Tag: Sales Tracking
Financial models which help to track sales
Annual Sales Planning – Actual Vs. Goal
Track the annual value of your contracts based on YTD billings and current year remaining billings.
Profit & Loss Plus Cash Flow Tracking (google sheets)
This is not a forecast template but rather a real-time tracker of financial performance as it relates to profit & loss as well as cash position.
Client Pipeline Manager with Up to 6 Stages
This template makes it easy to always have a current snapshot of all your clients and where they are in the sales pipeline process.
Salesmen Bonus Calculator
See the full impact of your salesmen from top line to bottom.
KPI Dashboard – Sales Tracking
A KPI dashboard in Excel that has a lot of dynamic functions and tracking features for various items that you may have on a given invoice.
CRM – Sales Pipeline Tracking
Two-way functionality for CRM analysis. This template offers you a stand-alone database building mechanism or you can import your raw sales pipeline data. From the database, monthly/quarterly (drop-down triggers) time-frames can be tracked so you…