13 Free Sales Tracking Spreadsheets For Your Pipeline, Activities & Performance
To get the most out of your sales tracking templates, you don’t need complex, bloated spreadsheets. Basic Excel spreadsheets and docs can help sales leaders or reps improve their sales process immediately. These free sales tracking spreadsheets will help you plan your sales programs with more confidence, using data and outcomes over your gut.
### Sales Pipeline and Forecasting Templates
1. **Sales Hacker Pipeline Template**: A basic pipeline tracker spreadsheet that gives you a 10,000-foot view of your pipeline for each quarter. It can be used to generate your sales forecast, and adjust the weighting by the probability of each stage in the sales funnel.
2. **Pipeline Velocity Analyzer**: A spreadsheet to understand how small changes in your pipeline variables can impact your results. Pipeline velocity is a key sales metric.
### Sales Outreach and Email Templates
3. **Sales Hacker Press Release Outreach Spreadsheet**: A detailed overview of tech-focused press outlets to secure coverage and ensure successful PR efforts.
4. **Cold Email Sales Weekly Activity Spreadsheet**: A basic sheet to track the sales email system and build the foundation for tracking cold email prospecting efforts.
5. **Sales Hacker Sequence Builder**: A sheet to build a defined sales sequence, making sequence execution easier.
### Sales Activity Tracking Templates
6. **SDR Daily Attack Planner**: A doc to organize your daily plan of attack, structure outbound activities, and think through desired outcomes.
7. **Sales Activity Scorecard**: A sheet to forecast activity levels on a quarterly, monthly, and weekly basis to drive consistent outcomes.
8. **Sales Call Planner**: A doc to plan sales calls and improve results.
### Sales Management and Performance Templates
9. **Sales Manager 1-on-1 Coaching Planner**: A doc to get the most out of weekly meetings and coach sales reps effectively.
10. **Performance Improvement Plan (PIP)**: A plan to help underperforming reps improve their performance.
11. **SDR Performance Calculator**: A calculator to determine the right goals for SDRs and calculate their impact on top-line revenue.
### Sales Compensation Templates
12. **Sales Compensation Plan Worksheet**: A template to build a sales comp plan from the ground up, covering seniority levels, OTE, and modeling future compensation and commissions.
13. **Sales Compensation Plan Agreement**: A template to communicate the compensation plan to reps and ensure mutual commitment.
Key takeaways: These sales tracking spreadsheets are an excellent way to manage and evaluate your business. They teach salespeople how to keep track of sales, sales management, and sales performance evaluation. The sales pipeline and forecasting templates estimate incoming profit and are used for critical decision-making such as budgeting and hiring.