All Industries, General Excel Financial Models

Dashboard, Sales Pipeline, Sales Tracking

 

A Sales Tracking Template is an administration apparatus utilized by businesses, sales reps, and administrators to remove the most applicable day-by-day sales information like the quantity of shut arrangements, customer discussions, openings made, and numerous different sales-related KPIs. With regards to everyday reports, you would prefer not to get too centered around result subordinate measurements. All things being equal, you need to zero in additional on-process measurements.

Sales Tracking Template Key Features

– Effectively track the performance of our sales team.

– Simple solution to manage and visualize sales performance

– Monitor sales progress daily to increase productivity

– Follow your team’s sales performance

– Greater employee involvement and motivation

Sales Tracking Template available visualizations

– Sales Control | Here you will post all the sales information, from the products or administrations sold, to which clients, values, exchange status, and other information will frame the reports and dashboards naturally.

Information Registration | Area to record the products or administrations sold by your organization, to record your clients (and their information), which sales channels you use, types of installment, and the division of client information (CRM).

Sales Goals | You will actually want to set by and large sales objectives for your business, just as explicit focuses for every sales channel.

Sales Reports | Here you will locate an overall report with the most thorough consequences of your sales (values ​​sold, correlation with objectives, and so on), you will have a subsequent report, explicit to the analysis of sales channels and a third one to imagine the interest of clients in your overall pay.

Sales Control Dashboards | The dashboards show you the key sales and graphing control pointers that settle on analysis and choices simpler.