Field Sales Tracker/Dashboard   Excel template (XLSX)
$30.00

Field Sales Tracker/Dashboard (Excel template (XLSX)) Preview Image
Field Sales Tracker/Dashboard (Excel template (XLSX)) Preview Image
Field Sales Tracker/Dashboard (Excel template (XLSX)) Preview Image
Flevy is the marketplace for business best practices.
Field Sales Tracker/Dashboard (Excel template (XLSX)) Preview Image
Field Sales Tracker/Dashboard (Excel template (XLSX)) Preview Image
Field Sales Tracker/Dashboard (Excel template (XLSX)) Preview Image
Arrow   Click main image to view in full screen.

Field Sales Tracker/Dashboard (Excel XLSX)

Excel (XLSX)

$30.00
Optimize your sales performance with this customizable Field Sales Tracker/Dashboard Excel template, crafted by industry experts for effective team management.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

DESCRIPTION

This product (Field Sales Tracker/Dashboard) is an Excel template (XLSX), which you can download immediately upon purchase.

This spreadsheet is a Dashboard Template for tracking the progress of your organization's field sales team. There is also a tab for tracking the efforts of a Telesales team. This template was originally made for consulting, but can easily be modified and applied to other industries and functions.

This Field Sales Tracker/Dashboard Excel template offers a comprehensive solution for monitoring and managing your sales team's performance. The dashboard provides a clear visual representation of key metrics, allowing you to quickly identify areas of success and those needing improvement. The template includes a detailed section for tracking individual sales representatives' activities, ensuring accountability and transparency across your team.

The Telesales Tracker Notes tab is designed to capture essential information about each contact, including names, titles, company details, and email addresses. This feature streamlines the process of managing and following up on leads, making it easier to maintain organized and efficient records. The Campaign Manager section allows you to monitor the status of various campaigns, providing insights into their effectiveness and areas for optimization.

The Field Sales Dashboard Tracker tab is a powerful tool for visualizing your sales pipeline. It includes columns for tracking the progress of different accounts, sourcing strategies, and specific projects. The color-coded system highlights the status of each opportunity, making it easy to see which accounts are in discussion, active pursuit, or not interested. This level of detail helps sales managers make informed decisions and prioritize efforts effectively.

Designed with flexibility in mind, this template can be customized to fit the unique needs of your organization. Whether you're in consulting, manufacturing, or any other industry, this tool can be adapted to track the metrics that matter most to you. The intuitive layout and user-friendly design ensure that your team can start using it immediately, driving better performance and results.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Sales, Sales Strategy, Sales Management Excel: Field Sales Tracker/Dashboard Excel (XLSX) Spreadsheet, giovanni


$30.00
Optimize your sales performance with this customizable Field Sales Tracker/Dashboard Excel template, crafted by industry experts for effective team management.
Add to Cart
  

ABOUT THE AUTHOR

Author: giovanni
Additional documents from author: 2

Ask the Author a Question

You must be logged in to contact the author.

Click here to log in Click here register

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting
 
"I am extremely grateful for the proactiveness and eagerness to help and I would gladly recommend the Flevy team if you are looking for data and toolkits to help you work through business solutions."

– Trevor Booth, Partner, Fast Forward Consulting
 
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact "

– Roberto Pelliccia, Senior Executive in International Hospitality
 
"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."

– Michael Evans, Managing Director at Newport LLC
 
"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates
 
"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy "

– Ed Kemmerling, Senior Lean Transformation Expert at PMG
 
"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group
 
"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World


Your Recently Viewed Documents

Customers Also Bought These Documents

10-slide PowerPoint, Excel template
$30.00


Customers Also Like These Documents

Related Management Topics


Sales Sales Strategy Sales Management Bain PowerPoint McKinsey PowerPoint Bain Presentations Bain Frameworks Boston Consulting Group PowerPoint Consulting Frameworks Mercer PowerPoint PwC PowerPoint Bain Templates Accenture Templates McKinsey Templates Boston Consulting Group Templates Accenture PowerPoint Consulting Methodologies Booz Documents PwC Templates Capgemini PowerPoint Oliver Wyman Presentations Boston Consulting Group Frameworks E&Y PowerPoint IBM Presentations Oliver Wyman Templates Strategy Consulting Frameworks Bain Documents IBM Documents Capgemini Documents Roland Berger PowerPoint A.T. Kearney PowerPoint BCG Documents Accenture Frameworks BCG Frameworks BCG PowerPoint Oliver Wyman PowerPoint Consulting Documents BCG Presentations A.T. Kearney Documents Management Consulting Frameworks BCG Templates E&Y Templates Roland Berger Presentations Capgemini Templates Boston Consulting Group Documents LEK Frameworks Booz Allen Presentations E&Y Frameworks McKinsey Presentations Booz Allen Frameworks A.T. Kearney Frameworks IBM Templates Booz Allen PowerPoint Accenture Documents Accenture Presentations A.T. Kearney Templates McKinsey Frameworks Boston Consulting Group Presentations McKinsey Documents LEK PowerPoint Mercer Templates Roland Berger Frameworks Capgemini Frameworks Booz Presentations Roland Berger Templates PwC Frameworks Booz Allen Templates Booz Templates Strategy& Presentations Oliver Wyman Documents Mercer Presentations LEK Documents PwC Presentations LEK Templates IBM PowerPoint Capgemini Presentations E&Y Documents Oliver Wyman Frameworks Booz Allen Documents PwC Documents IBM Frameworks Mercer Frameworks Mercer Documents LEK Presentations Booz PowerPoint Strategy Documents Booz Frameworks A.T. Kearney Presentations Roland Berger Documents Business Frameworks E&Y Presentations Strategy& PowerPoint Deloitte PowerPoint Consulting Process A.T. Kearney Frameworks A.T. Kearney PowerPoint A.T. Kearney Templates A.T. Kearney Documents A.T. Kearney Presentations Sales Force Salesforce Account Management Key Account Management Growth Strategy Breakout Strategy Corporate Strategy Breakthrough Strategy Strategy Frameworks Strategy Frameworks Compilation Consulting Training Strategy Methodologies Management Consulting Training Gap Analysis Human Resources HR Strategy Hiring Talent Management Talent Strategy Human Resources Management Interviewing Recruitment Procurement Strategy Cost Reduction Cost Reduction Assessment Cost Management Sourcing Strategy Cost Containment Cost Take-out Strategic Sourcing Cost Cutting Meeting Facilitation Meeting Management Meeting Facilitation/Management Strategy Development Chief Strategy Officer Business Case Development Financial Modeling Business Case Example Business Case Template Capital Budgeting Business Case Sample Business Case Capital Budgeting Business Case Key Performance Indicators KPI Critical Success Factors Key Success Factors B2B Sales Compensation

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more.