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Sales Tracker Spreadsheet Template
Use this free template with Google Sheets and Microsoft Excel
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Template Specification
Format
Google Sheets, Microsoft Excel
Created
September 10, 2025
Last Updated
June 20, 2026
Community
Added to collections by 19 Users
Usage Stats
128 downloads this month
About this template
This Sales Tracker spreadsheet template will become your one-stop tool for tracking and improving your sales. Our unique sales sheet template comprises three sheets that provide a comprehensive overview of your sales and key metrics. Best of all, you can download it in Excel format or get a free Google Sheets copy.
Save Money on Expensive CRMs - Better Use Our Sales Tracker
Our sales tracker template is no worse than expensive templates or Notion CRMs. Inside, you'll find everything you need to track and organize sales efficiently.
Our template consists of three sheets:
- Sales Dashboard. This sheet contains seven different charts and graphs that are automatically generated based on the order information you enter. They visualize the number and total amount of sales, as well as metrics such as sales by product type, deal status, sales manager, lead source, and state.
- Sales Log. This is your main table for recording sales details. It consists of 13 columns, including ID, Sale Date, Client Name, City, State, Postcode, Email, Sales Manager, Sale Amount, Product Type, Status, Lead Source, and Notes.
- Setup. In this section, you can customize what will be displayed in the drop-down lists. Enter sales manager names, order statuses, product categories, and lead sources.
You can download Google Sheets digital tool right away. Use it for free with your team.
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PLATFORM
Google Sheets
Opens in browserMicrosoft Excel
.xlsx
PAPER SIZE
A4 Landscape
Google Sheets – A4 Landscape
No account required • Attribution required
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WHAT’S INCLUDED
Sales Dashboard with automatic charts
Detailed Sales Log for transactions
Setup tab for customization
Real-time sales tracking features
Tracker Tips
1
Update sales data weekly for best results
2
Customize categories to fit your business
3
Use charts to analyze trends
4
Set up email notifications for updates
FAQ
Is this template compatible with Excel?
Yes, it works with both Google Sheets and Excel.
Is it easy to use?
Yes, it's designed for simplicity and efficiency.
Can I customize the template?
Yes, you can customize fields and categories.
Is the template free to download?
Yes, it's free for personal and business use.
What makes this different from other sales trackers?
It provides both detailed logs and visual dashboards.
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How to Use and Edit This Template
1
Get Your Document
Click the "Edit Template" button to create your own editable copy in Google Sheets or download for Microsoft Excel
2
Customize Everything
Easily change colors, fonts, and layouts to match your unique style or brand identity
3
Add Your Content
Fill in your data, upload images, and replace the placeholder text with your own information
4
Print, Export, or Share
Print, export as PDF, or share instantly
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