{"id":902,"date":"2025-05-20T11:00:00","date_gmt":"2025-05-20T11:00:00","guid":{"rendered":"http:\/\/www.blissfulyogaandmassage.com\/?p=902"},"modified":"2025-07-03T12:51:16","modified_gmt":"2025-07-03T12:51:16","slug":"10-best-sales-goal-tracker-tools-templates-3","status":"publish","type":"post","link":"http:\/\/www.blissfulyogaandmassage.com\/index.php\/2025\/05\/20\/10-best-sales-goal-tracker-tools-templates-3\/","title":{"rendered":"10 best sales goal tracker tools &#038; templates"},"content":{"rendered":"<p>Calendars, planners, to-do lists. These are just a few of the tools we use to stay on top of our day-to-day activities. But how can you stay on top of your <em>sales<\/em> activities? With sales activity trackers.<\/p>\n<p>If you\u2019re a sales leader, it\u2019s important to determine the key metrics for evaluating your sales team. By using <a href=\"https:\/\/blog.hubspot.com\/sales\/sales-activity-management\">sales goal and activity tracking tools<\/a>, you can more accurately monitor your business performance and achieve sales goals with a clearer picture of what they actually require.<\/p>\n<p><strong><a class=\"cta_button\" href=\"https:\/\/www.hubspot.com\/cs\/ci\/?pg=059a7eef-8ad9-4bee-9c08-4dae23549a29&amp;pid=53&amp;ecid=&amp;hseid=&amp;hsic=\"><img loading=\"lazy\" decoding=\"async\" class=\"hs-cta-img \" style=\"height: auto !important; width: auto !important; max-width: 100% !important;border-width: 0px; \/*hs-extra-styles*\/; margin: 0 auto; display: block; margin-top: 20px; margin-bottom: 20px\" alt=\"Download Now: Sales Conversion Rate Calculator [Free Template]\" height=\"59\" width=\"588\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/53\/059a7eef-8ad9-4bee-9c08-4dae23549a29.png\" align=\"middle\" \/><\/a><\/strong><\/p>\n<p>In this post, I\u2019ll define what a sales activity tracker is and how to use one. Plus, I\u2019ll give you some of my favorite tools to help your sales team streamline its process.<\/p>\n<p><strong>Table of Contents<\/strong><\/p>\n<ul>\n<li><a href=\"#what-is-a-sales-activity-tracker\">What is a sales activity tracker?<\/a><\/li>\n<li><a href=\"#sales-tracking-tools-free-amp-paid\">Sales Tracking Tools (Free &amp; Paid)<\/a><\/li>\n<li><a href=\"#why-tracking-sales-activity-matters\">Why Tracking Sales Activity Matters<\/a><\/li>\n<li><a href=\"#the-three-elements-of-sales-tracking\">The Three Elements of Sales Tracking<\/a><\/li>\n<li><a href=\"#sales-activity-trackers-comparison-chart\">Sales Activity Trackers: Comparison Chart<\/a><\/li>\n<li><a href=\"#make-smart-decisions-with-a-sales-activity-tracker\">Make Smart Decisions With a Sales Activity Tracker<\/a><\/li>\n<\/ul>\n<p><a><\/a> <\/p>\n<p><strong><\/strong><\/p>\n<p><a><\/a> <\/p>\n<h2>Why Tracking Sales Activity Matters<\/h2>\n<p>As the adage goes, \u201cwhat gets measured gets improved.\u201d Whether I\u2019m aiming to hone my sales skills or I\u2019m managing a team of individual contributors, a sales activity tracker or sales team tracker that connects behaviors to tangible wins is essential to keeping and closing a healthy pipeline.<\/p>\n<p>In my experience, without the proper tracking processes and tools in place, the sales department can feel like a black box where indeterminate inputs yield obscure outputs \u2014 a recipe for burnout in any organization. That environment also makes <a href=\"https:\/\/blog.hubspot.com\/sales\/sales-manager-goals-examples\">realistic goal-setting for managers<\/a> nearly impossible.<\/p>\n<p>To create a culture where your sales talent actually wants to stick around, you need to implement unobtrusive tracking solutions where success and the processes that produced it are both identifiable and repeatable.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"pull quote on sales activity trackers\" class=\"lazyload\" data-src=\"http:\/\/www.blissfulyogaandmassage.com\/wp-content\/uploads\/2025\/05\/sales-activity-tracker-1-20250522-9301180.webp\"><\/p>\n<p>In my role as the sales lead for <a href=\"https:\/\/www.winwithaline.com\/\">ALINE<\/a>, a web development and marketing agency, no tool has been more important for growth than the sales activity tracker. With our tracker, I manage sales contacts, the workloads of individual contributors, and monitor deals as they flow through the sales pipeline.<\/p>\n<p>When I started my role, the sales department was disjointed, with a few different reps using their own preferred solutions to track their activities. One of my first steps was to implement <a href=\"https:\/\/www.hubspot.com\/products\/sales\">HubSpot\u2019s Sales Hub<\/a> along with an equally robust training program to bring the team under one umbrella and ensure everyone understood the capabilities of our new tool.<\/p>\n<p>The complexity of your own sales team tracker will of course vary with the size and budget of your organization, ranging from a simple spreadsheet (it can work, don\u2019t knock it!) to a dedicated piece of your tech stack that operates seamlessly in the background. Wherever you are on the spectrum of scope and complexity, the main components of sales tracking are the same.<\/p>\n<p>Here are the sales tracking elements I\u2019ve found most important.<\/p>\n<p><a><\/a> <\/p>\n<h2>The Three Elements of Sales Tracking<\/h2>\n<h3>1. Organizational Sales Goals<\/h3>\n<p>From a top-down view, the sales activity tracker should be designed to help your team achieve measurable organizational sales goals (outlined in your <a href=\"https:\/\/blog.hubspot.com\/sales\/ultimate-guide-creating-sales-plan\">sales plan<\/a>).<\/p>\n<p>If the goal for Q3 is a 10% increase from $3MM in quarterly revenue, the sales team needs to produce an additional $300K in sales. By establishing a realistic average deal size, sales leaders can determine how many deals will need to close to achieve the organizational goal they were handed.<\/p>\n<p>Along with death and taxes, another certainty is that the C-suite will always want more sales. This fact is precisely why I\u2019ve found it\u2019s essential to have a sales activity tracker that can show how it will look to actually attain goals that are often generated somewhat casually.<\/p>\n<p>When you\u2019re being pushed to achieve more in the sales department, whether it\u2019s 10% or 50%, the sales activity tracker will help decision-makers understand what additional inputs are required to hit those numbers, whether it means increasing your SDR headcount, automating your quoting workflows, or investing in new tools to scale quality outbound efforts without increasing headcount proportionally to the increase in demand.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"pull quote on sales activity trackers\" class=\"lazyload\" data-src=\"http:\/\/www.blissfulyogaandmassage.com\/wp-content\/uploads\/2025\/05\/sales-activity-tracker-2-20250522-8236236-1.webp\"><\/p>\n<h3>2. Individual Quotas<\/h3>\n<p>Once a sales team has a target in sight, determining individual quotas is as easy as dividing the total desired revenue by the number of reps on the team.<\/p>\n<p>In some cases, you\u2019ll want to take into account some territory differences across the team, and you should try to adhere to the general rule that roughly 70-80% of your reps should be able to meet their quotas \u2014 otherwise your established quotas might not be realistic.<\/p>\n<p>This balance is a critical one to strike, because a sales floor where only 10% of reps achieve quota is going to be a revolving door where luck ultimately plays a bigger role than skills and determination. And if that sounds like a recipe for burnout, it is.<\/p>\n<p>Measuring quota attainment is a vital component of a sales team tracker because it helps you determine performance and calculate the compensation of your sales reps \u2014 but I\u2019ve found it comes with a benefit that\u2019s often overlooked. When a few contributors on your team are consistently exceeding their quotas, the rest of the department is going to take notice.<\/p>\n<p>If you\u2019ve hired the right people, average reps will realize they need to imitate the behavior of your top performers, not out of fear for their jobs but because it\u2019s the path to unlocking accelerators and additional income. In an organization where communication and collaboration are valued, a rising tide really can raise all ships.<\/p>\n<h3>3. Performance Benchmarks<\/h3>\n<p>Once you know how much revenue each individual contributor should be generating, you can break down the activities that have historically been required to produce that revenue.<\/p>\n<p>Whether your sales team is made up of full-cycle reps or SDRs filling an AE\u2019s calendar with qualified leads, work backward from the sales target to determine the necessary inputs and outline those benchmarks in your sales activity tracker templates.<\/p>\n<p>If it takes 20 outbound calls to schedule a qualified demo and your AEs convert 20% of demos on average, your SDRs need to make 100 calls to generate a closed deal. Your numbers will vary, of course, but benchmarks let you turn sales into a math problem. Sales activity tracker templates can also be repurposed for individual reps, so if you have a rep who sees more success over email than on the phone, you can determine their inputs to reach certain outputs as well.<\/p>\n<p>The value of deals and the size of your sales team will inform how many dials, emails, or activities need to be made per month, and the activity tracker will summarize the inputs from your individual contributors, the progression of deals through the stages of your pipeline, and the net new business that emerges as a result of both the individual and collective sales efforts over time.<\/p>\n<p>Sales, like all professions, has both high performers and laggards, with most reps falling somewhere close to average. In my experience, nothing improves the performance and longevity of those in the middle of the bell curve quite like piercing the veil of \u201cluck\u201d and breaking highly desirable results down into actionable inputs.<\/p>\n<p>That breakdown is ultimately the reason a sales activity tracker is so important in any organization that\u2019s currently flying blind. By tracking activities and the closed deals they produce, leaders can hone in on a formula for lasting sales success instead of winging it and hoping the numbers add up at the end of the year.<\/p>\n<h3>How to Keep Track of Sales<\/h3>\n<p>More generally, a tracking tool, spreadsheet, or template makes it easy to have all the information you need to review in one place. You can then use these resources to quickly identify trends and any corrections needed in one-on-ones and team meetings to review performance.<\/p>\n<p>To top it off, I\u2019ve found seeing where you need improvements means you can put a plan in place that optimizes sales performance and team time.<\/p>\n<p>On a more granular level, you and your team can use sales activity trackers to keep tabs on key activities that drive sales performance, including the following.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"how to keep track of sales\" class=\"lazyload\" data-src=\"https:\/\/knowledge.hubspot.com\/hubfs\/sales-activity-tracker-3-20250522-9561719.webp\"><\/p>\n<h4><strong>Prospecting<\/strong><\/h4>\n<p>Here\u2019s the deal: Prospecting can be a time-consuming and sometimes frustrating activity. Without it, though? Your sales pipeline is liable to dry up \u2014 <em>and fast.<\/em> So finding prospects <em>is<\/em> necessary, but that doesn\u2019t mean you can\u2019t be more efficient with this task.<\/p>\n<p>Of course, use a sales tracker to log the basics, such as company\/decision maker names, contact numbers, pain points, outreach activities, etc.<\/p>\n<p>But beyond that, log where and how you and your sales team find potential customers. Then, note down how many hours this activity takes each day. Once you\u2019ve gathered enough data, spotting ways you and your team can optimize prospecting will be easier.<\/p>\n<p><strong>Hint<\/strong>: If you haven\u2019t already, why not take AI out for a test drive? According to our <a href=\"https:\/\/blog.hubspot.com\/sales\/state-of-ai-sales\">State of AI Report<\/a>, nearly 80% of sales pros say AI helps them spend more time on the most critical parts of their role. Further, finding data-driven insights (34%) and helping to write prospect outreach messages (31%) are two of the most popular AI use cases in sales.<\/p>\n<h4><strong>Outreach<\/strong><\/h4>\n<p>Like prospecting, cold calling is a time-consuming but necessary sales activity. Again, like prospecting, tracking this task opens up the potential for better efficiency. To start, note down things like if\/when you\u2019ve reached out to a prospect and how (e.g., cold calling, email, or in-person).<\/p>\n<p>Want to track your hit rate? Note the number of prospects who answered your calls, read your emails, or took a card if you went door-to-door. Then, track the volume of meetings you booked based on your outreach.<\/p>\n<p>After a month or so, you might also uncover trends, such as specific days of the week when more prospects pick up the phone. You can then dedicate more time to prospect outreach on those days.<\/p>\n<p><strong>Hint<\/strong>: To improve your or your team\u2019s outreach hit rate, consider <a href=\"https:\/\/blog.hubspot.com\/sales\/inside-sales-training-problem\">inside sales training<\/a>. For example, a simple lesson on using the Voice of Customer (VOC) in sales prospecting could make a difference.<\/p>\n<h4><strong>Meetings<\/strong><\/h4>\n<p>Do you know how many meetings you or your team held this week at a glance? If not, would you have to start snooping through people\u2019s diaries to find out? If you answered \u201cNo\u201d followed by \u201cYes,\u201d then you need a sales tracker to start logging this information.<\/p>\n<p>Aside from logging the number of meetings that took place, you can use a sales tracker to log the number of those meetings that had a positive outcome. The number of meetings booked highlights whether your prospecting and outreach are working. And the number of meetings leading to a positive outcome highlights whether your meetings require improvement.<\/p>\n<p><strong>Hint<\/strong>: If prospect meetings aren\u2019t resulting in deals, it might be time to revisit different <a href=\"https:\/\/blog.hubspot.com\/sales\/sales-closing-techniques-and-why-they-work\">sales closing techniques<\/a>.<\/p>\n<p>Now I\u2019ll share the best software, templates, and tools to help you track your sales activity, monitor your team\u2019s effectiveness, and make data-driven decisions for your business.<\/p>\n<p><a><\/a> <\/p>\n<p><strong><\/strong><\/p>\n<h3>Sales Tracking Software<\/h3>\n<h4>1. <a href=\"https:\/\/www.hubspot.com\/products\/sales\/sales-tracking\">HubSpot Sales Tracking Software<\/a><\/h4>\n<p>If you\u2019re looking for more than just a template to work with, HubSpot\u2019s Sales Hub offers sales tracking software to better automate and streamline your sales process as prospects move through your pipeline.<\/p>\n<p>This is my sales tracking happy place, and it includes powerful automation tools and robust reports at an incredibly approachable price for most organizations. I use the Professional tier ($100 per user\/month) to manage sales at <a href=\"https:\/\/www.winwithaline.com\/\">ALINE<\/a> and have never felt limited by its capabilities whatsoever.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"sales tracking tools, sales tracking hubspot\" class=\"lazyload\" data-src=\"https:\/\/knowledge.hubspot.com\/hubfs\/sales-activity-tracker-4-20250522-4449372.webp\"><\/p>\n<p><a href=\"https:\/\/www.hubspot.com\/products\/sales\/sales-tracking\"><em>Get started with free sales tracking software<\/em><\/a><\/p>\n<p>I love how easy it is to organize every part of the sales pipeline with HubSpot\u2019s sales tracker. Plus, with the amount of details you can add to each card, you and your teammates can easily make sure you have high-level info with just a glance at each Deal board.<\/p>\n<p><strong>Best for: <\/strong>Sales teams looking for a collaborative way to track sales and goals, and accomplish so much more besides.<\/p>\n<p><strong>What I like:<\/strong><\/p>\n<ul>\n<li>Gives you a better understanding of how much of your pipeline is caught up in each stage of your sales cycle at any time, so you can eliminate bottlenecks and close deals faster.<\/li>\n<\/ul>\n<ul>\n<li>Makes automation of basic tasks and workflows more straightforward \u2014 freeing up your sales team to build relationships and close deals.<\/li>\n<\/ul>\n<ul>\n<li>Allows you to connect your email inbox automatically, so documents and communications sent to prospects are automatically logged in the <a href=\"https:\/\/www.hubspot.com\/products\/crm\">HubSpot CRM<\/a>.<\/li>\n<\/ul>\n<h4>2. <a href=\"https:\/\/www.hubspot.com\/products\/sales\/sales-reports\">HubSpot Sales Dashboard<\/a><\/h4>\n<p>In addition to Sales Hub software, your sales team can use free interactive dashboards to track sales activity using HubSpot CRM and Sales Hub. With this tool, you can track your pipeline using different metrics and manage the data for transparent deal forecasting.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"sales tracking tools, hubspot sales hub\" class=\"lazyload\" data-src=\"http:\/\/www.blissfulyogaandmassage.com\/wp-content\/uploads\/2025\/05\/sales-activity-tracker-5-20250522-4305778.webp\"><\/p>\n<p style=\"text-align: center; font-size: 12px;\"><a href=\"https:\/\/www.hubspot.com\/products\/sales\/sales-reports\"><em>Source<\/em><\/a><\/p>\n<p>Data should guide everything you do in business, but that\u2019s especially true in sales. In my experience, staying on track with my goals is easier and more motivating when I can see how I\u2019m doing. That\u2019s what I like about HubSpot\u2019s sales dashboard: The charts provide a visual understanding of my performance, and enable me to quickly regroup and get back on track if I\u2019m falling behind.<\/p>\n<p><strong>Best for:<\/strong> Visual deal forecasting and sales tracking.<\/p>\n<p><strong>What I like:<\/strong><\/p>\n<ul>\n<li>Offers deal forecast reporting to show you the amount of forecasted revenue by deal stage.<\/li>\n<li>Helps you to monitor how prospects move through the pipeline with multiple reports based on sales performance.<\/li>\n<li>Allows you to spend less time building reports in spreadsheets and more time accurately answering your business\u2019s strategic questions.<\/li>\n<li>Comes with pre-built template boards, so you don\u2019t have to create your pipeline dashboard from scratch.<\/li>\n<li>Includes built-in automation to help complete repetitive tasks.<\/li>\n<li>Offers over 150 integrations with tools that can level up your sales pipeline and goal tracking.<\/li>\n<li>Allows customization of view style, choosing from Gantt, Kanban, and more.<\/li>\n<\/ul>\n<h4>3. <a href=\"https:\/\/www.smartsheet.com\/solutions\/sales\">Smartsheet<\/a><\/h4>\n<p>Smartsheet is a work management platform with powerful sales tracking capabilities. What caught my eye first was how similar the tool is to a spreadsheet. This can be useful for anyone who\u2019s spent a lot of time tracking their sales goals and data in Excel but is ready to upgrade to a more comprehensive solution. When you make the switch, it won\u2019t feel like a completely alien landscape which is nice.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"sales tracking tools, smartsheet\" class=\"lazyload\" data-src=\"https:\/\/knowledge.hubspot.com\/hubfs\/sales-activity-tracker-6-20250522-6327887.webp\"><\/p>\n<p style=\"text-align: center; font-size: 12px;\"><a href=\"https:\/\/www.smartsheet.com\/solutions\/sales\"><em>Source<\/em><\/a><\/p>\n<p>The platform is also designed to provide greater visibility and consolidation, which makes it useful for large teams where transparency and accountability are key.<\/p>\n<p><strong>Best for:<\/strong> Enterprise-level sales leaders and executives looking for more visibility and alignment with sales rep activities.<\/p>\n<p><strong>What I like:<\/strong><\/p>\n<ul>\n<li>Offers real-time sales forecasting and visibility into tasks.<\/li>\n<li>Has an Excel-style interface that makes it easy for Excel or Google Sheet users to get familiar with it right away.<\/li>\n<li>Collaborative task management features make it easy for teams to work on sales goal tracking tasks simultaneously.<\/li>\n<\/ul>\n<h4>4. <a href=\"https:\/\/trello.com\/home\">Trello<\/a><\/h4>\n<p>Trello is a project management tool that you can customize to your needs. I personally find that it works great for tracking my sales outreach with clients. The Kanban-style board makes it easy to visualize outreach and stay on top of sales goals.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"sales tracking tools, trello\" class=\"lazyload\" data-src=\"http:\/\/www.blissfulyogaandmassage.com\/wp-content\/uploads\/2025\/05\/sales-activity-tracker-7-20250522-2763866.webp\"><\/p>\n<p style=\"text-align: center; font-size: 12px;\"><a href=\"https:\/\/trello.com\/teams\/sales\"><em>Source<\/em><\/a><\/p>\n<p>The free plan works great for individuals or small teams working on fewer deals at once. You may be limited to 10 boards (which I would use to represent different steps or stages in the sales pipeline), but you can add unlimited cards (I\u2019d use these for every task and client interaction).<\/p>\n<p><strong>Pro tip:<\/strong> Sales stages should always be actions that are in your court \u2014 that way you\u2019re never waiting on a prospect to progress a deal to the next stage.<\/p>\n<p><strong>Best for: <\/strong>Small teams looking for a visual pipeline dashboard.<\/p>\n<p><strong>What I like:<\/strong><\/p>\n<ul>\n<li>Good for tracking basic information for a small volume of leads.<\/li>\n<li>Very visual platform, so it\u2019s easy to overview the full pipeline, including key tasks and task status related to each stage.<\/li>\n<li>User-friendly, and the pre-built template boards and built-in automation make it easier to get started with the software.<\/li>\n<li>Over 150 integrations with tools that can level up your sales pipeline and goal tracking.<\/li>\n<\/ul>\n<h4>5. <a href=\"http:\/\/monday.com\">Monday.com<\/a><\/h4>\n<p>Monday.com has its own Sales CRM, but you can also use the free plan to access some workflow planning features.<\/p>\n<p>I like how Monday\u2019s boards are organized. They\u2019re a more visual version of a spreadsheet, in my opinion \u2014 great for people whose eyes tend to glaze over if they\u2019re looking at cells and numbers for too long.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"sales tracking tools, monday\" class=\"lazyload\" data-src=\"http:\/\/www.blissfulyogaandmassage.com\/wp-content\/uploads\/2025\/05\/sales-activity-tracker-8-20250522-5524409.webp\"><\/p>\n<p style=\"text-align: center; font-size: 12px;\"><a href=\"https:\/\/monday.com\/crm?selectedTag=sales_pipeline\"><em>Source<\/em><\/a><\/p>\n<p>If you\u2019re an individual sales leader, the free version is worth looking into to organize and track client data and sales activities.<\/p>\n<p><strong>Best for: <\/strong>Individuals who are getting started with sales goal tracking or operating on a smaller budget.<\/p>\n<p><strong>What I like:<\/strong><\/p>\n<ul>\n<li>Easy and intuitive to set up, and the customizable views help with task management.<\/li>\n<li>Great for viewing large amounts of data in one place.<\/li>\n<li>Provides a detailed way to stay on top of your sales workflow and goals.<\/li>\n<\/ul>\n<h3>Sales Tracking Templates<\/h3>\n<h4>6. <a href=\"https:\/\/www.hubspot.com\/business-templates\/sales-dashboard\">Sales Data Tracker Template<\/a><\/h4>\n<p>I personally love a good spreadsheet. You can do incredible things in Excel, and there have never been more resources available to help you master this value-packed software. I also love a free template, so this sales dashboard is a win\u2013win.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"sales tracking template, sales data tracker\" class=\"lazyload\" data-src=\"https:\/\/knowledge.hubspot.com\/hubfs\/sales-activity-tracker-9-20250522-2380138.webp\"><\/p>\n<p style=\"text-align: center; font-size: 12px;\"><a href=\"https:\/\/www.hubspot.com\/business-templates\/sales-dashboard\"><em>Source<\/em><\/a><\/p>\n<p>A sales dashboard is a simple yet effective way to visualize your sales data. With a sales call planner, you can help your team track and manage your outreach activities and their performance.<\/p>\n<p><strong>Best for: <\/strong>Integrating with your current workflow.<\/p>\n<p><strong>What I like:<\/strong><\/p>\n<ul>\n<li>Offers convenient snapshots of key sales objectives and metrics to help you track your team\u2019s performance with more accuracy and precision.<\/li>\n<li>Includes step-by-step instructions as you fill out each section.<\/li>\n<li>Lets you build an innovative sales dashboard that will equip you to hit new sales records.<\/li>\n<li>Templates can be used in Excel or Google Sheets.<\/li>\n<\/ul>\n<h4>7. <a href=\"https:\/\/www.hubspot.com\/business-templates\/customer-relationship-management\">CRM Template<\/a><\/h4>\n<p>If you\u2019re interested in a sales CRM but not quite ready to commit to a full solution, I love this free CRM template.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"sales tracking template, hubspot crm\" class=\"lazyload\" data-src=\"https:\/\/knowledge.hubspot.com\/hubfs\/sales-activity-tracker-10-20250522-7979861.webp\"><\/p>\n<p style=\"text-align: center; font-size: 12px;\"><a href=\"https:\/\/www.hubspot.com\/business-templates\/customer-relationship-management\"><em>Source<\/em><\/a><\/p>\n<p>HubSpot created a detailed sales lead follow-up tracker (or <a href=\"https:\/\/www.hubspot.com\/products\/crm\/what-is?\">CRM<\/a> tracker) to help your company keep track of how it interacts with customers who buy your products or services. You\u2019ll have a place for meeting notes, names, titles, and proposed solutions that you\u2019ll want to discuss on your next call.<\/p>\n<p><strong>Best for: <\/strong>Getting an introduction to sales tracking.<\/p>\n<p><strong>What I like:<\/strong><\/p>\n<ul>\n<li>Displays your sales pipeline and the value of your open opportunities for better relationship management.<\/li>\n<li>Helps you to better calculate your team\u2019s win\/loss ratio by calculating the progress of each opportunity you input.<\/li>\n<li>Assists salespeople to better organize, track, and rank prospects based on priority.<\/li>\n<\/ul>\n<h4>8. <a href=\"https:\/\/offers.hubspot.com\/sales-guides-templates-startups-entrepreneurs\">Sales Forecasting Template<\/a><\/h4>\n<p>Sales forecasting can be tricky if you aren\u2019t familiar with the process, but this sales forecasting template makes it easy to understand. In my experience, it was also very easy to use.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"sales tracking template, forecasting template\" class=\"lazyload\" data-src=\"http:\/\/www.blissfulyogaandmassage.com\/wp-content\/uploads\/2025\/05\/sales-activity-tracker-11-20250522-5051223.webp\"><\/p>\n<p style=\"text-align: center; font-size: 12px;\"><a href=\"https:\/\/offers.hubspot.com\/sales-guides-templates-startups-entrepreneurs\"><em>Source<\/em><\/a><\/p>\n<p>This forecasting template lets you see the stage a deal is in to help you calculate the probability of a successful close. Knowing these typical close rates is essential to calculate future pipeline numbers, so you\u2019re never left with an empty funnel.<\/p>\n<p>On top of that, this resource comes with other helpful sales templates and checklists in a handy sales productivity bundle \u2014 definitely worth checking out for inspiration.<\/p>\n<p><strong>Best for: <\/strong>Anyone on a budget, including bootstrapped start-ups, entrepreneurs, and sales reps who are just getting started and don\u2019t have a suite of complex tools.<\/p>\n<p><strong>What I like:<\/strong><\/p>\n<ul>\n<li>Divides sales progress by quarterly increments to better predict closing rates.<\/li>\n<li>Easy to input and interpret data in a simple sheet.<\/li>\n<li>Useful tool for busy entrepreneurs or small sales teams.<\/li>\n<\/ul>\n<h4>9. <a href=\"https:\/\/coefficient.io\/google-sheets-templates\/hubspot-sales-pipeline\">Sales Pipeline Template<\/a><\/h4>\n<p>If you\u2019re a key stakeholder in your organization, it helps to have a macro view of your sales team\u2019s activities \u2014 especially with regard to what\u2019s currently moving through the <a href=\"https:\/\/blog.hubspot.com\/sales\/sales-funnel\">sales pipeline<\/a>.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"sales tracking template, pipeline template\" class=\"lazyload\" data-src=\"https:\/\/knowledge.hubspot.com\/hubfs\/sales-activity-tracker-12-20250522-1425980.webp\"><\/p>\n<p style=\"text-align: center; font-size: 12px;\"><a href=\"https:\/\/coefficient.io\/google-sheets-templates\/hubspot-sales-pipeline\"><em>Source<\/em><\/a><\/p>\n<p>I like that this tracking spreadsheet breaks down the number of deals in each stage so that you can visualize the progress and opportunities within the sales team.<\/p>\n<p><strong>Best for:<\/strong> High-level sales pipeline analysis from management, board members, and other executives and stakeholders.<\/p>\n<p><strong>What I like:<\/strong><\/p>\n<ul>\n<li>Simple yet effective tracker that can be used to evaluate sales strategy better.<\/li>\n<li>Provides a probability percentage average of prospects reaching each step.<\/li>\n<li>Includes visual bar graphs which can be an easy indicator of which steps in the pipeline could be improved to better aid salespeople to win.<\/li>\n<\/ul>\n<h4>10. <a href=\"https:\/\/www.smartsheet.com\/free-sales-plan-templates-excel-and-word\">Leads Sales Tracking Spreadsheet<\/a><\/h4>\n<p>Keeping track of your leads can be challenging if your sales organization doesn\u2019t use a <a href=\"https:\/\/www.hubspot.com\/products\/crm\">CRM<\/a>. Fortunately, entering this data doesn\u2019t take a long time if you have a detailed lead tracker.<\/p>\n<p><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"margin-left: auto; margin-right: auto; display: block; width: 650px; height: auto; max-width: 100%;\" title=\"\" alt=\"sales tracking template, sales plan\" class=\"lazyload\" data-src=\"http:\/\/www.blissfulyogaandmassage.com\/wp-content\/uploads\/2025\/05\/sales-activity-tracker-13-20250522-1780904.webp\"><\/p>\n<p style=\"text-align: center; font-size: 12px;\"><a href=\"https:\/\/www.smartsheet.com\/free-sales-plan-templates-excel-and-word\"><em>Source<\/em><\/a><\/p>\n<p>As an added bonus, this lead tracker lets you keep the historical data you\u2019ve accumulated when your business is ready for a CRM. Simply export it as a CSV file and import it directly into the new platform.<\/p>\n<p>I like that this lead tracking template provides an organized view of your sales data and acts as a good bridge solution if you\u2019re between more full-featured CRMs or just aren\u2019t ready to invest in a dedicated solution yet.<\/p>\n<p><strong>Best for: <\/strong>Small businesses and entrepreneurs who are in the early stages of lead generation.<\/p>\n<p><strong>What I like:<\/strong><\/p>\n<ul>\n<li>A good starter template for smaller businesses that don\u2019t need the full functionality of a formal CRM.<\/li>\n<li>Allows you to keep track of communications with each customer and plan future contacts and follow-ups as they progress from prospect to customer.<\/li>\n<li>You can also indicate lead sources to identify how prospects found your business.<\/li>\n<\/ul>\n<p><a><\/a> <\/p>\n<h2><strong>Sales Activity Trackers: Comparison Chart<\/strong><\/h2>\n<table>\n<tbody>\n<tr>\n<td colspan=\"1\" rowspan=\"1\">\n<p>SOFTWARE<\/p>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<p>FEATURES<\/p>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<p>PRICE<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"1\" rowspan=\"1\">\n<p>HubSpot Sales Tracking Software<\/p>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>See how much of your pipeline is caught up in each stage of your sales cycle.<\/li>\n<li>Automates basic tasks and workflows.<\/li>\n<li>Connects to your email inbox.<\/li>\n<\/ul>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Get started for free.<\/li>\n<li>Additional features and full Marketing Hub product available with paid plans:<\/li>\n<\/ul>\n<ul>\n<li>Professional. Starts at $800 per month with three seats.<\/li>\n<li>Enterprise. Starts at $3,600 per month with five seats.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"1\" rowspan=\"1\">\n<p>HubSpot Sales Dashboard<\/p>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Deal forecast reporting.<\/li>\n<li>Monitor how prospects move through the pipeline.<\/li>\n<\/ul>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Get started for free.<\/li>\n<li>Additional features and full Marketing Hub product available with paid plans:<\/li>\n<li>Professional. Starts at $800 per month with three seats.<\/li>\n<li>Enterprise. Starts at $3,600 per month with five seats.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Smartsheet<\/p>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Real-time sales forecasting and visibility into tasks.<\/li>\n<li>Easy Excel-style interface.<\/li>\n<li>Collaborative task management features.<\/li>\n<\/ul>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Free options are available.<\/li>\n<li>Additional features and full product available with paid plans:<\/li>\n<li>Pro. $9 per user\/month.<\/li>\n<li>Business. $19 per user\/month.<\/li>\n<li>Enterprise. Contact sales for pricing.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Trello<\/p>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Pre-built template boards.<\/li>\n<li>Built-in automation.<\/li>\n<li>Over 150 integrations with tools that can level up your sales pipeline and goal tracking.<\/li>\n<\/ul>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Free options are available.<\/li>\n<li>Additional features and full product available with paid plans:<\/li>\n<\/ul>\n<ul>\n<li>Standard. $5 per user\/month.<\/li>\n<li>Premium. $10 per user\/month.<\/li>\n<li>Enterprise. $17.50 per user\/month.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Monday.com<\/p>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Customizable views.<\/li>\n<li>Easy and intuitive to set up.<\/li>\n<li>Detailed way to stay on top of your sales workflow and goals.<\/li>\n<\/ul>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Free options are available.<\/p>\n<p>Additional features and full product available with paid plans:<\/p>\n<p>Basic. $9 per seat\/month.<\/p>\n<p>Standard. $12 per seat\/month.<\/p>\n<p>Pro. $19 per seat\/month.<\/p>\n<p>Enterprise. Contact sales for pricing.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Sales Data Tracker Template<\/p>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Convenient snapshots of key sales objectives and metrics.<\/li>\n<li>Lets you build an innovative sales dashboard.<\/li>\n<li>Can be used in Excel or Google Sheets.<\/li>\n<\/ul>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Free to download.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"1\" rowspan=\"1\">\n<p>CRM Template<\/p>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Displays your sales pipeline and the value of your open opportunities.<\/li>\n<li>Calculates win\/loss ratios.<\/li>\n<li>Organize, track, and rank prospects.<\/li>\n<\/ul>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Free to download.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Sales Forecasting Template<\/p>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Divides sales progress to better predict closing rates.<\/li>\n<li>Easy to input and interpret data.<\/li>\n<li>Great tool for busy entrepreneurs or small sales teams.<\/li>\n<\/ul>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Free to download.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Sales Pipeline Template<\/p>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Simple yet effective tracker.<\/li>\n<li>Provides a probability percentage average of prospects.<\/li>\n<li>Includes visual bar graphs for easy status checking.<\/li>\n<\/ul>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Free to download.<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Leads Sales Tracking Spreadsheet<\/p>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<ul>\n<li>Good starter template for smaller businesses.<\/li>\n<li>Easy to keep track of communications.<\/li>\n<li>Plan future contacts and follow-ups.<\/li>\n<li>Indicate lead sources to identify how prospects found your business.<\/li>\n<\/ul>\n<\/td>\n<td colspan=\"1\" rowspan=\"1\">\n<p>Free to download.<\/p>\n<p>Additional features and full product available with paid plans:<\/p>\n<p>Pro. $9 per user\/month.<\/p>\n<p>Business. $19 per user\/month.<\/p>\n<p>Enterprise. Contact sales for pricing.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><a><\/a> <\/p>\n<h2><strong>Make Smart Decisions With a Sales Activity Tracker<\/strong><\/h2>\n<p>I\u2019ve found that the best thing about a sales activity tracker or sales team tracker is that it can give you the full picture of your sales floor\u2019s productivity, broken down into close rates, projected revenue, and individual contributor performance.<\/p>\n<p>Having your finger on the pulse of these numbers means you\u2019ll make better-informed decisions more quickly.<\/p>\n<p>Whether you\u2019re a sales rep, a sales manager, or an executive or board member, I guarantee you\u2019ll find the information you need to do your best work in a sales activity tracker.<\/p>\n<p><em>Editor&#8217;s note: This post was originally published in September 2020 and has been updated for comprehensiveness.<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\" width=\"1\" height=\"1\" style=\"min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; \" class=\"lazyload\" data-src=\"https:\/\/track.hubspot.com\/__ptq.gif?a=53&amp;k=14&amp;r=https%3A%2F%2Fblog.hubspot.com%2Fsales%2Fsales-activity-tracker&amp;bu=https%253A%252F%252Fblog.hubspot.com%252Fsales&amp;bvt=rss\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Calendars, planners, to-do lists. These are just a few of the tools we use to stay on top of our day-to-day activities. But how can you stay on top of your sales activities? With sales activity trackers. If you\u2019re a sales leader, it\u2019s important to determine the key metrics for evaluating your sales team. By [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":908,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[],"class_list":["post-902","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales"],"_links":{"self":[{"href":"http:\/\/www.blissfulyogaandmassage.com\/index.php\/wp-json\/wp\/v2\/posts\/902","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.blissfulyogaandmassage.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.blissfulyogaandmassage.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.blissfulyogaandmassage.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.blissfulyogaandmassage.com\/index.php\/wp-json\/wp\/v2\/comments?post=902"}],"version-history":[{"count":2,"href":"http:\/\/www.blissfulyogaandmassage.com\/index.php\/wp-json\/wp\/v2\/posts\/902\/revisions"}],"predecessor-version":[{"id":936,"href":"http:\/\/www.blissfulyogaandmassage.com\/index.php\/wp-json\/wp\/v2\/posts\/902\/revisions\/936"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/www.blissfulyogaandmassage.com\/index.php\/wp-json\/wp\/v2\/media\/908"}],"wp:attachment":[{"href":"http:\/\/www.blissfulyogaandmassage.com\/index.php\/wp-json\/wp\/v2\/media?parent=902"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.blissfulyogaandmassage.com\/index.php\/wp-json\/wp\/v2\/categories?post=902"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.blissfulyogaandmassage.com\/index.php\/wp-json\/wp\/v2\/tags?post=902"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}