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