{"id":2719,"date":"2026-01-08T22:00:00","date_gmt":"2026-01-08T23:00:00","guid":{"rendered":"http:\/\/gogetmuscle.com\/?p=2719"},"modified":"2026-07-13T09:16:22","modified_gmt":"2026-07-13T09:16:22","slug":"13-free-sales-tracking-spreadsheets-for-your-pipeline-activities-performance","status":"publish","type":"post","link":"http:\/\/gogetmuscle.com\/index.php\/2026\/01\/08\/13-free-sales-tracking-spreadsheets-for-your-pipeline-activities-performance\/","title":{"rendered":"13 Free Sales Tracking Spreadsheets For Your Pipeline, Activities &amp; Performance"},"content":{"rendered":"<p>Do you want to learn how to keep track of sales and grow your pipeline more efficiently with sales tracking spreadsheets and Excel templates?<\/p>\n<p>You\u2019re in luck!<\/p>\n<p><strong>Use these tried and true free sales tracking templates for tracking your sales pipeline, activities, forecasting, creating compensation plans, managing sales rep performance, and more.<\/strong><\/p>\n<p>New to pipeline? Check out my comprehensive article: <a href=\"https:\/\/gtmnow.com\/sales-pipeline-management-best-practices\/\"><span style=\"font-weight: 400\">Sales Pipeline Management 101: Definition and Best Practices<\/span><\/a>  <\/p>\n<hr \/>\n<h3>Table of contents<\/h3>\n<ul>\n<li><a href=\"#s2\"><strong>How to get the most out of your sales tracking templates<\/strong><\/a><\/li>\n<li><a href=\"#forecasting\"><strong>Sales Pipeline and Forecasting Templates<\/strong><\/a>\n<ul>\n<li><a href=\"#1\">#1: Sales Hacker Pipeline Template<\/a><\/li>\n<li><a href=\"#2\">#2: Pipeline Velocity Analyzer<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#outreach\"><strong>Sales Outreach and Email Templates<\/strong><\/a>\n<ul>\n<li><a href=\"#3\">#3: Sales Hacker Tech Press Ecosystem Outreach Spreadsheet<\/a><\/li>\n<li><a href=\"#4\">#4: Cold Email Sales Weekly Activity Spreadsheet<\/a><\/li>\n<li><a href=\"#5\">#5: Sales Hacker Sequence Builder<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#activity\"><strong>Sales Activity Tracking Templates<\/strong><\/a>\n<ul>\n<li><a href=\"#6\">#6: SDR Daily Attack Planner<\/a><\/li>\n<li><a href=\"#7\">#7: Sales Activity Scorecard<\/a><\/li>\n<li><a href=\"#8\">#8: Sales Call Planner<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#performance\"><strong>Sales Management and Performance Templates<\/strong><\/a>\n<ul>\n<li><a href=\"#9\">#9: Sales Manager 1-on-1 Coaching Planner<\/a><\/li>\n<li><a href=\"#10\">#10: Performance Improvement Plan<\/a><\/li>\n<li><a href=\"#11\">#11: SDR Performance Calculator<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#compensation\"><strong>Sales Compensation Templates<\/strong><\/a>\n<ul>\n<li><a href=\"#12\">#12: Sales Compensation Plan Worksheet<\/a><\/li>\n<li><a href=\"#13\">#13: Sales Compensation Plan Agreement<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#takeaways\"><strong>Key takeaways<\/strong><\/a><\/li>\n<\/ul>\n<hr \/>\n<h2 id=\"s2\">How to get the most out of your sales tracking templates<\/h2>\n<p>With so many\u00a0<a href=\"https:\/\/gtmnow.com\/sales-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">amazing sales tools<\/a> available today, you don\u2019t need need complex, bloated spreadsheets.<\/p>\n<p>But you\u00a0<em>do\u00a0<\/em>need reporting, sales tracking, and documentation.<\/p>\n<blockquote class=\"blockquote\">\n<p>These are not complicated models that will take you weeks to figure out. These are basic Excel spreadsheets and docs that any sales leader or rep can use to improve their sales process immediately.<\/p>\n<\/blockquote>\n<p>These free sales tracking spreadsheets will help you plan your sales programs with more confidence, using data and outcomes over your gut.<\/p>\n<hr \/>\n<p style=\"text-align: center\"><strong>Watch: Best practices for managing your pipeline<\/strong><\/p>\n<p style=\"text-align: center\">\n<iframe loading=\"lazy\" title=\"Sales Pipeline Management: Best Practices to Boost Revenue\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/oBYSx_yRWa4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/p>\n<hr \/>\n<h2>13 free downloadable sales tracking spreadsheets and Excel templates<\/h2>\n<p><strong>Pro tip:<\/strong> Download and save a copy of these templates to make them your own!<\/p>\n<h3 id=\"forecasting\">Sales pipeline and forecasting templates<\/h3>\n<h4 id=\"1\">1.\u00a0<a href=\"https:\/\/drive.google.com\/file\/d\/1lmeZKX9SQc5Jb8BKBniShXB_M3R_ia3A\/view?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Sales Hacker pipeline template<\/a><\/h4>\n<p>This basic pipeline tracker spreadsheet gives you a 10,000-foot view of your pipeline for each quarter. You can even use it to generate your <a href=\"https:\/\/www.outreach.io\/blog\/what-is-a-sales-forecast\">sales forecast<\/a>, and adjust the weighting by the probability of each stage in the sales funnel.<\/p>\n<p><strong>Pro tip:\u00a0<\/strong>There are <a href=\"https:\/\/gtmnow.com\/sales-pipeline-stages\/\">5 key stages of the sales pipeline<\/a>.  <\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550698 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: the Sales Hacker Pipeline Tracker Spreadsheet\" width=\"1200\" height=\"666\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/Sales-Hacker-Pipeline-Template-scaled-1.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/drive.google.com\/file\/d\/1lmeZKX9SQc5Jb8BKBniShXB_M3R_ia3A\/view?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h3 id=\"2\">2.\u00a0<a href=\"https:\/\/drive.google.com\/file\/d\/1umpYx7lCxpqiYgvfmjbb0rIdrx4amNMn\/view\" target=\"_blank\" rel=\"noopener noreferrer\">Pipeline velocity analyzer<\/a><\/h3>\n<p>Pipeline velocity is the mother of all sales metrics. Use this spreadsheet to further understand how small changes in your pipeline variables can impact your results.<\/p>\n<p><strong>Pro tip:\u00a0<\/strong>Check out the <a href=\"https:\/\/gtmnow.com\/sales-pipeline-stagnation\/\">7 top causes of pipeline stagnation<\/a>   \u2014 and how to fix them.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550697 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: Pipeline Velocity Analyzer\" width=\"1200\" height=\"588\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/Pipeline-Velocity-Analyzer-300x147-1.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/drive.google.com\/file\/d\/1umpYx7lCxpqiYgvfmjbb0rIdrx4amNMn\/view\" target=\"_blank\" rel=\"noopener\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h2 id=\"outreach\">Sales outreach and email templates<\/h2>\n<h3 id=\"3\">3.\u00a0<a href=\"https:\/\/drive.google.com\/file\/d\/1KcMNHmQdkSb5w6qDR2fcqIjMLpV28wuN\/view?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Sales Hacker press release outreach spreadsheet<\/a><\/h3>\n<p>Securing press is hard. Sales skills and outreach are an essential part of the process.<\/p>\n<p>This sheet provides a detailed overview of the tech-focused press outlets you need to secure coverage on to ensure your PR efforts are successful.<\/p>\n<p><strong>Pro tip:\u00a0<\/strong><span data-sheets-hyperlink=\"https:\/\/gtmnow.com\/partner-ecosystem-strategy\/\"><a class=\"in-cell-link\" href=\"https:\/\/gtmnow.com\/partner-ecosystem-strategy\/\" target=\"_blank\" rel=\"noopener\">Need to Fill Your Pipeline? Look at Your Partner Ecosystem<\/a><\/span>  <\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550696 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: Sales Hacker press outreach tracker\" width=\"1200\" height=\"316\" data-src=\"https:\/\/gtmnow.com\/wp-content\/uploads\/2021\/01\/Sales-Hacker-Tech-Press-Ecosystem-Outreach-Spreadsheet-300x79.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/drive.google.com\/file\/d\/1KcMNHmQdkSb5w6qDR2fcqIjMLpV28wuN\/view?usp=sharing\" target=\"_blank\" rel=\"noopener\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h3 id=\"4\">4.\u00a0<a href=\"https:\/\/drive.google.com\/file\/d\/1jAFASUmQnfssvMet0KfFoJ9-U6rCToqj\/view?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Cold email sales weekly activity spreadsheet<\/a><\/h3>\n<p>If <a href=\"https:\/\/gtmnow.com\/cold-email-examples\/\">cold email<\/a> is the main activity in your prospecting efforts, you need dedicated sheets to track the sales email system. This basic sheet should help you build the foundation for this tracking.<\/p>\n<p><strong>Learn: <\/strong><a class=\"in-cell-link\" href=\"https:\/\/gtmnow.com\/how-to-build-a-sales-pipeline\/\" target=\"_blank\" rel=\"noopener\">How to Build a Sales Pipeline That Always Packs Hot Deals<\/a>  <\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550695 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: Cold email weekly sales activity tracker spreadsheet\" width=\"1200\" height=\"667\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/Cold-Email-Sales-Weekly-Activity-Spreadsheet-300x167-1.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/drive.google.com\/file\/d\/1jAFASUmQnfssvMet0KfFoJ9-U6rCToqj\/view?usp=sharing\" target=\"_blank\" rel=\"noopener\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h3 id=\"5\">5.\u00a0<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1GlJ9nAuSt65RG3fCc9eJo4iOtvcAXKTDCckYVLWtDLU\/edit#gid=0\" target=\"_blank\" rel=\"noopener noreferrer\">Sales Hacker sequence builder<\/a><\/h3>\n<p>Having a defined sales sequence is a major key for breaking into your target accounts. A consistent process makes the sequence execution easier. Use this sheet to build your dream sales sequence.<\/p>\n<p><strong>Learn:<\/strong> <a href=\"https:\/\/gtmnow.com\/outreach-sequences\/\" rel=\"\">Use Outreach? Here\u2019s How to Create, Maintain, and Measure Sequences<\/a>  <\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550694 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: sales tracking sequence builder\" width=\"1200\" height=\"382\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/Sales-Hacker-Sequence-Builder-300x96-1.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1GlJ9nAuSt65RG3fCc9eJo4iOtvcAXKTDCckYVLWtDLU\/edit#gid=0\" target=\"_blank\" rel=\"noopener\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h2 id=\"activity\">Sales activity tracking templates<\/h2>\n<h3 id=\"6\">6.\u00a0<a href=\"https:\/\/drive.google.com\/file\/d\/1fz4nrJ_w6MMMjrYbtGJPU96CQnq5UGgx\/view?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">SDR daily attack planner<\/a><\/h3>\n<p>Hey SDRs! Fill out this doc daily to organize your plan of attack.<\/p>\n<p>This helps you structure your outbound activities and think through the desired outcomes for the day.<\/p>\n<p><strong>Pro tip:\u00a0<\/strong>SDRs don\u2019t need to bear the pipeline burden alone. Learn why Outreach started asking <a href=\"https:\/\/gtmnow.com\/leverage-your-account-executives\/\">AEs to source 30% of pipeline<\/a>.  <\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550693 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: SDR daily planner\" width=\"1000\" height=\"1025\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/SDR-Daily-Attack-Planner-293x300-1.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/drive.google.com\/file\/d\/1fz4nrJ_w6MMMjrYbtGJPU96CQnq5UGgx\/view\" target=\"_blank\" rel=\"noopener\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h3 id=\"7\">7.\u00a0<a href=\"https:\/\/drive.google.com\/file\/d\/1QmHnszm2C7v79L7F5SPIvQy9akTyo9ks\/view?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Sales activity scorecard<\/a><\/h3>\n<p>You need to forecast your activity levels on a quarterly, monthly, and weekly basis to drive consistent outcomes.<\/p>\n<p>You control your activities. Use this sheet to help manage them.<\/p>\n<p><strong>Pro tip:\u00a0<\/strong>Learn <span data-sheets-hyperlink=\"https:\/\/gtmnow.com\/lead-generation-techniques\/\"><a class=\"in-cell-link\" href=\"https:\/\/gtmnow.com\/lead-generation-techniques\/\" target=\"_blank\" rel=\"noopener\">31 Simple, Yet Brilliant Lead Generation Techniques to Supercharge Your Sales Pipeline<\/a><\/span>  <\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550692 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: Sales activity scorecard\" width=\"1200\" height=\"771\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/Sales-Hacker-Activity-Scorecard-300x193-1.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/drive.google.com\/file\/d\/1QmHnszm2C7v79L7F5SPIvQy9akTyo9ks\/view\" target=\"_blank\" rel=\"noopener\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h3 id=\"8\">8.\u00a0<a href=\"https:\/\/drive.google.com\/file\/d\/1xTrk4sXDLO23BtqAv7-ooykj1epxgWLJ\/view?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Sales call planner<\/a><\/h3>\n<p>Planning is a pain\u2026 but it doesn\u2019t have to be. Use this doc to plan your sales calls and improve the results.<\/p>\n<p><strong>Pro tip:\u00a0<\/strong>Make sure you know these <a href=\"https:\/\/gtmnow.com\/discovery-questions-examples\/\">12 discovery call questions to help prioritize your pipeline<\/a>.  <\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550691 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: sales call planner\" width=\"1000\" height=\"1035\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/Sales-Call-Planner-290x300-1.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/drive.google.com\/file\/d\/1xTrk4sXDLO23BtqAv7-ooykj1epxgWLJ\/view\" target=\"_blank\" rel=\"noopener\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h2 id=\"performance\">Sales management and performance templates<\/h2>\n<h3 id=\"9\">9.\u00a0<a href=\"https:\/\/drive.google.com\/file\/d\/1gNmk7T5iKJGx2z6iZGsWzRmpBNZrSTvF\/view?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Sales manager 1-on-1 coaching planner<\/a><\/h3>\n<p>Coaching and managing sales reps is the highest leverage activity in the sales organization. Use this doc to get the most out of your weekly meetings.<\/p>\n<p><strong>Pro tip:\u00a0<\/strong>Learn how to <a href=\"https:\/\/gtmnow.com\/sales-pipeline-reviews\/\">conduct killer pipeline reviews<\/a>   with your team.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550690 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: sales manager 1-on-1 coaching planner\" width=\"1000\" height=\"987\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/Sales-Manager-1-on-1-Coaching-Planner-300x296-1.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/drive.google.com\/file\/d\/1gNmk7T5iKJGx2z6iZGsWzRmpBNZrSTvF\/view?usp=sharing\" target=\"_blank\" rel=\"noopener\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h3 id=\"10\">10.\u00a0<a href=\"https:\/\/drive.google.com\/file\/d\/1lvgVmO-_wBsF9OJ4WKbUwndtKfQW_vL8\/view?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Performance Improvement Plan (PIP)<\/a><\/h3>\n<p>Sales is hard. Many reps won\u2019t make the cut. A PIP can help kick them into gear.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550689 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: performance improvement plan PIP template\" width=\"1000\" height=\"1022\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/Performance-Improvement-Plan-Template-294x300-1.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/drive.google.com\/file\/d\/1lvgVmO-_wBsF9OJ4WKbUwndtKfQW_vL8\/view?usp=sharing\" target=\"_blank\" rel=\"noopener\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h3 id=\"11\">11.\u00a0<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1j0px1yBvXiLsy1rCdjTIKhoU_WNLXkyokqXPlogfmGM\/edit?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">SDR performance calculator<\/a><\/h3>\n<p>It can be tricky to attribute revenue to SDRs, and to set goals that ensure your CAC stays reasonably low. You can use this calculator and spreadsheet template to determine the right goals for your SDR and calculate how impactful their performance is on your top line revenue.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550688 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: SDR performance tracker\" width=\"1200\" height=\"789\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/SDR-Performance-Calculator-300x197-1.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1j0px1yBvXiLsy1rCdjTIKhoU_WNLXkyokqXPlogfmGM\/edit?usp=sharing\" target=\"_blank\" rel=\"noopener\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h2 id=\"compensation\">Sales Compensation Templates<\/h2>\n<h3 id=\"12\">12.\u00a0<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1EB8Mh1Yex8h8KaJA8wz_wLvHEt4yoVOjSXQ13VGJDgI\/edit?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Sales compensation plan worksheet<\/a><\/h3>\n<p>Your compensation model affects your ability to attract top talent and influences the performance of your entire sales team. Build (or re-build) a sales comp plan from the ground up by following this 8-step template that takes you from determining seniority levels and OTE to modeling future compensation and commissions.<\/p>\n<p><strong>Pro tip: <\/strong>A\u00a0<a href=\"https:\/\/gtmnow.com\/sales-compensation-plan-blueprint\/\" target=\"_blank\" rel=\"noopener noreferrer\">good compensation plan<\/a> should be easy to implement and should benefit the involved parties. It should also be an incentive to employees while motivating them to meet the set goals for your organization.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550687 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: sales compensation template\" width=\"1200\" height=\"705\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/Sales-Compensation-Plan-Worksheet-300x176-1.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1EB8Mh1Yex8h8KaJA8wz_wLvHEt4yoVOjSXQ13VGJDgI\/edit?usp=sharing\" target=\"_blank\" rel=\"noopener\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h3 id=\"13\">13.\u00a0<a href=\"https:\/\/docs.google.com\/document\/d\/1csYne-LenbzYbsKkgTyr5zUJ06NTZAZJipAw4_8jZig\/edit?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Sales compensation plan agreement<\/a><\/h3>\n<p>You need a formal way to communicate your compensation plan to your reps, and to ensure you get the mutual commitment to the plan on paper. This template gives you a simple starting point and documents your comp plan in a way that\u2019s easy to understand.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-550686 lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Downloadable tracking spreadsheets for pipeline management: sales compensation contract example\" width=\"1000\" height=\"987\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/Sales-Compensation-Plan-Contract-300x296-1.jpg\"><\/p>\n<p style=\"font-size: 2em;text-align: center\"><strong><a href=\"https:\/\/docs.google.com\/document\/d\/1csYne-LenbzYbsKkgTyr5zUJ06NTZAZJipAw4_8jZig\/edit?usp=sharing\" target=\"_blank\" rel=\"noopener\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u27a1\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/27a1.png\"> Download template <img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"\u2b05\" class=\"wp-smiley lazyload\" style=\"height: 1em;max-height: 1em\" data-src=\"https:\/\/s.w.org\/images\/core\/emoji\/17.0.2\/72x72\/2b05.png\"><\/a><\/strong><\/p>\n<hr \/>\n<h2 id=\"takeaways\">Key takeaways<\/h2>\n<p>Any salesperson worth their salt knows among the keys to success in business is tracking their performance. These sales tracking spreadsheets are an excellent way to manage and evaluate your business. These templates teach salespeople how to keep track of sales, sales management and even sales performance evaluation.<\/p>\n<p>The sales pipeline and forecasting templates are a great way of estimating the incoming profit to your company, and are also used for critical decision making such as budgeting and hiring.<\/p>\n<p>\u00a0<\/p>\n<p>Looking for more on pipeline? Check out this <a href=\"https:\/\/gtmnow.com\/lead-generation-marketing-campaigns\/\">episode of the Sales Hacker podcast<\/a>:<\/p>\n<p><a href=\"https:\/\/gtmnow.com\/lead-generation-marketing-campaigns\/\"><img loading=\"lazy\" class=\"aligncenter lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"The Art and Science of Pipeline Generation: Sales Hacker Podcast \" width=\"1024\" height=\"541\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2026\/01\/lead-generation-marketing-campaigns-feature-image-1024x541-1.png\"><\/a><\/p>\n<p>The post <a href=\"https:\/\/gtmnow.com\/sales-excel-templates\/\">13 Free Sales Tracking Spreadsheets For Your Pipeline, Activities &amp; Performance<\/a> appeared first on <a href=\"https:\/\/gtmnow.com\">GTMnow<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Do you want to learn how to keep track of sales and grow your pipeline more efficiently with sales tracking spreadsheets and Excel templates? You\u2019re in luck! Use these tried and true free sales tracking templates for tracking your sales pipeline, activities, forecasting, creating compensation plans, managing sales rep performance, and more. New to pipeline? [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2721,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[15],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/2719"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=2719"}],"version-history":[{"count":3,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/2719\/revisions"}],"predecessor-version":[{"id":2735,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/2719\/revisions\/2735"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media\/2721"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=2719"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=2719"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=2719"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}