Free template for sales managers
Eight sales dashboards, each with the question it answers and the five or six numbers it needs, plus a free KPI dashboard to fill in each week. Download it for Excel or Word, or copy it. Free, no sign-up.
A dashboard with thirty charts gets looked at once. The ones that stay open answer a single question each, like whether this week is on pace, which deals need a push or who needs a hand. Every example below is a list of numbers you can copy, and the template puts the ones most teams need on one page that you update on Monday and check again on Wednesday.
"Is my week enough?"
Calls, meetings booked, proposals and deals against this week's target, and the rep's open pipeline.
"Who needs a hand this week?"
Each rep's calls and meetings against target, deals quiet for 14 days, the team's month so far.
"Is the work happening?"
Calls, conversations, meetings booked and follow-ups, by day and by rep.
"What will close this month, and what's stuck?"
Open deals by stage, value and weighted value, deals with no next step, deals that went quiet.
"Who's ahead, and who moved up?"
Points for calls, meetings and deals, each rep's rank, the most improved.
"Will we hit the month?"
Revenue closed against target, working days left, revenue a day needed, the weighted pipeline.
"Which listings and buyers need us this week?"
Viewings, offers made, offers accepted, new listings, deals closed.
"Is this week's prospecting on pace?"
Appointments set, first meetings, closing meetings, new clients, referrals asked for.
Week of: ______ Updated: ______ Month's target: ______
| Number | Target | This week | Last week | Change | On pace |
|---|---|---|---|---|---|
| Calls | |||||
| Conversations | |||||
| Meetings booked | |||||
| Meetings held | |||||
| Proposals sent | |||||
| Deals closed | |||||
| Revenue closed | |||||
| Pipeline added |
Revenue closed this month: ______
Working days left: __
Revenue a day needed: ______ (what's left of the target divided by the days left)
Calls per meeting booked: __
Meetings per proposal: __
Proposals per deal: __
Average deal: ______
Behind on activity: ____________
Behind on meetings: ____________
One deal to help close this week: ____________
Keep the numbers few, give each a target and read them on the same days every week.
Monday sets the week, and Wednesday is when you can still change it.
| Number | Target | This week | Last week | Change | On pace |
|---|---|---|---|---|---|
| Calls | 300 | 276 | 251 | +25 | Behind |
| Conversations | 90 | 94 | 80 | +14 | Yes |
| Meetings booked | 30 | 27 | 24 | +3 | Behind |
| Meetings held | 24 | 25 | 22 | +3 | Yes |
| Proposals sent | 12 | 13 | 9 | +4 | Yes |
| Deals closed | 5 | 4 | 5 | -1 | Behind |
| Revenue closed | $50,000 | $41,500 | $52,000 | -$10,500 | Behind |
| Pipeline added | $120,000 | $134,000 | $98,000 | +$36,000 | Yes |
Revenue closed this month is $164,000 with 3 working days left, so the team needs $12,000 a day. Sam is behind on activity with 38 of 60 calls, Grace is behind on meetings with 2 of 5, and the deal to help close is Northgate Print, $12,000, with Priya.
The month adds up: $200,000 - $164,000 = $36,000 left, and over Monday 28, Tuesday 29 and Wednesday 30 September that's $12,000 a day.
The template is free. ActivityTracker, the app we make, is paid, and when your reps log calls and meetings in one tap, the week's rankings post to your team's group chat and each rep's check-in shows their numbers next to last week's targets.
The template is free to use, and the app is paid and fills in your team's numbers as they log.