Sales Goal Tracking Spreadsheet
A sales goal tracking spreadsheet is a combination of a spreadsheet and a goal-setting tool. It is used by sales reps to track their progress on their sales quotas, goals, and rewards. It is based on the Quotient Model of goal achievement.
Some people who’ve worked in companies like Starbucks or Microsoft have described it as a human calendar, but it is actually much more than that. The time-frame on the sales goal tracking spreadsheet doesn’t just start with the current quarter, it goes into the next quarter, then the next quarter, and so on.
Here’s a simple example of how a sales goal works. If you are the “Marketing Manager” for your company, you’ll need to keep track of everything that you and your salespeople have done in a particular quarter, starting from when they were hired until the time they got promoted.
You can start by tallying up your assigned sales quotas. The first quarter, you’ll record how many sales you made, the total sales for the quarter, what the profit was and so on.
Next, you’ll want to assign each salesperson a specific set of sales goals. Each person has a different quota, and it will depend on how many sales they make and whether they achieve the quota for the quarter.
Quotas are important because there are certain kinds of people who get promoted faster than others. For example, some people are more willing to produce more than they have time to sell, while others are more interested in making a lot of money and taking care of their family.
You’ll assign them to separate quotas, with the person who got promoted doing the least number of quota assignments and taking the least amount of time. You’ll use this information to come up with a summary of the sales goals and quotas that you assigned to the people.
However, you’ll also have to record the people’s names, their sales targets, and how much they’re expected to accomplish, along with a summary of the sales goals that they’re assigned. This will help you keep track of all of their efforts.
You’ll then take this list of sales goals and give everyone a “Sales Goal report.” It is a document that help you keep track of who is where in their quotas, and how far they have to go.
The goal of the sales goals report is to make it easy for everyone to know what’s happening with their quotas and sales goals. It will help them understand how they need to go about their sales efforts if they want to maintain the same pace or even increase it.
The Sales Goal Spreadsheet will help you keep track of all of your sales team members’ efforts. It will help them avoid using the wrong sales tactics and encouraging people to work faster or harder than they need to. SEE ALSO : sales commission tracking spreadsheet