Free template for sales reps
Calls, conversations, meetings, proposals and deals for each day of the week, next to the targets, with the week's totals and your own rates at the bottom. Download it for Excel or Word, or copy it. Free, no sign-up.
A busy week and a productive week feel the same until Friday. This tracker is one grid, with the activities down the side, the days across and the target at the start of each row. Put the day's count in before you log off, and by Wednesday you can see which row is behind while there are still two days to close it.
Week of: ______ Month's target: ______
| Activity | Target | Mon | Tue | Wed | Thu | Fri | Total | Difference |
|---|---|---|---|---|---|---|---|---|
| Calls | ||||||||
| Conversations | ||||||||
| Meetings booked | ||||||||
| Meetings held | ||||||||
| Proposals sent | ||||||||
| Deals closed | ||||||||
| Follow-ups sent | ||||||||
| Referrals asked for |
Calls per conversation: __ (calls divided by conversations)
Conversations per meeting booked: __
Meetings held per proposal: __
Proposals per deal: __
The row furthest behind: ______
What I'll do on Thursday and Friday to close it: ____________
The best day this week, and why: ____________
Targets for next week: ____________
Counts from memory run high, so fill in each day before you log off.
Three days in, each row should be at about three fifths of its target.
| Activity | Target | Mon | Tue | Wed | Thu | Fri | Total | Difference |
|---|---|---|---|---|---|---|---|---|
| Calls | 60 | 14 | 9 | 10 | 15 | 14 | 62 | +2 |
| Conversations | 18 | 4 | 3 | 3 | 5 | 4 | 19 | +1 |
| Meetings booked | 5 | 1 | 0 | 1 | 2 | 1 | 5 | 0 |
| Meetings held | 4 | 1 | 1 | 0 | 1 | 1 | 4 | 0 |
| Proposals sent | 2 | 0 | 1 | 0 | 0 | 1 | 2 | 0 |
| Deals closed | 1 | 0 | 0 | 0 | 1 | 0 | 1 | 0 |
| Follow-ups sent | 25 | 6 | 5 | 4 | 6 | 5 | 26 | +1 |
| Referrals asked for | 5 | 1 | 0 | 0 | 2 | 2 | 5 | 0 |
In her Wednesday check, the row furthest behind was referrals asked for, at 1 of 5, so she asked every customer she met on Thursday and Friday.
By Wednesday she had 33 calls of 60 and 1 referral ask of 5, and Thursday and Friday added 29 calls and 4 asks. Her rates came out at 3.3 calls per conversation, 3.8 conversations per meeting booked, 2 meetings per proposal and 2 proposals per deal.
The grid stays the same, while the rows and the people change.
One tracker per rep, and on Friday you add the Total columns into one sheet or use the sales leaderboard template.
Swap calls for visits, and add a row for new doors knocked.
Keep four trackers and add up the four Total columns on the last Friday.
Add a row for quotes sent and one for invoices chased.
Add a row for enquiries answered, and a second for how many got an answer within the hour.
The template is free. ActivityTracker, the app we make, is paid, and because you log each call, meeting and deal in one tap, your day adds up by itself and your manager sees the week as it happens.
The template is free to use, and the app is paid and counts your week as you log it.