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Gwen Chen
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October 09, 2018

How to Manage Sales in Excel: Three Free Sales Tracker Excel Templates

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On average, it takes 18 calls to connect with a buyer, and only 24% of sales emails are opened. And a lot of time, the sales cycle length can be months or even years. Needless to say, keeping track of all sales touches over a long period of time is challenging, yet instrumental in securing deals.

In this article, I've included three Excel and Google Sheet templates, which cover the three most important things a sales team should do in order to close more deals within a shorter period of time:

  • Track leads.
  • Create insightful sales reports.
  • Monitor sales calls.

Oftentimes, sales professionals work on the fly and don't have access to their desktops. But on mobile, spreadsheets can be difficult to manipulate, particularly in offline situations where there is no available WiFi or cellular network. So I've also included two sales apps made on AppSheet's no-code development platform as apps can be used on  a mobile device even when that device is offline and disconnected from the network.

You can either adapt the spreadsheet templates to meet your own business needs, or you can turn these spreadsheets into apps—it’s up to you!

Copy the Quote and Proposal App

Sales Leads Tracking Template

This lead tracking template does a very good job of recording every communication with leads and making sure all follow-ups are timely and effective. Date and Duration record the time a lead was touched in the past and help sales specialists decide when they should follow up. Lead Status and Progress provide a quick view of where a lead is in the sales funnel and how far the lead is from the close stage. Note and Next make sure leads are kept warm.
 
Screen Shot 2018-09-27 at 9.24.39 AM

The following table gives a bird's-eye view of all leads—the type and source of leads, sales opportunity, and sales revenue forecast. This table helps sales specialists prioritize their efforts and time.

Screen Shot 2018-09-27 at 9.22.17 AM

Download Excel Template

Copy Google Sheet Template

Screen Shot 2018-10-03 at 12.14.55 PM

As I mentioned earlier, we turned this template into an app. Other than the ease of viewing and editing data, this app enables sales professionals to do the following:

1) Add new leads and enter notes for every sales touch.

2) Check the latest progress of leads and view leads by priority.

3) See how every region is performing as well as opportunities in the upcoming months.

4) Automate email follow-ups to leads.

5) Send SMS messages to leads directly from the app.

Feel free to copy the app and customize it to meet your needs.

Lead Tracker App

 

 

 

Sales Report Template

This template records sales by car make for each month and each quarter. It can be used by individual sales specialists or a sales team.

Screen Shot 2018-09-27 at 10.02.46 AM
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Copy Google Sheet Template

Screen Shot 2018-10-03 at 12.07.15 PM

To provide better visualization on sales performances across different criteria, we turned this template into a sales report mobile app that does the following:

1) Displays overall monthly and quarterly sales data and each sales specialist's contribution to that month or quarter. 

2) Enables downloading data in CSV format. To do this, go to the By Make view and click on the anchor icon.

3) Links to other views, using the Deck View as a Table of Contents.

4) Sends out scheduled emails on the whole team's quarterly sales data and on a specific sales rep's performance.

Feel free to copy the app and customize it to meet your needs.

Sales Report App

 

 

 

Sales Call Log Template

This template is for sales specialists to log sales calls and call attempts. Subject indicates call types. Sales Made labels each call with Yes or No. If it is a Yes, a lead can be removed from a sales specialist's to-call-list. If it is a No, the sales specialist may want to think about whether to reach out again and or consider dropping the lead.

Screen Shot 2018-10-03 at 2.32.34 PM

This template includes a Monthly Goal Tracking sheet. Unlike the the sheet above, this sheet is completely data-driven. It compares Actual Numbers with Target Numbers. All highlighted cells are the ones that didn't meet the target except for the Actual Sale Value. This column also highlights (in green) those days where the target was exceeded.

Screen Shot 2018-10-03 at 2.26.26 PM-1

Download Excel TemplateCopy Google Sheet Template


Bonus:

We've just published a new sales appQuote and Proposal App. The app has the following features:

  • Filtered data by customer, pending quote, rejected quote, cost and proposal.
  • Automated workflows emailing the Quotes or Proposals to customers.
  • Grouped actions updating the status of quotes. A CSV of selected materials used in a new service may be downloaded by clicking on an icon if using the app on a desktop.

Quote and ProposalCopy the Quote and Proposal App


What’s Next?

These are just some of my favorite Excel templates for sales management. You can use them as is OR easily turn them into apps. If you have other favorite Excel templates, let me know by submitting a comment or tweet. I'm always looking for templates to add to this list!


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Ready to take your sales tracking to the next level? Copy the following app and customize in your own way! 

Lead Tracker App

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