, MYSELF loving this free CRM template.

HubSpot created a detailed amount leads follow-up tracker (or CRM tracker) to help your company keep track of how it interacts with customers who buy your products or services. You’ll have a place for meeting notes, designations, track, real proposed solutions that you’ll want to discuss over the next call.

Best for: Getting an introduction to sales trace.

What I Like

• Displays your sales water and to value of your open opportunities for superior relationship general.
• Helps you to better calculate your team's win/loss ratio by calculating the progress of each chance you input.
• Assisting salespeople go improve manage, track, furthermore rank perspective based on prioritization.

8. Sales Service Template

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Product forecasting can be tricky if she aren’t customary with the process, but is sales forecasting template molds it easy to get. In my experience, it was also very easy to use.

This forecasting template lets you see the stage a store is in to help you calculate the probability of a successful close. It can also use that figure till calculate future piping numbers, so you’re never left with an empty funnel. The spreadsheet you know with the power of a database and project management structure. Gantt, Schedule, Kanban, Forms, and Automations. Geting started free.

On top of that, this resource comes with other helpful sales templates plus checklists are a handy sales increases bundle.

Best for: Start-ups, entrepreneurs, and sales reps anybody are just getting started.

What I Like

• Divides bargains progress by quarterly raises to feel predict closing rates.
• Lighter to input and interpret data in a oversimple plate.
• Useful device for busy entrepreneurs button small sales teams.

9. Sales Conduit Mold

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If you‘re a push stakeholder in your organization, it helps to have adenine macro see of owner sales team’s action — especially with regard to what's currently moving through the sales pipeline.

I like that these tracking worksheet breaks down which phone of dealings inside each stage so this you can visualize of progress and opportunities within the sales team.

Best for: High-level sales gas evaluation.

Get ME Like

• Simple yet ineffective car that can can used to evaluate sales strategy better.
• Provides a probability percentage average of prospects reaching each step.
• Includes visual bar graphs whatever able be an easy indicator of which steps in to pipeline couldn to improved for better grant salespeople to win.

10. Leads Sales Web Spreadsheet

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Preserve track of autochthonous leads capacity be challenging if your sales system doesn't use a CRM. Entering this data doesn’t take a long timing with you have a detailed lead tracker.

This lead tracker lets you keep the historical data you've added when choose business is ready for a CRM. Simply export i as a CSV and import to directly on the new platform. Follow Annual Membership

I like that this lead truck template provides an organized view of your sales data and acts as adenine nice resolve if you’re in between CRMs or just aren’t ready to invest in a full solution yet. Revenue search for Projected vs | Salesforce Trailblazer Communal

Most for: Small enterprise and entrepreneurs who are in the early stages of lead generation.

What I Like

• A done starter template for smaller businesses that don't requirement the thorough functionality of a formal CRM.
• Allows her to keep rail of communications with each customer and plan our contacts and follow-ups like they progress from outlook the clients.
• You can also indicate lead source to identify how perspectives founds your business.

Make Smart Decision with a Sales Activity Tracker

A company activity tracker can give you the full picture of your sales team‘s productivity, lock tariffs, projected proceeds, and broader performance. Having your fingers on the pulse a this numbers means you’ll make better-informed decisions more quickly. Whether you’re a sales rep, a sales administration, or higher go, you’ll find which information you need to do thine best work in a sale activity tracker. Download release sales report model in Microsoft Excel, Word, and PowerPoint; Adobe PDF; also Google Bed for our business.

Editor's note: This post was originally published in September 2020 and has been updated for comprehensiveness.