Templates
Sales
Sales Goal Tracker Template
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Sales Goal Tracker Template

Optimize your sales process with our Sales Goal Tracker Template, offering a streamlined approach to setting, tracking, and achieving sales goals.
1
Identify and set primary sales goal
2
Break down primary goal into smaller, monthly goals
3
Identify key performance indicators (KPIs) for tracking progress
4
Set monthly targets for each KPI
5
Create a schedule for regular progress checks
6
Input monthly goals and KPI targets into the Sales Goal Tracker Template
7
Approval: Manager for the set goals and targets
8
Communicate sales goals and KPI targets to sales team
9
Train sales team on how to use the Sales Goal Tracker Template
10
Monitor daily sales activity
11
Record daily sales activity in Sales Goal Tracker Template
12
Calculate weekly progress towards sales goals
13
Update Sales Goal Tracker Template with weekly progress
14
Identify any issues impacting sales goals
15
Devise strategies to address identified issues
16
Adjust sales strategies as necessary based on goal progress
17
Approval: Sales Team for the adjusted strategies
18
Perform monthly review of sales goal progress
19
Update Sales Goal Tracker Template with monthly review results
20
Prepare and present end of month sales reports