Download free excel template for tracking and monitoring sales activities in your business or at your client’s business. This template is useful for sales managers, personnel and professionals.
A salesperson can use these free sales related excel template to keep track of their sales activity for a given week against a goal. Simply enter amounts into customizable sales buckets for specific days. Also, you’ll be ready to report to your boss at the end of the week. For reporting you can always use simple and creative presentation templates.
Importance of tracking sales activity
Tracking weekly sales activity can be important for a number of reasons. Some of the benefits of tracking weekly sales activity include:
- Identifying trends: By tracking sales activity on a weekly basis, you can identify trends in your sales patterns. This can help you understand which products or services are most popular, and which are not performing as well.
- Setting goals: Tracking weekly sales activity can help you set realistic goals for your business. For example, if you notice that you typically make a certain amount of sales each week, you can set a goal to increase that amount by a certain percentage.
- Improving performance: By tracking weekly sales activity, you can identify areas where your sales could be improved. For example, you may notice that sales are slow on certain days of the week, or that certain products or services are not selling as well as others. By identifying these areas, you can take steps to improve your sales performance.
- Making informed decisions: Tracking weekly sales activity can also help you make informed decisions about your business. For example, if you notice that sales are consistently low on certain days of the week, you may want to consider changing your business hours or offering promotions to boost sales.
Overall, tracking weekly sales activity can be a valuable tool for understanding your business and making informed decisions to improve performance.
Download and use weekly sales activity excel template
Now, let us understand how to download and use this free excel template.
To use this free weekly sales activity, excel template, you should have Microsoft Office/ Microsoft Excel installed in your system.
After installing Excel or Spreadsheet, download the zip file of this template, extract the template using WinRAR or 7Zip decompressing software. Once extracted, you can open the file using Excel and start entering data or customizing the template.