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In this Google Sheets sales tracker guide, you’ll learn how to manage your business sales within Google.
Are you still grappling with the inefficiency of tracking your sales through paper notes or messy spreadsheets?
Well, it’s time to break free from these outdated methods!
Streamlining your sales is essential to ensure your business is heading in the right direction.
And guess what? This is all possible with your favorite collaboration and productivity tool, Google Sheets!
Google Sheets Sales Tracker
If you already use Google Sheets, you’ll know just how powerful it is for managing various aspects of your business.
But did you know that Google Sheets is also a remarkable spreadsheet solution for managing and streamlining your sales?
From nurturing leads to closing lucrative deals, you can effectively track your sales on the same platform you use to organize other critical business data.
Read more: Google Sheets Sales Pipeline Template
Why Track Sales?
Before we dive into using Google Sheets as a sales tracker, why is it important for any business size to track their sales? Here are some common benefits:
- Evaluating sales performance: Tracking sales allows you to examine which products or services are selling well (and which aren’t) to help you make future sales strategy decisions.
- Predict revenue: Tracking sales means you can forecast potential future income based on historical data and trends. Plus, it can also help with planning, budgets, and resources.
- Identifying Trends: Tracking sales also gives you the opportunity to reveal patterns and trends in customer behavior, market demand, and seasonality.
- Customer Insights: Sales tracking information can identify preferences, buying habits, and feedback, which you can use for marketing campaigns, customer experience improvements, and customer loyalty.
- Team Goals: Tracking sales help set realistic targets for your team and allows you to celebrate successes and identify areas for improvement.
Read more: Google Sheets Task Tracker Template.
What Is Google Sheets Sales Tracker?
Google Sheets is not just your average online spreadsheet for organizing and managing various business tasks and contacts.
Did you know you can effortlessly track and manage your entire sales pipeline using Google Sheets?
Simply organize your Google Sheets spreadsheet with columns or sections that cover all the key details you need.
You can track everything from lead details, deal stages, expected revenue, lost revenue, deal status, notes, and follow-up actions within your Google Sheet.
Google Sheets is the ultimate solution for simplifying sales tracking.
Read more: Manage Your Inventory With Google Sheets.
Why Google Sheets Sales Tracker?
You may have heard of other online sales tracking tools like HubSpot, Salesforce, and Monday.com.
These platforms typically claim their product is more intuitive and easy to use than Google Sheets or other spreadsheet tools.
And don’t get me wrong, I love and promote these products too!
But this leaves many business owners wondering……is Google Sheets the most effective way to track business sales?
I believe that Google Sheets is just as effective as these other online tools, especially if you already use Google products!
Why, you ask? Well, you can create customized spreadsheets to monitor sales performance, track revenue, and analyze customer data on the same platform you use every day.
You can even generate reports, formulas, or custom charts for your sales with Google Sheets!
Plus, you can collaborate with your team, update sales data in real-time, and integrate this data with other Google Apps.
Using Google Sheets as a sales tracker is a versatile, cost-effective solution for small businesses looking to streamline their sales tracking process.
Okay, with that said, how can you leverage Google Sheets to effectively manage your sales?
Read more: How To Send Emails From Google Sheets?
Google Sheets Sales Tracker Template
With ready-to-use sales tracker templates, you can easily keep tabs on every step of your sales process, from that initial contact to sealing the deal!
When it comes to sales tracker templates, you’re spoilt for choice with Google Sheets. Here are some options:
- Google Sheets template gallery for basic CRM templates.
- HubSpot’s free sales templates.
- Etsy’s free and paid Google Sheets sales tracker templates.
- BetterSheets for specialized templates tailored to your business and brand.
However, if you’re looking for an all-in-one CRM and business template that’s fully integrated with your Google Sheets account, I’ve created the perfect solution for you.
Read more: Google Sheets Issue Tracker.
My Google Sheets Sales Tracker Template (Sheetify CRM)
Introducing Sheetify CRM, an ultimate solution that can organize and supercharge your sales through Google Sheets.
As a fellow business owner, I understand firsthand the struggles of juggling multiple applications to organize tasks, emails, leads, sales, inventory, and more.
This is why I decided to develop my very own Google Sheet template – Sheetify CRM!
Sheetify CRM is essentially a Google Sheets template that comes with pre-loaded columns, rows, and forms so that you can manage your sales without hesitation.
Honestly, this is a game-changer for small and micro-business owners just like you!
Looking to streamline and track your sales and contacts? Efficiently manage leads and tasks? Resolve issues? Send emails? Manage inventory? Sheetify CRM has your back.
And that’s not all – with the dynamic performance dashboard and reporting feature, you can monitor all operational aspects within your business in real-time.
Say goodbye to the hassle of switching between multiple apps and embrace the efficiency, convenience, and effectiveness of Sheetify CRM.
Read more: Best Google Sheets CRM Template.
How Much is Sheetify CRM?
Can you believe that Sheetify CRM is yours for a one-lifetime payment of just $67!
That’s right, with just one single payment, you’ll gain unlimited, lifetime access to this powerful tool without any ongoing subscription fees or hidden extra costs.
But wait, there’s more! Your one-time payment provides access to the current version and all upcoming software updates.
That’s what I call value!
Check out my video below on how to use Sheetify
Sheetify CRM Features For Sales Tracking
Okay, now that you know what Sheetify CRM is – how can you use it to track your sales?
Well, there are actually many features within Sheetify that can help you track and manage your sales!
Sheetify CRM Sales Pipeline
Sheetify CRM’s dedicated ‘Sales Pipeline’ tab is where you can view and manage your ongoing sales.
This tab showcases your total deals, total value, average deal value, and won and lost deals.
Plus, here you’ll see the entire sales overview process through a handy Kanban board view with these customizable headers:
- Qualified Leads.
- Details Discussed.
- Price/Negotiation.
- Details Accepted.
- In Progress.
- Job Complete.
- Circle Back.
Note: You can edit, add, or delete these headers under the ‘Settings’ tab.
To move your deals through your sales pipeline:
- Go to the ‘Contacts & Leads’ tab.
- Find the contact associated with the deal you want to progress.
- Click on ‘Sales Status’ and choose the relevant stage from the drop-down menu.
Sheetify’s tabs and records are intelligently linked, meaning that updating the sales status within ‘Contacts & Leads’ automatically moves the deal to the next sales pipeline stage.
Sheetify CRM Sales Calendar
The ‘Sales Calendar’ tab brings you a comprehensive view of all your upcoming deals in a convenient rolling monthly calendar.
This is invaluable for identifying deals due next month (or reviewing past and future deals).
Sheetify CRM Sales Tasks
Sheetify seamlessly integrates with Google Tasks, empowering you to organize and manage your sales tasks!
A sales task represents an action required to move a contact through your sales pipeline.
These sales tasks and related notes can be easily added within the ‘Contacts and Leads’ tab within Sheetify CRM.
Sheetify CRM Analytics Dashboard
The Sheetify CRM dashboard allows you to analyze and measure lost and won deals, tasks, revenue, emails sent, and more.
Plus, if you sell products, you can view the top 10 selling products or services of all time or how many products were sold in a particular time period.
You can even identify which sales were completed by particular team members and measure their performance.
This dashboard is super insightful and is the perfect tool for forecasting revenue and trends, identifying areas of improvement, and so much more.
Read more: Best 7 CRM Software For Small Business.
Stews Final Thoughts
So that brings me to the end of this Google Sheets sales tracker article!
Honestly, tracking your sales has never been easier with the help of Google Sheets.
By leveraging Google Sheets’ power, convenience, and affordability, you can streamline your sales process and ultimately grow your business.
And what better to use than Sheetify CRM?
You can optimize your sales process without breaking the bank with one-lifetime payment and continuous software updates.
Thanks for reading all the way to the end.
Frequently Asked Questions
What Is Google Sheets Sales Tracker?
Google Sheets Sales Tracker is a customizable CRM template used within Google Sheets that can help you manage and track your sales and grow your business to success!
Does Google Sheets Have a CRM?
There are many online Google Sheets CRM templates out there.
I suggest using my customizable, fully functional Google Sheets CRM template, Sheetify CRM, to manage your customers, sales, emails, issues, and more.
How Much Is Google Sheets CRM?
The price of a Google Sheets CRM template varies depending on functionality and customization.
My complete business toolkit, Sheetify CRM, is available for a one-time payment of $67!
