Prospect Tracking Spreadsheet

If you are in the sales business, one of the most important tools you can use is a prospect tracking spreadsheet. This tool is invaluable in the process of finding your new leads and keeping track of them, because it helps you see where you have the best prospects and how they are converting into sales.

A spreadsheet is a document that contains multiple sheets of information, arranged in rows and columns. You can put information on the sheet, such as a sales report, a spreadsheet of your customers, and any other type of report. It also has a function that allows you to create charts and graphs.

Client Prospect Tracking Spreadsheet and Prospect Tracker Excel Template
Client Prospect Tracking Spreadsheet and Prospect Tracker Excel Template

Download by size:Handphone Tablet Desktop (Original Size)

When you are using this spreadsheet, you will be able to organize it so that you can sort through the results and see where you need to focus your attention. Here are the different types of sheets that you can put in a spreadsheet:

Sales – This is a report that lists all the items that have been sold. The sheet will include all the names of the people who made the sale, as well as the date and time of the sale. You should check on the reports for accuracy every once in a while.

Sales – This will contain a list of all the sales that were generated from the spreadsheet. The reason why this sheet is referred to as “Sales” is because it has the ability to calculate a profit for your company. By entering into this sheet all the data that pertains to the sales that your company generates, you will be able to see which sales are generating the highest profits.

Customer – This includes details on all the customers that entered your spreadsheet. This includes the name of the customer, the address of the customer, and the date and time of the transaction.

Client Referral Tracking Sheet
Client Referral Tracking Sheet

Download by size:Handphone Tablet Desktop (Original Size)

Charts – This section will contain the details of all of your sales, as well as any changes that were made to the sales. This will help you keep track of which sales made more profits and that sales made less. You can then create a chart that shows what kind of sales you had, and which ones you were unsuccessful with.

Charts are a great way to show that sales were the most profitable and which ones were unsuccessful. They are very easy to make, because they only require basic Excel skills. You do not have to be an expert to use these charts to their fullest potential. Because of this, many people think that they are free to use.

Excel Prospect Tracking Spreadsheet and Sales Prospect Tracking Template
Excel Prospect Tracking Spreadsheet and Sales Prospect Tracking Template

You can also use these sheets to help you track which charts you need to make. For example, if you want to track which sales changed the most after a certain period of time, you can enter the date and time of the transaction into the Charts section. From there, you can click the Chart icon and see what change it brought about.

In addition to this, you can use this chart to track which sales were the most successful at changing the price of the product. Or you can track which sales made more profits than others, by measuring how much money was changed between each sale. When making a chart, you can also use these charts to show you which sales were successful.

Finally, you can use this sheet to track the number of calls that your prospect made after the sales. For example, if you wanted to see how often your prospects called to buy a certain item, you can enter their number of numbers into the Sales section of the spreadsheet. You can use these numbers to find out how many calls your sales representatives made on average. This can help you determine which sales agents were generating the highest profits.

Using a spreadsheet is easy, but you still need to remember one important thing: you have to keep the data accurate. You should not make any changes to the data if you think you may find them inaccurate. This may mean spending some time to make sure that you do not have a clerical error or a spelling mistake.

Once you have this type of spreadsheet, you will quickly see how useful it can be. It is important that you learn to use it to your best advantage. If you take the time to learn how to make it work for your company, you will be surprised by the benefits that you will enjoy.