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Sales Team Management & Goal Tracking Template

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If you’re leading a sales team or just thinking of creating a sales team for your business, this is the template you will need to measure and track your team’s sales activities and performance.

You need to know the number of meetings scheduled for the sales goals, the ROI, how many SDRs you hire, their cost, how much revenue to expect, and many more…

The Sales Team Management & Goal Tracking Template provides you to handle all of them with the followings:

Meeting & Revenue Quota Setter – For those who don’t know how much revenue to expect from the sales team. Included benchmarks to SaaS best practices.

SDR Meeting Quota Setter – For those who already have a revenue target. This quota setter will tell you how many meetings you need per SDR.

Calculate ROI given your substantial metrics.

Determine how many sales each salesperson should make to cover your sales team costs.

See your track to hit your goals for the year with the forecast function
Identify a fair bonus system for SDRs.

Just change the yellow cells reflecting your business goals and relevant metrics. Formulas will work themselves!

Start using Sales Team Management & Goal Tracking Template for a more sustainable & cost-optimized business today!