Effectively managing and utilizing sales data is essential to helping your business grow and generate more income. Especially when it comes to your team’s sales activities. As a sales leader, you are probably constantly bombarded with sales data, from the quantity of prospecting emails your team sent out the week prior to the number of deals that have closed thus far this month, and everything in between.
Even if you currently don’t have sales software to track it for you, using spreadsheets in Microsoft Excel is still one way to organize your sales data, visualize the data, track activity, and get a bird’s-eye view of your team’s progress toward sales goals. You can assess the effectiveness of your sales process, identify potential bottlenecks in your sales funnel, and more with the aid of sales spreadsheets. One of the best ways to begin organizing your sales data more effectively is by using Excel spreadsheets. But as your group and business develop and grow, you’ll require tracking software that automates the procedure.
15 sales activity trackers
Companies typically use spreadsheet templates to fill out pertinent information or specialized software to track their sales activity. Consider these sales activity tracker spreadsheet templates and software applications:
Spreadsheet templates
Use the following spreadsheet templates to track different facets of your company’s sales activity:
An organization can get a snapshot of its sales pipeline for each quarter with the aid of a sales pipeline tracker spreadsheet. It is helpful when attempting to assess the efficacy of an existing sales strategy or when predicting upcoming sales. The spreadsheet includes information on the company’s clients, the sales representatives responsible for each account, specifics on each ongoing deal, and data on where each prospect is in the sales pipeline. It covers all four quarters.
This spreadsheet can assist tech companies in keeping track of publications with a tech focus that may cover some of their work and disseminate it to the general public. For businesses looking to use media outlets to market their goods and public relations campaigns, it may be crucial. Columns in the spreadsheet contain basic information about tech publications, such as their name, website, description, and contact information, as well as details about their social media presence and user engagement.
This spreadsheet assists the sales and sales support teams in monitoring all of their email outreach to potential clients. This spreadsheet is helpful for both employees and sales managers, who can use it to evaluate each team member’s performance and capacity for email-based customer acquisition.
The columns each correspond to a week, and the rows provide summary data on an employee’s email activity. They display how many sales emails they send each week, how many new prospects they find through those emails, how many calls they make to each prospect, and what proportion of emails and calls result in a sale.
All the steps a person takes before becoming a client of an organization are represented by a sales funnel. The sales funnel template gives sales teams a visual representation of their activities, including the number of prospects who are currently at each stage of the funnel and other pertinent data unique to each company. By making it simpler to visualize and calculate the likelihood that a prospect will convert into a paying customer at each stage of the process, businesses can use this template to assess how effective they are at attracting new customers.
Sales development representatives (SDRs), who work in the sales or marketing departments, are responsible for reaching out to potential customers, providing them with a general overview of the company and the goods they sell, and scheduling meetings with sales representatives. This spreadsheet aids team leaders in evaluating their subordinates’ performance as well as SDRs in planning their daily schedule and keeping track of their tasks. The workday’s activities are covered by the template spreadsheet, which also provides an hourly breakdown of all activities and the desired sales development-related outcomes for that day.
This template assists salespeople in keeping track of their calls and moving prospects along the sales pipeline. Each spreadsheet displays details about a single prospect, such as their name, the companies they work for, the caller’s goals in contacting them, a calendar of potential follow-up meetings, and some topics of conversation that might persuade the prospect to do business with the selling company. Utilizing sales call planners can help all salespeople stay organized and know how to speak with each prospect on the phone.
This spreadsheet aids sales managers in monitoring the activities of their representatives. Each salesperson’s weekly activity is displayed, and it is compared to the desired results for each stage of the sales funnel. The number of calls, the number of conversations that each call generated, the number of opportunities these conversations generated, and the number of sales that came from those opportunities are all displayed in separate columns. Sales managers and their teams can track their progress and identify the weak points in their sales funnel by displaying these metrics over a sustained period of time.
Sales managers can use this document to keep track of their agreements with each sales representative and ensure that everyone on the team is aware of their pay scale. A spreadsheet with details about the sales representative’s position within the company, annual sales quota, base salary, and commission structure is presented after an introduction that includes the names of the company and the sales representative. It may also contain additional information about their compensation arrangement, such as the frequency of commission payments and additional sales incentives.
What is a sales activity tracker?
In order to track and manage all pertinent data regarding sales processes and find opportunities to boost sales, organizations and professionals can use a sales activity tracker. It is typically simpler for team leaders to analyze the sales process and identify areas they can improve when they have data like sales figures, contacts, salesperson quotas, past deals, and other key metrics in a single location.
With a sales activity tracker, you can monitor two primary categories of activities:
Qualitative activities
These activities provide a comprehensive view of how a company’s consumers view its brand and goods or services. They make an effort to evaluate objectives and outcomes that are challenging to measure due to the relative subjectivity of traditional metrics. Some common qualitative activities are:
Quantitative activities
These activities assist salespeople in setting goals and include quantifiable information, such as new contacts and sales opportunities, profit and revenue rates, and the capacity of the company to keep its current clients. By monitoring these activities over a predetermined time period, an organization’s stakeholders can evaluate the performance of their sales team and, if necessary, take action to improve it. Some common quantitative data points are:
Sales activity tracking software
To monitor the activity of your sales representatives, think about using the following software applications:
1. Salesflare
By compiling information from numerous sources, including emails, phone calls, social media, and calendars, this app can automatically keep track of all interactions with sales leads and customers. It examines the data it receives and sends alerts when it determines that a particular action is required. Additionally, it offers helpful data on the sales process to sales professionals.
2. Zoho CRM
Customers can access a wide range of tools through this customer relationship management (CRM) software application to monitor their sales activity. Each dashboard can be customized to meet the specific needs of each organization, and the software uses the data it collects to produce pertinent charts, analytics, trends, and sales forecasts. Additionally, it has a gamification feature that lets sales managers organize sales competitions between representatives to reward their sales teams.
3. Copper
This CRM tool offers information that can be used to enhance the effectiveness of the sales funnel by helping users analyze how each new lead progresses through it. One of its best features is how simple it is to use, as it enables sales representatives to manage all of their sales-related tasks from a single location, including calls, emails, and files. Additionally, it enables users to automate some monotonous tasks, such as registering a lead’s contact information after they call or email a representative.
4. Skynamo
This app assists sales managers in keeping track of agents who spend a lot of time pursuing leads away from the office. It provides a GPS feature that provides real-time location information for each sales representative and automatically generates pertinent statistics, such as how much time they spend with each client. Additionally, it can generate insights into the performance of the team using the statistics it compiles over a longer time frame.
5. Nutshell
Due to the fact that this sales tracking platform uses the data it collects to produce incredibly detailed reports, it can be helpful for both sales representatives and their managers. It assists sales representatives by providing them with thorough data on how their performance thus far compares to their quota and can also enable them to learn how to increase their sales figures. It can also produce a team-wide activity report, which aids sales managers in understanding the tasks occupying their staff members’ time and how their efforts relate to outcomes.
6. EngageBay
This software tool’s intuitive user interface and numerous integration possibilities make it especially beneficial for small business owners. Additionally, it enables users to automate numerous tasks and monitor each sales representative’s progress in completing their assignments. Additionally, it has built-in features like call script integration, SMS and phone support, email auto-reply templates, and business analytics tools.
7. Pipedrive
Sales representatives can track and manage deals that take longer than usual to complete with the aid of this sales tracking app. When a potential deal takes too long to close, it sends a notification, giving the salesperson the option to change their approach or abandon it and use their time for other tasks. Additionally, it has common software functions like task automation, contact management, and customizable pipeline management tools.
Example of using an activity tracker
Take into account the following illustration of a salesperson using the sales call planner template to record their interactions with prospects:
Please note that Indeed is not affiliated with any of the businesses mentioned in this article.
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FAQ
How do you track sales activities?
- Number of Leads Created.
- Number of Calls Made.
- Number of Emails Sent.
- Number of Follow Ups.
- Number of Social Media Connections.
- Number of Logged Visits.
- Number of Conversations.
- Number of Discovery Call Summaries.
How do you track daily sales?
Create a spreadsheet to track sales at your convenience store. Create a column for each day of the week. Enter the amount from each sale into the spreadsheet using the daily sales receipts. Select a specific day’s column and select “Formulas” or a comparable command in your software.
How do you keep track of sales in Excel?
The goal of sales tracking is to track and analyze every step of your sales process so that you can improve it. This includes the rate at which deals move through the pipeline, the length of the sales cycle, the win rate, and the number of leads that are followed up on.
What do sales trackers do?
The goal of sales tracking is to track and analyze every step of your sales process so that you can improve it. This includes the rate at which deals move through the pipeline, the length of the sales cycle, the win rate, and the number of leads that are followed up on.
