Free Sales Tracker Template
Sales Tracker
Prepared By: [YOUR COMPANY NAME]
Date: May 20, 2050
I. Sales Goals
|
Target Type |
Sales Target |
|---|---|
|
Monthly Sales Target |
$50,000 |
|
Quarterly Sales Target |
$150,000 |
|
Annual Sales Target |
$600,000 |
II. Sales Data
Details on individual sales, including amounts and dates:
|
Sale ID |
Date |
Customer Name |
Amount |
|---|---|---|---|
|
001 |
2050-10-01 |
Mia Miller |
$1,000 |
|
002 |
2050-10-05 |
Luke Reese |
$2,500 |
|
003 |
2050-10-10 |
Ava Lawrence |
$3,000 |
III. Customer Information
Profiles of clients or leads
|
Customer Name |
Contact Details |
Lead Status |
Notes |
|---|---|---|---|
|
Mia Miller |
241 555 7777 |
Converted |
Interested in bulk orders |
|
Luke Reese |
235 555 7777 |
Lead |
Follow-up next week |
|
Ava Lawrence |
246 555 7777 |
Prospect |
Potential long-term partner |
IV. Performance Metrics
A comprehensive examination and evaluation of conversion rates, revenue figures, and average metrics.
-
Conversion Rate: 30%
-
Average Sale Amount: $2,167
-
Total Revenue: $6,500
