Description

The All-In-One Sales Tracking Template from Besttemplates.com is a powerful, user-friendly solution for managing and analyzing your sales data. Perfect for small business owners, sales managers, or any professional who needs to track customer transactions efficiently, this template offers an easy way to monitor sales performance, product popularity, and revenue growth. It includes a series of integrated sheets that automate complex tasks, saving you time and reducing manual errors. Log customer and product details, track sales, and visualize key metrics all in one place.

Key Features:

  • Customer List Sheet: Log customer details, including name, contact, and state (selectable via dropdown). Total quantity purchased and total price are automatically calculated.
  • Product Details Sheet: Record product information, including name, cost, retail price, and add product photos.
  • Sales Transaction Sheet: Capture each transaction with auto-generated transaction IDs. Log dates, select customers and products from dropdowns, and the total price and retail price will automatically update.
  • Sales Dashboard: Get an overview of sales performance, including total quantity sold, total revenue, cost of goods sold, gross profit, and profit margin. Features charts for revenue by product and sales by state, with options to filter by year.
  • Sales by State & Monthly Sales Reports: Analyze sales per state and monthly performance with automated summaries of revenue, transactions, and product rankings.

Whether you need detailed reports or at-a-glance performance metrics, this All-In-One Sales Tracking Template is designed to streamline your sales tracking and decision-making process, helping you make data-driven business decisions with ease.

Additional information
Available Formats

MS Excel

Available Formats

MS Excel

  • Compatibility: Excel 2021, Office 365
  • Functionality: No VBA Macros or custom scripts needed
  • Orientation Options: Portrait/Landscape
  • Color Mode: RGB Color Space
  • License Type: Standard License
  • Customization: Easily editable and customizable
  • Font Style: Business standard fonts are used
  • Digital Optimization: Optimized for digital use only
  • Printing Suitability: Suitable for printing