Tracking Log – Manage your sales and service contacts with the most useful free templates in PDF, Microsoft Excel and Word formats. All the templates on this page are ready to use, free to download and fully customized to your business needs.
On this page, you will find a sales call tracking template, a cold call tracking sheet, a customer service call spreadsheet, and links to customer call logs, sales list templates, and lead tracking.
Tracking Log
This sales call tracking sheet template offers two spreadsheets: one to track calls to individual customers and the other to compare the total number of monthly calls and sales to goals. Track completed sales, call information, follow-up activities and selling costs, and set daily, weekly or monthly goals and see how actual calls and sales are stacking up. Use the template with existing customers or new leads when building your pipeline.
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Designed to document all communication that occurs in one day, this call tracking template includes columns for the time, duration, description, and activities required for each call. Customize the template by adding, removing, or renaming columns according to your needs – for example, add columns to store sales data, customer status, or other contact information. Use this worksheet to track incoming or outgoing calls.
This template includes an outbound call tracking spreadsheet as well as a chart to help you visualize call data. Enter weekly goals for making calls, making calls, and setting appointments, and track your daily and weekly numbers to see if you are hitting or exceeding your goals. The template will automatically calculate the percentage of calls you will convert to contacts and meetings – use this information to determine if you need to increase the number of calls or just adjust your cold call strategy or script.
Track customer service calls and call center performance with this dashboard template that displays key KPIs for each customer service representative, including the number of calls received and the average duration of each call. The template also calculates the total number of connections and total dropout rate for one week. There are two tabs in this template – one with sample statistics showing how the dashboard works and one with a blank version of the data entry.
Use this phone tracking sheet template to write customer service issues. For each call, provide the case ID, call time, customer information, description of the call, and actions taken. Quickly find past calls by searching for a specific case number or customer name. Customize your company spreadsheet by adding your company logo and any other information you need to track.
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Find templates to track leads, manage your sales funnel, create a sales catalog, and create monthly sales reports in our Sales Marketing Tips and Templates article. You will also find information about the benefits of marketing planning, challenges and best practices. In addition, check out the various free call log templates with PDF as well as Microsoft Excel and Word options available.
Empower your employees to push boundaries with a flexible platform designed to meet the needs of your team – and adapt to changing needs. This platform makes it easy to plan, manage, manage and report work from anywhere, helping your team work and get more done. Communicate key metrics and get real-time insight into your work as it happens with summary reports, dashboards, and automated workflows designed to keep your team connected and informed. When teams are clear about the work they do, you don’t know how much they can do in any given time. Try it for free today. Below you’ll find effective free recruitment templates, including customizable templates for project and product managers, IT professionals, customer service representatives (CSR), and your clients.
On this page, you will find a variety of issue tracking templates, including a simple issue tracking template, a list of issue tracking templates, a project management issue tracking template, a project issue tracking template, and much more.
Use this simple tracking report template to streamline your project team’s workflow. Enter a unique case ID, status, problem analysis, category (e.g. mobile, website, hardware, etc.), priority to whom the case was assigned, date, and other conditions. Download this template for a one-time, customized example, or save it as part of a larger project or product management, quality assurance (QA), or development document to track multiple issues – and track progress and solutions from them.
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This reusable template is available in Excel as a single case tracking template and as a Google Sheets template that can be easily saved to your Google Drive account.
This follow-up letter template is for companies that want to provide project management team members with a document that contains space for detailed information. In this way, program managers can quickly evaluate any problem, determine if it poses a risk to the project, and work with developers to resolve it. This template provides column information for the following:
This reusable template is available in Excel as an individual template and as a Google Sheets template that you can easily save to your Google Drive account.
This project management issue tracking template is perfect for project managers who need a comprehensive, end-to-end issue tracking system. The template offers a dashboard view so you can bookmark the details and see the full picture. The information on the dashboard includes the following information: project name, department, and project owner; status information (not started, ongoing or closed) and priorities; and the number of structures and their parts.
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In the template, enter all information related to availability, department, priority, initiator (journalist), status, open date, close date and other relevant points. After completing the form, developers will be able to review the problem and prioritize it, as well as quickly find a solution.
This form is available in Excel and as a Google Sheets template that you can easily save to your Google Drive account.
Use this simple, project-specific issue tracking log template to document project progress, key risks, and key issues. Your developers will be able to assess at a glance what the risks are and what the project problems are, and then start fixing them. Here are the ingredients for the filling:
Designed with product factors in mind, this trace template gives you the ability to think in all aspects related to your product problem. Fill in the following data: case number; edition name; department; main course; initiator (who reported the matter); Form; opening date; date closed; and explanation. By using the features in this template, your developers will have the information they need to troubleshoot.
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This article tracking template allows you to enter all relevant information related to your project. After all the information has been entered, the engineers can start solving the problem. This simple form is unique in that it contains all the main fields needed to track a case. This provides the following information so that engineers can investigate the problem and fix it as soon as possible:
Use this comprehensive case report template designed with everyone in your company in mind. If you want to track issues that can affect product quality and on-time delivery, use this template to view them in a simple dashboard format so you can identify and monitor the factors that are causing the most problems.
The problem report template includes sections on past and unreleased cases, and allows all company employees to access the fields they need to write cases, including the following:
Track your customers’ issues in a custom Excel template that keeps you informed of your open / close ratio and keep your projects running smoothly. This easy-to-fill template includes customizable drop-down lists for each field. In each section, enter the story title, genre, critique, author (who first told the story), status, creation / announcement date, closing / editing date, and any other relevant evidence.
Essential Excel Spreadsheets For Tracking Work (free Downloads)
As a member of the Information Technology (IT) team, you are the backbone of any project. Without IT staff to keep your work running smoothly, you may miss deadlines, fail to deliver products, and compromise your company’s credibility. Therefore, it is important to have the correct reporting tool on hand. Without a centralized way to track the issues that flow through your IT department, you can’t be sure that you will successfully deal with these issues and solve them in a timely manner.
This IT Issue Tracker template – available in Excel, Word, PDF, Google Docs, and Google Sheets – is the perfect way for every member of the IT team to document and resolve issues as quickly as possible.
Choose if you want to publish the following stories, assign the story to a team member, and
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