![]() ![]() ![]() It can help track down lost deals, understand customer behaviour and more. It's useful for tracking projects, deadlines and other activities requiring sequential execution.Īctivity log: This is a detailed record of all sales activity, including customer information, product information and deal details. Gantt chart: This is a type of timeline that shows the progression of tasks or events over time. 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 in case you have any questions. Once everything is set up, it's time for some report creation. Once you have a template, read the instructions and get familiarised with the fields requiring data input. It can be difficult to track sales figures and progress without the right tools. Several different sales tracking templates are available online, but which one is right for your 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. Sales tracking is an essential part of any business. It could be easier than you think as Excel has plenty of tools, including handy templates, to help businesses stay on top of their game. But what if there was an easy way to manage all of that in one place? ![]() There are many complicated ins and outs of running a business and keeping track of your sales, customers, projects and deadlines are just some of them. ![]()
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