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Tags: downloadable , Sales , Template

Sales Target Tracking Excel Template

  • Brand: IMARI Doc Shop
  • Availability: In Stock
  • SKU: SALES-012


This is a Sales Target Tracking Excel Spreadsheet Template that can be utilised for any business to track & monitor your sales efforts. Sales tracking lets you recognize problems before they become bigger problems. It also helps you understand who is an engaged lead, and who has objections to overcome....

This is a Sales Target Tracking Excel Spreadsheet Template that can be utilised for any business to track & monitor your sales efforts. Sales tracking lets you recognize problems before they become bigger problems. It also helps you understand who is an engaged lead, and who has objections to overcome.


This is a Sales Target Tracking Excel Template that can be utilised for any business to track & monitor your sales efforts, resulting in improved sales visibility and better sales team performance. Have you been looking for a system to show you how to monitor sales performance against targets? If so this sales tracking template excel will be a valuable additional to your current sales tools.

What is sales tracking and why do you need a sales tracker spreadsheet?

Sales tracking lets you recognize problems before they become bigger problems. With an effective sales tracking process, you can see how your opportunities are doing in real time—anytime, anywhere. This empowers sales managers to alleviate potential issues before they have a chance to turn into larger ones. A sales tracker spreadsheet is imperative to have for all sales teams, no matter if they are small sales teams, or large sales divisions.

Having a simple tracking system in place can be the difference between closing a sale and losing a sale. Whether you are a solo business owner, doing all the sales yourself or you have a large team – tracking sales is a must. Some CRM systems have a tracking tool, however these can be costly and complicated. This simple excel document is all you need to track and monitor your success in sales. 

In the sales tracker spreadsheet template we look at:

  • Client name & details
  • Priority of Sale or Client
  • Location
  • Last Years Sales (if any)
  • Expected Month of Sale/s
  • Projected Target
  • Spend trend
  • Sales Objections
  • Are they engaged?
  • Sales Strategy by client
  • Last Contact

You can take this template, add your company details added in and add or remove any columns so it is custom for your business.

These can form part of a large sales strategy and be used as examples when training a sales team.

Benefits of having a Sales tracking template excel

  • Increase income
  • Keep Sales Team Accountable
  • Identify objections & track their progression
  • Know who is being contacted & when

Your entire sales team, and sales managers will all benefit from the structure that this sales tracker template will provide. It is simple to roll out and can be used by all level of sales team member.

If you have been looking for a simple and effective sales tool to increase your company sales simply and quickly we recommend this excel sales tracking template. Our sales tracker template is compatible with Microsoft Excel or Google Sheets.

How to use our sales target tracking excel template

The template is a Microsoft Excel document and is ready to download and edit immediately.

Once purchased, wait a few moments while it creates your download, and you can then download when the ‘DOWNLOADS READY’ box appears. You will also receive an email with the downloads so you can access them later.

Customise the template with your business name and logo. You can also change the theme template to update the colour profile to match your corporate colours. 

Read through every section and customise to your business. If something is not relevant, simply delete it. And of course, you can add any additional sections as you require.


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