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Sales Target Tracking Excel Template

4.64 (12 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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TEMPLATE DESCRIPTION

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

All you should do is as follows:

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

Sales Target Tracking Template

Above all, the template basically has 2 main sections:

Salesman-Target-Tracking-Template-S00-1

Dashboard:

ّFirstly, the dashboard summarizes and visualizes the performance of both individual sales rep in your team and the total realization team closed. So in the first table, you can select the relevant Sales Rep you would like to analyze. Once you select all charts below will be updated automatically.

Salesman-Target-Tracking-Template-S01

According to the Sales Data you input in Database, Team Summary Dashboard presents 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. Furthermore, you may use the specific “top 3”, “top 5”, “top 10” and “top 15” filtering options to customize the ‘Sales Realization’ and ‘Actual Sales Shares’ charts.

Salesman-Target-Tracking-Template-S02

Adding new data to this sales performance tracker Excel template is as simple as clicking the button in the header to add new targets and actuals.

Database:

Secondly, the database is a section in which you can add your Sales Representative and input their monthly target and actual sales. To clarify, names you type in the Actual table are connected with formulas and taken from the Sales Targets table above.

In addition, if you are going to add more team members, you can expand the table rows by clicking on the “+” sign. You can add up to 100 Sales Reps in the table.

Sales-Tables-S03

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

Sales Target Tracking Template 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
  • No installation needed, ready to use
  • Works both on Mac and Windows
  • Compatible with Excel 2010 and later versions
  • Does not include any VBA code or macros

Salesman Target Tracking Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

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

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

12 reviews for Sales Target Tracking Excel Template

  1. Taryn

    please change chart type for me. I cant (actual sales share)

    • Someka

      Hi Taryn,

      Changing chart type is possible, after unlocking the premium version of the product with the password we sent.
      Just select the chart -> Go to Design Tab-> Click Change Chart Type. You will see all available charts for the data we’ve visualized and change the chart design as you see fit!
      Please see the image below.

      salesman_target_tracking_chart-type

      If you need help with customization or have technical questions such as how to customize template please feel free to get in touch with us at contact@someka.net

    • Taryn

      thank you but formulas or dashbord wil be broken. I’m nervous about changing things

    • Someka

      Hi Taryn,

      It does not lead to any accidental change.
      You can change the chart type.

  2. K.Lacey

    The sales realization chart is exactly what I want. I can see very clearly whether employees are close or far from their target.

  3. 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!
      Regards,

  4. 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,

  5. buhari news

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

  6. 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

  7. 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.

  8. ahmed awwad

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

  9. 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!

  10. Luis_Sh

    They’ve already thought everything for my sales team.

  11. J MATT W

    HOW DO YOU UNPROTECT THE ENTIRE WORKBOOK TO BE ABLE TO ADD ADDITIONAL WORKSHEETS? IT DOESN’T APPEAR THAT’S POSSIBLE, AS I’M TRYING TO GET EXTRA DATA INCLUDED.

    • 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:
      http://excelribbon.tips.net/T007359_Turning_Off_Worksheet_Tabs.html
      Regards

    • J MATT W

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

  12. 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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