An Excel-based template to track progress against sales targets.
This document serves as a tool to track sales performance against defined targets. It allows sales teams and managers to monitor individual and team progress, stay aligned with revenue goals, and identify areas for improvement throughout the sales cycle.
From: {startDate} To: {endDate}
Sales Team: {teamName}
Manager: {managerName}
Target Revenue: ${totalTarget}
Achieved Revenue: ${totalAchieved}
Progress: {progressPercentage}%
{#isTargetAchieved}
Congratulations! The sales target for this period has been achieved.
{/isTargetAchieved}
{^isTargetAchieved}
Warning: The sales target is not yet achieved. Please review individual contributions and strategize accordingly.
{/isTargetAchieved}
Salesperson | Target | Achieved | % Completed | Remarks |
---|---|---|---|---|
{#salespersons}{name} | ${target} | ${achieved} | {percentage}% | {remarks}{/salespersons} |
{#topPerformers}
{/topPerformers}
{notes}
{#nextSteps}
{/nextSteps}
This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download
Download Word Template (.DOCX)Download the Sales Goal Tracker template in .DOCX format. Customize it to suit your needs using your preferred editor (Word, Google Docs...).
Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.
Populate templates with your data and generate Word (DOCX) or PDF documents using data collected from shareable web Forms, APIs, or Integrations.
SpreadsheetXLSX
DocumentDOCX
DocumentDOCX
DocumentDOCX