Sales Management by Salesperson and Product (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Excel XLSX File

SALES FORCE EXCEL DESCRIPTION

Sales Management by Salesperson and Product is an Excel template (XLSX) available for immediate download upon purchase.

Track and manage your sales by salesperson and product, record every sale from January to December, and set monthly goals to monitor your team's performance.
Everything is automated – simply enter your data, and the built-in reports and dashboard do the rest.

Add Your Sales Team
Easily register up to 20 salespeople in one place.
Their names will appear in drop-down lists across the spreadsheet, making data entry simple and consistent.

Organize Your Products
Add up to 20 product categories such as Perfumes, Accessories, or Gift Sets.
Then, register all your products and assign each to its category – keeping your entire catalog structured and ready for analysis.

Set Your Monthly Goals
Define sales targets by salesperson and by category for each month.
You'll instantly see whether your team and products are meeting, exceeding, or falling short of their goals – with automatic updates in the reports and dashboard.

Record Sales Easily
Enter your sales by month, including:

Date of sale
Salesperson name
Product sold
Unit price and quantity sold
Every entry updates your reports and dashboard automatically – no manual formulas or setup needed!

Analyze Performance
Get clear, automated Monthly Reports that show:
Actual vs Target results
Sales performance by salesperson
Revenue by product category
Everything is neatly organized to help you understand your business performance at a glance.

View Insights on the Dashboard
Monitor key indicators in real time:
Total sales, revenue, and average ticket
Target achievement rates
Top-selling products and best-performing salespeople

The dashboard updates automatically, giving you instant visibility into your sales trends and progress.

Perfect For – Small businesses, entrepreneurs, and sales managers who want to track performance, set goals, and manage sales more efficiently – all in one professional, ready-to-use Excel tool.

Source: Best Practices in Sales Force Excel: Sales Management by Salesperson and Product Excel (XLSX) Spreadsheet, Improve Your Excel