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2. Sales tracking spreadsheet It's ideal if you want to track individual transactions or categories. You can enter data manually or use autofill features to save time. 3. Order tracking spreadsheet ...
Courtesy of Influence & Co. The team created their own Key Performance Indicator (KPI) spreadsheet, to set goals each year, track monthly and quarterly progress, and identify weaknesses along the way.
Another common type of sales tracking template is the Activity log. An Activity log is a detailed record of all sales activity, including customer information, product information, and deal details.
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