Sales tracker for small business
Run your team's sales week from a phone, not an Excel tab.
Your team logs calls and meetings in one tap. You see who's on pace from your phone, with no CRM to set up first.
30 minutes. You choose the day and the time.
- It counts what your team does: calls, meetings and deals won, not your takings.
| Name | Points | Calls | Meetings | Quotes | Won |
|---|---|---|---|---|---|
| Priya Nair | 43 | 18 | 4 | 2 | 1 |
| Daniel Tan | 27 | 21 | 2 | 0 | 0 |
| Farid Ismail | 23 | 10 | 3 | 1 | 0 |
| Wei Ling Goh | 4 | 4 | 0 | 0 | 0 |
A small team on This week, with made-up names. A call is worth 1 point, a meeting 3, a quote 4 and a deal won 5.
The Excel tab
Your sales tracker is an Excel tab somebody forgot
Somebody has to remember to fill it in, and that somebody is usually you, between your own calls. So it's a week behind, and you hear how the month went after it's gone.
01Set-up
Set it up around your team's own calls and meetings.
You know what your team does all day, so name it. A new team starts with nine tiles. Rename them to Calls, Meetings, Quotes and Won, set the points and switch off the rest. Send your team an invite link, and approve each person who asks to join.
- Undo a wrong tap
- It runs in the phone's browser
- CallsStarter tile, renamed1
- MeetingsStarter tile, renamed3
- QuotesYour own tile, added4
- WonStarter tile, renamed5
- Other starter tilesSwitched offOld entries keep their name and points
02The week
See who's doing what, at a glance.
You're selling too, so you need the week at a glance. The board ranks this week, last week, this month, this year or any dates, with each tile's count beside every name. Anyone with no entry for 3 days gets flagged. If you want it in a spreadsheet, download the CSV.
- Download the board, the activity feed or a summary
- See trends for up to six months
- The team53 calls, 9 meetings, 3 quotes, 1 won97
- Top of the boardPriya Nair43
- Wei Ling GohFlagged: no entry for 3 days4
03Goals
Set a weekly goal for each person, and see who's behind it.
Give each person a weekly goal in points, and each call they log moves them closer. One list shows you who's behind, so you know who to talk to. Their target stays between you and them, and the team sees points and rank.
- Leave and public holidays come off their target
- Send a nudge from the list
- Farid Ismail21 of 60 points this week21
04The group
Keep the week's numbers in the group chat you already read.
Last week's ranking can land in your Telegram or WhatsApp group: everyone by points, the biggest risers and who logged nothing. It starts switched off. An admin turns it on, and it goes out on Monday at 5pm unless you pick another day and hour.
- Your own tiles don't appear on its count line
Last week: 1 Priya Nair 37, 2 Daniel Tan 22, 3 Farid Ismail 17
Palby Sales Tracker, Mon 5pmBiggest riser: Farid Ismail
Palby Sales TrackerLogged nothing: Wei Ling Goh
Palby Sales TrackerNobody had to paste this
The fit
What this tracks, and what it doesn't
It's for a team of people who sell. It isn't a book of your sales.
| Tracked here | Not tracked here |
|---|---|
| Calls, meetings, quotes and deals won, as your team logs them | Daily takings, invoices and stock |
| Points and each person's weekly goal | Revenue in dollars for each deal |
| Who's quiet, and who's behind | Your customers and their contact details |
Goes well with
See your team's week before it's over.
Bring the Excel tab you keep now.
30 minutes. You choose the day and the time.
Before you drop the spreadsheet
What small businesses ask first
No. It tracks what your salespeople do, such as calls, meetings and deals won, and it doesn't record what each sale was worth.
It needs a team. A board with one name on it tells you nothing, and it won't suit someone selling alone.
No. Your team logs straight in, so there's nothing to connect. If you'd like to send entries from your own tools, there's an API.
Yes, on the same board as your team.
It runs in your phone's browser. Add it to your home screen and turn on alerts. There's no app to download from a store yet.
You'll meet some of its words. Your tiles, points and board use yours, but the weekly post's count line and a few screens keep insurance wording. We'll show you which ones on the walkthrough.
There's no public price for Palby Sales Tracker yet, so you'll get a price for your team on the walkthrough.