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Salesman Target Tracking Template

4.67 (10 reviews)

Excel spreadsheet template to track and measure the salesman performance, target realization rates, sales metrics and KPIs of sales people.


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A sales target is a goal set for a salesman measured in revenue or units sold for a specific time. Setting up sales targets help keep you and your sales team focused on achieving your goals. Measuring realization of sales targets in a right way is as important as setting them. Hence, we have prepared Someka Salesman Target Tracking Excel Template for this purpose.

All you should do is as following:

  • Open the database sheet
  • Set target for each salesman
  • Put actual sales data for each salesman

Salesman Target Tracking Template Features:

The template is constructed by 2 main sections:



Dashboard will summarize and visualize performance of both individual sales rep in your team and total realization team closed.  So in the first table, you can select the desired Sales Rep you would like to analyze and once you select all charts below will be updated automatically.


According to the Sales Data you input in Database, Team Summary Dashboard will present Team Monthly Performance, Actual Sales Shares, Sales Realization Rate of each sales rep and Team Year Total Realization along with Target and Actual Sales results.


Since Targets and Actuals are being managed at “Database” section in this sales performance tracker Excel template, if you want to input new data, just click on the button on the header.


Database is a section which you can add your Sales Rep and input their monthly target and actual sales. Names you type in the Actual table are connected with formulas and taken from the Sales Targets table above. If you are going to add more team member you can expand the table to 30 rows by clicking on “+” sign. You can add up to 30 Sales Reps in the table.


Each month, just update the actual sales of team members and send them the new status. This report is really hassle-free!

Features Summary:

  • Professional Sales Performance Tracker Excel Template
  • Dashboard with summary charts or individual selection
  • Ready-to-use for presentations
  • Separate database section for keeping records
  • Full Print Ready
  • Works on both Windows and Mac
  • Compatible with Excel 2010 and later
  • No installation needed. Ready to use.

This Sales Tracking Template is ready-to-use Excel Template and as is. If you need customization on your reports or in need of more complex templates, please refer to our custom services.


Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.



10 reviews for Salesman Target Tracking Template

  1. Doreen

    I recently purchased the Salesman Target Tracking spreadsheet and graphs. I would like to know if we can also get monthly and quarterly summaries. This only has a yearly realization % and we need to have that for each month and each quarter.
    Is that possible to do?

    • Someka

      Hi Doreen, thanks a lot for your review! The existing salesman tracking template has been created to show the “yearly realization” results and analysis. However, if you want to see a quarterly and monthly analysis, you need more adjustments and calculations. You can have a look at our Hire Excel Expert page if you want us to do it for you. Hope that helps!

  2. Randy Hurtado

    I downloaded the sales tracker spreadsheet but is it possible to create the same also allows me to compare year over year performance? For example, I can compare 2020 performance to 2021?

    • Someka

      Hi Randy,

      Thanks a lot for your comment! For now, you can not compare the performance of different years on the existing Salesman Tracking Template. But, we have noted this to take into account in the future updates!

      Best wishes,

  3. buhari news

    Thank you ever so for you creating this template. Much obliged!

  4. Thersia Taylor

    Hi I purchased this Sales Tracking Template. It shows the total sales for the month which is great. What I need more in the template is when we pay commissions at the end of each month to the Reps we cannot pay them the commission on an outstanding invoice. So I would also need a statement that shows each rep’s commission % as well as invoices paid and invoices outstanding. Can we also add this feature?

    • Someka

      Hi Thersia,
      First of all, thanks for your time to spend to write a review!
      If you want to add a feature that will show the commission rate in the template, it requires customization. To learn more about our custom process process you can have a look at this page: Custom Services

  5. Wayne Md

    The template is so easy to start working with right away and customer service is helpful, I was really shocked because there are a few reviews about it.

  6. ahmed awwad

    Quick and easy, second time purchasing with them. Communication is great.

  7. Max Bernard

    It would be great if I am able to pull my data from another internal system. Manual input is time consuming but in general great visual graphics!

  8. Luis_Sh

    They’ve already thought everything for my sales team.

  9. J MATT W


    • Someka

      Hi John,
      Thanks for your purchase.
      You can find the password to unlock the workbook in the email you received.
      Let us know if that helps.

    • J MATT W

      I got that, but there’s no way to add a sheet. Meaning it doesn’t show all the tabs and the ability to add/move another. Can you help.

    • Someka

      Ok. Please follow this: options -> advanced -> show sheet tabs -> check the box
      You can also see here:

    • J MATT W

      Thank you. I’m a novice so this helps tremendously.

  10. Anthony Grant

    Working well for us but — How do I change from US$ to KWD (Kuwaiti Dinars)? I have done this in the cells of Target and Actual and it works. But the Dashboard still shows US$?

    • Someka

      Hello Anthony! You can easily change the default currency, it just requires a few steps to take which is pretty easy.

      – First of all, show your headings on the dashboard. For doing this: I can’t see column headings. How to display them?
      – After that, you will see some hidden columns from Z to AP, select these columns and unhide them.
      – There are 2 tables contain variables of the dashboard so you change the currency of these columns by holding down Ctrl + 1 and opening Format Cells.

      Hope this has clarified things up to you, if you still have some questions just let us know!

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