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The title slide and first slides of the Monthly Sales Tracker template

Monthly Sales Tracker

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
4
Difficulty
Beginner
Updated
November 6, 2026

Every slide (4)

Overview

This template records every sale in one log. The Sales tab holds one row per sale, with its date, month, product, region, customer, units and amount. The Targets tab holds the sales target for each month.

The Dashboard totals sales, units and progress against target, then shows sales by region and each month's target against actual sales, with charts. It suits a small sales team that reports monthly.

It comes with sample data. Make a copy, then replace the sample rows with your own sales and targets. Formulas, dropdowns and charts update on their own.

Useful for

  • Reporting monthly sales to the team or to the owner
  • Seeing which regions and products are selling best
  • Checking whether each month is on track for target

What's included

  • 4 tabs: Dashboard, Sales, Targets, How to use
  • Dashboard: a dashboard with 4 summary figures
  • Sales: a table
  • Targets: a table
  • 2 charts that update as you type
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Sales tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Monthly Sales Tracker template free?

Yes. Download the template and use it in Google Sheets or Excel at no cost.

Does it work in Excel?

Yes. Download the .xlsx file to open it in Excel. The formulas, dropdowns and charts work in both Excel and Google Sheets.

Can I track more than three months?

Yes. Add a row for each month on the Targets tab and add the month to the Month list (Data, then Data validation). Then add a matching row to the monthly breakdown on the Dashboard.

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  • #sales-tracker
  • #google-sheets
  • #excel
  • #spreadsheet-template
  • #free-template

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