To get around this problem, Fuzen connects your sales tracking spreadsheet with other important tools like – shared folder, email account, CRM, lead alerts etc. If you ask your sales people to record each of their actions in an Excel sheet, they will see it as double the effort and will be reluctant to do it. Tracking customer requirements in commercial details Sales checklist templateīut the activities themselves must be linked to the spreadsheet for effective tracking.

Tracking basic lead details – contact, status etc. Sales pipeline / lead tracking Excel templateįirst and foremost, you will want to track all the leads in your sales pipeline, along with their contact details, requirements, commercials offered and their status in your sales pipeline. Let’s look at different Excel templates useful for day to day sales tracking. Sales tracking templates in Excel and Google Sheets By contrast most other CRM platforms come with a learning curve, where you need to spend some mental energy to learn the flow. All this information can be easily tracked in Excel by simply adding multiple columns to the lead tracking sheet.įurthermore, everyone in your sales team already knows how to use an Excel sheet for sales tracking. On the other hand, Excel of Google Sheets can be modified in any desired way to track your sales data by simply adding new columns, blank sheets and even customized functions to automate certain steps in your sales process.įor example, sales process for solar projects requires a lot of data and documentation to be gathered from customers. But most of them come with a predefined structure or sales process that may or may not suit your particular business.

There are many inexpensive CRM software platforms available online today. Spreadsheets remain so popular for tracking leads, sales, cash flow etc. Sales tracking templates in Excel and Google SheetsĢ.1 Sales pipeline / lead tracking Excel templateĢ.4 Sales performance report Why should you even track sales in Excel? Why should you even track sales in Excel?Ģ. We have put together a list of sales tracking templates in Excel and Google spreadsheets.ġ. If you also love spreadsheets to manage your work (just like we do), we have something for you. That’s because Excel sheets and Google Spreadsheets are so flexible and easy to use. Despite so many CRM and sales tracking software being available online, many businesses still prefer to track their sales pipeline in Excel sheets.

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