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Use this excel template as the sales tracking tool
It makes sense to not spend the dollars when you need to track only handful of sales deals in the early stage of your business. Just download this free sales tracking template and hit the ground running.
Start by adding your existing and new sales deals into the excel spreadsheet. It has a great starter layout which lets you track contact names, deal amount, sales stage, account owner, etc. You can easily customize the sales pipeline stages and forecasting models to your needs.
The template’s reporting sheet generates useful sales insights as you continue tracking more deals. Know how many deals are in each stage of sales pipeline, how much revenue they could generate, and how many deals each salesperson is working on.
Is the template falling short for your needs?
The business is ramping up and you are looking to replace the free sales tracking template – Maybe, with an easy-to-use and affordable sales CRM that could not only let you track sales but also the sales activities and all customer interactions – checkout Sales Tracking Software from Salesmate.