Do you want to learn how to keep track of sales and grow your pipeline more efficiently with sales tracking spreadsheets and excel templates?
You’re in luck!
We’re giving away this library of free sales tracking templates!
Before we dive into this, you may already be aware that the sales tech landscape reported 700+ new players in SaaS. Optimizing your sales process with automation continues to be a red hot trend.
The danger in this is you might get caught up in the new-shiny-object syndrome that wastes more time than it saves.
Believe it or not, you can still accomplish many great tasks with spreadsheets and word docs using our old friend, Microsoft Excel.
Feel free to swipe these tried and true templates for tracking your sales pipeline, activities, forecasting, creating compensation plans, managing sales rep performance, and more.
Table of Contents
- Sales Tracking Spreadsheets and Excel Templates
- How To Get The Most Out Of Your Sales Tracking Templates
- Sales Pipeline and Forecasting Templates
- Sales Outreach and Email Templates
- Sales Activity Tracking Templates
- Sales Management and Performance Templates
- Sales Compensation Templates
- Key Take-Aways
Sales Tracking Spreadsheets and Excel Templates
True sales leaders are constantly improving themselves through training, studying, and practicing. If you are not executing an exceptional regular training program for yourself or your reps, you are getting left behind by those that are.
Of course, you can boost your sales skills by adopting and implementing new sales technology to optimize your sales process. But what if you don’t have time or money to roll out new platforms and complex systems? Or worse, the slightest idea on how to keep track of sales?
If that’s the case, then good old Microsoft Excel will come to your rescue.
The forthcoming template library contains a nifty set of twelve spreadsheet and word doc templates to use at your disposal — these tools are excellent at sales tracking.
These sales tracking spreadsheets are great at keeping tabs on your company’s performance and identifying areas that need work.
These are not complicated models that will take you weeks to figure out. These are basic excel spreadsheets and docs that any sales leader or rep can use to improve their sales process immediately.
How To Get the Most Out of Your Sales Tracking Templates
With so many amazing sales tools available today, sales practitioners no longer need complex, over-bloated models and spreadsheets.
However, we do recommend maintaining a certain level of manual reporting, sales tracking, and documenting in order to deeply immerse yourself in the task at hand.
In the fast moving world of social media and other distractions, it is too easy to quickly review your sales reports for 5 minutes and then jump back on Instagram.
Our free sales templates (or ones you create yourself) will help you plan your sales programs with more confidence, using data and outcomes over your gut.
These spreadsheets are excellent sales goal trackers and help you stay focused and committed to your objectives.
Download Our Free Sales Tracking Templates Below (Ideal For Desktop Users)
Pro Tip: Download and save a copy of these templates to make them your own.
All the templates are customizable and yours to keep! You can change them and make them better, or you can use them as they are.
Sales Pipeline and Forecasting Templates
A basic pipeline tracker spreadsheet to help you get a 10,000-foot view of your pipeline for each quarter. You can even use it to generate your sales forecast, and adjust the weighting by the probability of each stage in the sales funnel.
Pipeline velocity is the mother of all sales metrics. Use this spreadsheet to further understand how small changes in your pipeline variables can impact your results.
Sales Outreach and Email Templates
Securing press is hard. Sales skills and outreach are an essential part of the process. This sheet provides a detailed overview of the tech-focused press outlets you need to secure coverage on to ensure your PR efforts are successful.
If cold email is the main activity in your prospecting efforts, you need dedicated sheets to track the sales email system. This basic sheet should help you build the foundation for this tracking.
Having a defined sales sequence is a major key for breaking into your target accounts. A consistent process makes the sequence execution easier. Use this sheet to build your dream sales sequence.
Sales Activity Tracking Templates
Make your SDR’s fill out this doc daily to help them organize their daily plan of attack. This helps them structure their outbound activities and think through the desired outcomes for the day.
You need to forecast your activity levels on a quarterly, monthly, and weekly basis to drive consistent outcomes. You can control your activity; therefore, you should use this sheet to help manage them.
Most sales reps are notorious for lack of planning. Use this doc to pre-plan all your sales calls to improve the results.
Sales Management and Performance Templates
Coaching and managing sales reps is the highest leverage activity in the sales organization. Use this doc to get the most out of your weekly meetings.
Sales is hard. Many reps won’t make the cut. A PIP can help kick them into gear. Aside from the Performance Improvement Plan, sales representatives can implement tips from sales books. These books are guaranteed to make you a better salesperson, a better leader and a person in general.
It can be tricky to attribute revenue to SDRs, and to set goals that ensure your CAC stays reasonably low. You can use this calculator and spreadsheet template to determine the right goals for your SDR and calculate how impactful their performance is on your top line revenue.
Sales Compensation Templates
Your compensation model affects your ability to attract top talent and influences the performance of your entire sales team. Build (or re-build) a sales comp plan from the ground up by following this 8-step template that takes you from determining seniority levels and OTE to modeling future compensation and commissions.
A good compensation plan should be easy to implement and should benefit the involved parties. It should also be an incentive to employees while motivating them to meet the set goals for your organization.
You need a formal way to communicate your compensation plan to your reps, and to ensure you get the mutual commitment to the plan on paper. This template gives you a simple starting point and documents your comp plan in a way that’s easy to understand.
Any salesperson worth their salt knows among the keys to success in business is tracking their performance. These sales tracking spreadsheets are an excellent way to manage and evaluate your business. These templates teach salespeople how to keep track of sales, sales management and even sales performance evaluation.
The sales pipeline and forecasting templates are a great way of estimating the incoming profit to your company, and are also used for critical decision making such as budgeting and hiring.
That aside, here is a list of other tools you will find useful if you want to win at sales. These apps are useful at tracking management, saving time and even increasing productivity.