# The Ultimate Excel Sales Tracking Templates For Businesses
Author:  Pal Sinha, Barnali 
Author URL: https://financedigest.com/author/pal-sinha-barnali
Published: 2023-02-27
Category: FINANCE
Category URL: https://financedigest.com/category/finance
Meta Title: Best Excel Sales Tracking Template: Detailed Analysis &
Meta Description: Discover the top Excel sales tracking templates and choose the right one for your business needs. Update and improve your sales tracking today!
URL: https://financedigest.com/the-ultimate-excel-sales-tracking-templates-for-businesseshtml

![undefined](https://prod.superblogcdn.com/site_cuid_cm5qst7v3003gwirgwqtxn8i8/images/the-ultimate-excel-sales-tracking-templates-for-businesses-1736814413000-compressed.jpg)

Sales tracking is an essential part of any business. Not only do you need to know where your money is going, but you also need to track progress and make adjustments as needed. Several different sales tracking templates are available online, but which one is right for your business?

In this post, we’ll look at the most popular of [an excel sales tracking template](https://www.gong.io/content/sales-tracking-template-excel/) and provide a detailed analysis of each one. From there, we’ll help you [choose the perfect template for your business](https://www.financedigest.com/tips-for-choosing-the-right-chief-finance-officer-for-your-business.html "Tips for Choosing the Right Chief Finance Officer for Your Business"). So whether you’re just starting or using the same template for years, this post will help you update and improve it.

**What is a Sales Tracking Template?**

Sales tracking is a key part of any [business and can be difficult to manage](https://www.financedigest.com/four-reasons-whycloud-based-inventory-management-is-important-for-your-ecommerce-business.html "Four reasons whycloud-based inventory management is important for your ecommerce business") without the right tools. A sales tracking template is a great way to [keep](https://www.financedigest.com/auditing-in-cyber-how-organisations-can-keep-track-of-their-data.html "AUDITING IN CYBER: HOW ORGANISATIONS CAN KEEP TRACK OF THEIR DATA") track of your sales figures and progress over time. There are many different templates available online, so it’s important to find one that fits your needs. Here are some [things to consider](https://www.financedigest.com/4-things-to-consider-before-buying-your-dream-car.html "4 Things To Consider Before Buying Your Dream Car") when choosing a sales tracking template:

01. What type of [data do you need](https://www.financedigest.com/three-reasons-finance-professionals-need-get-grips-big-data.html "Three reasons why finance professionals need to get to grips with big data") to track?
02. Is daily or weekly reporting preferred?
03. What kind of [reports do you want to generate](https://www.financedigest.com/harmonic-generators-market-projected-to-discern-stable-expansion-during-2021-2031-fact-mr-report.html "Harmonic Generators Market Projected to Discern Stable Expansion during 2021-2031: Fact.MR Report")?
04. Is budgeting information required?
05. How sophisticated do you want the report features to be?
06. Do you have any special formatting requirements for the data fields?
07. How many computer resources will the template require?
08. Are any customizations you want to be made specifically to the template?
09. Is a [support team](https://www.financedigest.com/neyber-brings-on-board-james-malia-to-leadership-team-to-support-employers-success-in-driving-employee-financial-resilience-goals.html "Neyber brings on board James Malia to leadership team to support employers’ success in driving employee financial resilience goals") available to assist with using the template?
10. Once you’ve selected a template, read through the instructions provided to [familiarize you with how it works and what fields are required](https://www.financedigest.com/a-new-vision-for-grant-management-requires-familiar-it.html "A new vision for grant management requires familiar IT") for inputting data. Then start filling in your data into the appropriate field(s). Once everything is set up, it’s [time for some report](https://www.financedigest.com/sun-realm-switches-complicated-spreadsheet-reporting-for-ground-breaking-insight-solution-generating-time-savings-of-over-30.html "Sun Realm switches complicated spreadsheet reporting for ground breaking Insight solution generating time savings of over 30%") creation!

The templates typically provide detailed guidance on how to create various types of reports, so be sure to follow along closely or contact the support team if you have any questions

**Types of Sales Tracking Templates**

[Businesses can use a few different types](https://www.financedigest.com/types-of-business-partnership.html "Types of business partnership") of sales tracking templates to keep track of their sales progress.

One popular type of sales tracking template is the Gantt chart. A Gantt chart is a type of timeline that shows the progression of tasks or events over time. This template type is useful for tracking projects, deadlines, and other activities requiring sequential execution.

Another common type of [sales tracking template is the Activity](https://www.financedigest.com/most-sales-and-marketing-teams-struggle-to-activate-data-in-their-organisation-according-to-new-international-study.html "Most Sales and Marketing teams struggle to activate data in their organisation, according to new international study") log. An Activity log is a detailed [record of all sales](https://www.financedigest.com/truck-maker-volvo-posts-record-q1-as-sales-margins-beat-forecasts.html "Truck maker Volvo posts record Q1 as sales, margins beat forecasts") activity, including customer information, product information, and deal details. This template can help track down lost deals, understand customer behavior, and more.

Sales Forecasting templates can also help [businesses predict](https://www.financedigest.com/disruption-and-innovation-four-predictions-for-the-business-landscape-in-2016.html "DISRUPTION AND INNOVATION – FOUR PREDICTIONS FOR THE BUSINESS LANDSCAPE IN 2016") future sales activity based on past trends. These templates allow [businesses to plan](https://www.financedigest.com/copa90-owner-bigballs-media-lands-stellar-global-business-leaders-to-drive-ambitious-expansion-plans.html "Copa90 owner Bigballs Media lands stellar global business leaders to drive ambitious expansion plans") inventory levels and marketing strategies, helping them increase their bottom-line potential.

**How to create a Sales Tracking Template in Excel?**

Sales [tracking is essential to running a successful business; it can take time to track sales data manually](https://www.financedigest.com/5-fx-metrics-your-business-should-be-tracking.html "5 FX METRICS YOUR BUSINESS SHOULD BE TRACKING"). A good sales [tracking template can help you keep](https://www.financedigest.com/will-mays-new-minister-percy-keep-the-northern-powerhouse-on-track-post-brexit.html "WILL MAY’S NEW MINISTER PERCY KEEP THE NORTHERN POWERHOUSE ON TRACK POST BREXIT?") tabs on your sales figures and make it easier to analyze your performance.

Many different templates are available for tracking sales, but these five are some of the best options for Excel.

1. [Sales Forecasting](https://www.financedigest.com/ferragamo-sales-beat-forecasts-in-h1-despite-slowdown-in-china.html "Ferragamo sales beat forecasts in H1 despite slowdown in China") Template

This template helps you predict how much revenue you’ll generate over the next [period based on past sales](https://www.financedigest.com/uks-wetherspoon-posts-13-1-rise-in-sales-for-25-wk-period.html "UK’s Wetherspoon posts 13.1% rise in sales for 25-wk period") data. It includes graphs and tables that make it easy to [see patterns in your sales](https://www.financedigest.com/switzerlands-clariant-sees-slight-sales-drop-in-2023.html "Switzerland’s Clariant sees slight sales drop in 2023") data.

2. Sales Tracking Spreadsheet

This spreadsheet is perfect if you want to track individual transactions or categories. You can enter [data manually or use auto-fill features to save](https://www.financedigest.com/investing-in-a-first-party-data-strategy-can-save-the-day-for-retailers.html "Investing in a first-party data strategy can save the day for retailers") time.

3. Order Tracking Spreadsheet

This spreadsheet allows you to [track orders from beginning to end](https://www.financedigest.com/shanghai-finds-cases-after-five-days-of-zero-covid-but-end-of-lockdown-on-track.html "Shanghai finds cases after five days of ‘zero COVID’ but end of lockdown on track"), including information like product ID, quantity sold, and price per unit. It is helpful if you sell [products online or through other remote](https://www.financedigest.com/the-psychology-of-long-term-remote-working-productivity-vs-inclusivity.html "The psychology of long-term remote working: Productivity vs. Inclusivity") channels.

4. Chart of Accounts Template

This Excel template enables you to keep [track of all your expenses](https://www.financedigest.com/the-flexible-working-revolution-is-here-so-why-arent-you-tracking-expenses-on-the-go.html "‘The flexible working revolution is here – so why aren’t you tracking expenses on the go?’") by category and by month. It helps you identify areas where you’re [spending too much money](https://www.financedigest.com/student-finances-exposed-how-do-they-really-spend-their-money.html "Student finances exposed: How do they really spend their money?") and makes budgeting more manageable.

5. [Sales Forecasting](https://www.financedigest.com/sales-forecast-of-ceramics-market-analysis-and-forecast-report-till-2029.html "Sales Forecast of Ceramics Market , Analysis, and Forecast Report till 2029") Template with Charts

This template includes charts that help you visualize your [data and make more informed decisions](https://www.financedigest.com/survey-data-28-brits-say-brexit-sped-decision-buy-uk-holiday-home-year.html "Survey Data: 28% of Brits Say Brexit Has Sped Up Their Decision to Buy a UK Holiday Home This Year"). It includes information like monthly revenue and average order size.

**Conclusion**

If you’re [running a business](https://www.financedigest.com/ceo-riggs-eckelberry-of-originclear-discusses-the-power-of-intuition-in-running-a-successful-business.html "CEO Riggs Eckelberry of OriginClear Discusses the Power of Intuition in Running a Successful Business "), you need to track your sales. And if you’re not using Excel for sales tracking, you’re flying blind. In this article, we’ll look at some of the best Excel sales tracking templates available [online and show you how to put them to use in your business](https://www.financedigest.com/6-practical-tips-for-starting-an-online-business.html "6 Practical Tips for Starting an Online Business").

Whether you run an e-commerce store, are in the manufacturing industry, or want to keep tabs on your overall financial health and performance, these templates will help make tracking your [sales easier than ever](https://www.financedigest.com/uk-new-car-sales-rise-17-in-march-best-ever-month-for-evs.html "UK new car sales rise 17% in March; best ever month for EVs") and see where you can make improvements. So what are you waiting for? Download these templates today and start tracking your sales in style!


---
This blog is powered by Superblog. Visit https://superblog.ai to know more.
---