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Sales Tracking Template for Small Business

Develop, track, and manage your pipeline to directly increase sales and build your business with this sales metric and conversion tracker.

Download Your Free Excel Sales Tracker Template

Convert your macro sales goals into reality with this small business sales tracker

At any stage of your business, your success is highly dependent on the success of your sales.

One of the most common challenges for small businesses is the inconsistency of sales. Building a process is the first step; next is tracking your process and then forecasting into the future.

Sales forecasting allows you to estimate future sales using actual data so you can make informed business decisions and predict short-term and long-term performance.

When you have all of your data in one place, it easy to see how well your sales process is working, which tactics are converting, and which levers you can pull to increase revenue.

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How our sales tracking spreadsheet can help your business?

The only way to know whether or not your process is working is by tracking your activity. Tracking and assessing results will help you determine how to alter your process to convert more leads into sales. It will provide valuable insight on how to fill the funnel’s front end to get the desired outcomes at the end of the funnel.

With our conversion tracker, you can:

  • Create a macro view of your sales forecast
  • Develop a monthly tracker to help you adjust and execute each month
  • Work on a weekly tracker to guide you in allocating the time needed to hit your goals
What to expect from this tool

What to expect from our sales tracking spreadsheet?

One of the most common changes for small businesses is the inconsistency of sales. Building a process is only the first step. Next is tracking your process and then forecasting into the future.

The Sales Metric and Conversion Tracker is designed to help you and your sales team learn how to forecast the coming months of revenue, identify which lead tactics are converting, and find the levers that will help you increase conversion and revenue.

The tool is broken into three parts: a macro view of your sales forecast, a monthly tracker, and a weekly tracker.

Download Your free excel sales tracker template
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Download Your Free Excel Sales Tracker Template

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