Free Sales Tracking Template

Need to start tracking sales but not looking to spend money on CRM software? This free sales tracking template is created to do just that.

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.

Try Salesmate For Free

Salesmate is the better, faster, and cheaper way to automate sales tracking.

Manage leads and contacts

Turn opportunities into actual revenues by systematically managing your leads and contact database.
Track your sales opportunities

Don’t miss an opportunity; track a potential business from start to close.
Automatically log sales activities & tasks

Automate all your sales process; automatically assign tasks and follow up with your clients using this smart technology.
Improve your sales with reports

Measure your effectiveness and track the loopholes with well-researched reports.

Manage leads and contacts

Turn opportunities into actual revenues by systematically managing your leads and contact database.
Track your sales opportunities

Don’t miss an opportunity; track a potential business from start to close.
Automatically log sales activities & tasks

Automate all your sales process; automatically assign tasks and follow up with your clients using this smart technology.
Improve your sales with reports

Measure your effectiveness and track the loopholes with well-researched reports.

Not enough? Here is more

Simple drag-n-drop interface

Track Sales from
Mobile Devices

Built-in
email & calling

Affordable -
starting at $12/month

Happy & Growing Customers

Solid CRM for small business looking for an easy to use, yet impactful CRM

Mike Barugel

Founder

Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.

Ian Ray

CTO – Airshark

We can see our pipeline, including the sales process stages and the dollar volume at each stage. Since our inception 90 days ago, our pipeline has grown 100%

Jacqui Sabo

Vice President - Faciliteq