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View daily sales totals and compare current sales with budgeted amounts for the month-to-date, year-to-date, and previous year’s sales. Keep track of sales from lodging, food and beverage outlets, spa treatments, catering, and other hospitality services.
On this page, you’ll find a weekly sales activity report template, a simple daily sales report, a sales call report template, and multiple other spreadsheet, dashboard, and document templates, including forms for monthly, quarterly, and annual sales reporting.
Download free sales lead tracking templates in Excel and Google Sheets. Find spreadsheets and dashboards to track leads and deals.
Use this basic Google Sheets daily schedule template to improve your daily and day-to-day productivity and organization. Enter the details for each daily task or activity, including start time, duration, and any related notes. The structured framework makes it easy to plan and track daily tasks, appointments, and goals.
The Sales Pipeline Tracking and Reporting template set provides sales leadership with visibility into the sales pipeline across your organization. Use Template.
This sales report template shows weekly activity for an individual sales representative. For each day of the week, keep track of completed calls, sent emails, sales visits, closed deals, and sales revenue. Compare daily and weekly progress with your sales goals.
Download free call tracking templates for PDF and Microsoft Excel and Word, including a sales call tracker and a daily call sheet.
Download Daily Sales Report Template - Excel. This free template is suitable for retail, restaurants, and other businesses that need to keep track of daily sales. This sales report template allows you to track inventory, view the total daily sales, and look up individual items that were sold.
Included on this page, you’ll find a small business expense template for monthly and daily tracking, a template for tracking startup expenses, and a spreadsheet for monitoring income and expenses. Plus, get tips on completing small business expense tracker templates.
Track sales leads, assess communication efforts, and view your sales pipeline in its entirety with this CRM template. Build better customer relationships by tracking relevant details, and monitor sales activity to ensure you hit your sales and revenue goals every quarter.