Sales tracking spreadsheet for closers: what to track and when to move on

The columns you need

If you're going to use a spreadsheet, track at least this for every call:

• Date and time of the call.
• Prospect name.
• Client or business you're closing for.
• Outcome: closed on the call, closed later, not closed, no-show or rescheduled.
• Offer sold.
• Amount collected.
• Commission rate and calculated commission.

The basic formulas

Show rate: calls that showed up divided by calls booked. Close rate: closes divided by calls that showed up. Commission: amount collected times the rate. To see it by week or by month you'll need pivot tables or date filters.

Where it breaks

• Every call is entered by hand, and the one you forgot doesn't exist.
• Reschedules duplicate rows or overwrite each other.
• One badly dragged formula changes every number without you noticing.
• It's clunky on your phone, which is where you are between calls.
• Putting together a clean monthly summary takes an hour every time.

When to switch to a tracker

If you take more than ten calls a week, close for more than one client or have ever reached the end of the month without knowing what you earned, the spreadsheet is already costing you more than it saves.

The alternative: Closrr

Closrr replaces the spreadsheet: calls sync from Google Calendar, you log the outcome in two clicks, and show rate, close rate, cash collected and commission are calculated automatically. The PDF report is one click away. Try it free for 7 days, no card required.