Sales Log Template – Track your sales and service calls with the most useful free templates in PDF and Microsoft Excel and Word formats. All templates on this page are ready-to-use, free to download, and fully customizable to support your business needs.
On this page, you’ll find a sales call tracking template, a cold call checklist, a customer service call spreadsheet, and links to client call logs, sales report templates, and sales lead trackers.
Sales Log Template
This sales call tracking spreadsheet template offers two spreadsheets: one for tracking phone calls to individual customers and another for comparing total monthly calls and sales to your target goals. Track completed sales, contact information, follow-ups, and sales amounts, and set daily, weekly, or monthly goals and see how you’re doing in practice. calls and sales. Use the template with existing customers or new prospects to build your pipeline.
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Designed to document all communications that occur in a day, this call tracking form template includes columns for time, duration, description, and required actions related to each call. Customize the template by adding, removing, or renaming columns to suit your needs — for example, adding columns to track sales data, customer status, or additional contact information. Use this page to track incoming or outgoing phone calls.
This template provides an outbound call tracking spreadsheet with a chart to help you visualize your call data. Enter weekly goals to complete calls, make contacts, and set up appointments, and track daily and weekly numbers to see if you’re meeting or exceeding your goals. The template automatically calculates the percentage of calls that convert to contacts and appointments – use this information to determine if you need to increase calls or adjust your cold calling strategy or script.
Monitor customer service call and call center performance with this dashboard template that displays key KPIs for each customer service representative, including the number of calls answered and the average length of each call. The model also calculates the total calls and the total bounce rate for a one-week period. In this template, you’ll find two tabs: one with example statistics to show how the dashboard works, and a blank version for entering your data.
Use this phone call tracking template to document customer service situations. For each call, enter the case ID number, call duration, customer details, call description, and action to be taken. Quickly search past calls by searching for a specific case number or customer name. Customize the spreadsheet for your business by adding your company logo and any additional information you want to track.
Simple Daily Sales Report
Find templates for sales tracking, sales pipeline management, sales funnel development, and monthly and annual sales reporting in our sales planning tips and templates article. You’ll also find information on the benefits of marketing planning, as well as challenges and best practices. Additionally, check out our free call log templates with PDF and Microsoft Excel and Word options available.
Empower your people to go above and beyond and adapt as needs change with a flexible platform designed to meet the needs of your team. The platform makes it easy to schedule, capture, manage and report on work from anywhere, helping your team to be more efficient and get more done. Report on key metrics and gain real-time visibility into performance with summary reports, dashboards, and automated workflows designed to keep your team engaged and informed. When teams are clear about the work being done, there’s no telling what else they can do at the same time. Try it now for free. Calendars, planners, to-do lists: these are just some of the tools we use to keep track of our daily activities. However, how do you stay on top of your sales activities? Fortunately, there are sales activity trackers that can help you. A sales activity tracker helps salespeople manage things like contacts, deals, quotas. If you’re a sales leader, it’s important to know key metrics to evaluate your sales team. From there, you can reverse engineer your sales process to set sales goals. Then monitor performance using sales activity tracking tools. Using a tracking spreadsheet or template allows you to easily have all the information you need to review in one place. Additionally, it can be used to quickly identify trends and any adjustments that need to be made. It can be used in individual and group meetings to test performance. Excel Sales Tracking Templates Here are the best spreadsheets, templates, and tools to help you track sales activity, monitor team performance, and make data-driven decisions for your business. 1. Sales Lead Tracking Spreadsheet This template is tailored for product-based businesses. If your company fits the bill, it offers a streamlined way to track your marketing goals. Using a marketing budget, a spreadsheet predicts sales based on unit price and tracks which items represent what percentage of total sales. 2. Weekly Sales Tracking Spreadsheet With handy columns for tasks and action items, this sales activity report lets reps monitor their weekly activity—providing a reference point so they can see if they’re tracking management’s goals and expectations. 3. SLA Calculator Template Alignment between Marketing and Sales teams is difficult, but it doesn’t have to be. Wouldn’t it be great if marketers generated all the right leads, the sales team closed them all, and both teams agreed on what constitutes a qualified lead? This model calculates and tracks goals based on marketing opportunities, monitors the performance of various lead goals, and increases transparency between the two teams to encourage better alignment. 4. Sales Tracking Spreadsheet Track the revenue generated from closed deals with this sales tracking spreadsheet. Using the number of products sold, this spreadsheet breaks down revenue by product in an easy-to-read graphical representation. At a glance, sales managers can easily assess how the team is meeting revenue goals, and reps can identify big wins and areas for improvement. 5. Lead Sales Tracking Spreadsheet If your sales organization doesn’t use a CRM, it can be difficult to track leads. If you have a detailed lead tracker, entering this data shouldn’t take long. One of the main benefits of this lead tracker is that you can save historical data to add to your CRM when your business is ready. Export it as CSV and import it directly into the new platform. 6. Sales Funnel Spreadsheet If you’re a key stakeholder in your organization, it’s useful to see a macro view of your sales team’s activities, especially what’s moving through the funnel. This tracking spreadsheet breaks down the number of deals in each stage so you can see progress and opportunities within your sales team. 7. Sales Pipeline Spreadsheet This spreadsheet can work with the sales trackers listed here. By tracking your sales pipeline, you’ll get a bird’s-eye view of the health, revenue and bottlenecks affecting your sales team’s near-term momentum. 8. Sales Forecasting Spreadsheet Use a sales forecasting template like this one to set clear goals and track your progress. Unlike some templates that track quarterly, this spreadsheet tracks your goals year-round. 9. Sales Report Spreadsheet Both sales leaders and reps get a lot out of this template. This gives stakeholders a structured way to understand which clients are being closed and the revenue generated by the deal. A unique feature of this model is the ability to compare expected revenue with actual revenue so you and your team can better predict your sales. 10. Sales Data Tracker The Sales Data Tracker is a simple yet effective way to visualize your sales data. With the Sales Call Planner, you can help your team track and manage your outreach efforts and their performance. Use this digital sales call planner. You can also save it to your tablet and use it whiteboard style by filling in information with a pen before each call. 11. Sales & Lead Tracker HubSpot has created a detailed sales lead tracker or CRM (customer relationship management) tracker to help your company track their interactions with customers who buy products or services. You’ll have space for meeting notes, names and topics, and suggested solutions you want to address on your next call. 12. Customer Retention Tracker If you have a lot of customer relationships to manage at once, you need this template. This model also helps to create improvements and features for customer retention. This spreadsheet can easily be added as a tab to a larger workbook
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