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Sales tracker templates

3 templates

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Compare sales tracker versions

Customer Order TrackerMonthly Sales TrackerSales Commission Calculator
FormatSpreadsheetSpreadsheetSpreadsheet
Works inGoogle Sheets and ExcelGoogle Sheets and ExcelGoogle Sheets and Excel
Length4 slides4 slides4 slides
StyleEditorialCorporateModern

How to choose a sales tracker template

A sales tracker records each sale, the commission it earns and the orders still waiting to be fulfilled. Sales teams and small shops use it to measure results and pay commission accurately.

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Cover date and customer, product or service, quantity and value, order status, commission rate and amount, and targets and totals.

Calculate commission from the same written rule every month, and keep the rule at the top of the sheet so every payment can be checked.

Compare Customer Order Tracker, Monthly Sales Tracker, and Sales Commission Calculator, all 4 pages long, then pick the closest match and replace the sample text with your own.

Questions

What is a sales tracker?

A sales tracker records each sale, the commission it earns and the orders still waiting to be fulfilled. Sales teams and small shops use it to measure results and pay commission accurately.

What should a sales tracker include?

Include date and customer, product or service, quantity and value, order status, commission rate and amount, and targets and totals. Calculate commission from the same written rule every month, and keep the rule at the top of the sheet so every payment can be checked.

How is sales commission calculated?

Commission is usually a percentage of sales, a flat amount per sale, or a higher rate once a target is passed. Write the rule down so each payment can be checked against it.

How do I track customer orders?

Record each order with its date, items, due date and status, such as received, packed or shipped. Review open orders daily so late ones are caught early.

How often should sales totals be reviewed?

Check them weekly to catch problems early, and review them monthly against target. Compare each period with the same period last year where you have the data.

Which sales tracker template should I start with?

Start with Customer Order Tracker: Follow each customer order from received to delivered and see what is still open. If that is not the right fit, compare it with Monthly Sales Tracker.

How many pages does a sales tracker need?

The templates here are 4 pages long. Cut any section you do not need; each template explains what its sections are for.

Can I make a sales tracker in Google Sheets?

Yes. These sales tracker templates work in Google Sheets and Microsoft Excel. All 3 templates are free, with no account or email needed.

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