SmartHelping / Sales Reporting / Excel
Printable Sales Tracker
Turn a simple sales log into monthly and year-to-date reports. Review sales totals, the number of sales and average value per sale, compare results with last year, and print a report for one product or service or the whole business. Includes Excel and Google Sheets versions.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
See the tracker in action
From sales entries to a printable report.
Watch the walkthrough to see how the sales tracker works. Open the screenshots below to preview the reporting layout and charts.
What the tracker reports
See the sales activity behind the total.
The dashboard brings monthly results, year-to-date performance and prior-year comparisons together in a 12-month view.
Monthly and YTD sales
Track sales amounts throughout the year and review the year-to-date total alongside the monthly figures.
Number of sales
Review the count of sales made across the 12-month reporting view, alongside the sales amounts.
Average value per sale
See the average value per sale together with sales counts and totals to understand changes in the sales activity.
One product, one service or ALL
Show an individual product or service, or choose ALL to consolidate every product and service into one report.
Last year’s monthly results
Review last year’s sales by month and in total, with current-year sales shown below for a straightforward comparison.
Comparison charts
Compare this year with last year visually and review the percentage of last year’s sales attained so far.
Three data points drive the dashboard
Record the date, what sold and the amount.
The sales log keeps data entry simple. Enter these three details for each sale to drive the reporting dashboard.
Date of the sale
Enter the transaction date so the sale is included in the appropriate month and year.
Product or service sold
Identify the product or service so you can review it individually or include it in the consolidated ALL view.
Sale amount
Enter the value of the sale. The dashboard uses the recorded sales to produce totals, counts and average value per sale.
How to use the tracker
Keep sales reporting straightforward.
Enter the sales data
Record the date, product or service and amount for each sale. Include the prior-year sales data you want to use for comparison.
Choose the reporting view
Review an individual product or service, or select ALL to see the consolidated business results.
Compare the results
Review monthly sales, sales counts, average sale values and YTD totals. Compare this year with last year and see the percentage of last year’s sales attained.
Print the report
Use the printable report layout to share or keep a record of the sales results. Both the Excel and included Google Sheets versions support printing.
Two spreadsheet versions included
Print reports from Excel or Google Sheets.
The purchase includes the Excel template and a printable Google Sheets version.
Excel sales tracker
Use the Excel workbook to enter sales, review monthly and YTD results, compare prior-year performance and produce a clean historical sales report.
Google Sheets version
The included Google Sheets version is also printable, giving you another way to maintain the sales log and review the dashboard.
Who the tracker is for
For businesses that need a clear record of sales.
Product and service businesses
Track sales for individual offerings or review everything together. Use the monthly view to identify stronger and weaker periods in the historical results.
Owners and reporting teams
Maintain a simple sales log, compare current performance with last year and print reports for review and recordkeeping.
Also available in these bundles
Need more sales and customer tracking tools?
This template is included in the Sales Pipeline / CRM templates bundle. The Super Smart Bundle provides access to the complete public SmartHelping template collection.
Sales Pipeline & CRM Templates
Explore tools for managing sales opportunities, customer pipelines and sales performance.
View the Sales Pipeline / CRM bundleSuper Smart Bundle
Access the complete public SmartHelping template collection across industries and financial-analysis needs.
View the Super Smart BundleQuestions before you buy
A few useful details.
What information do I enter for each sale?
Enter the date of the sale, the product or service sold and the sale amount. Those three data points drive the dashboard.
Can I view all products and services together?
Yes. Choose an individual product or service for a focused report, or select ALL to consolidate the results.
What does the 12-month view show?
It displays sales amounts, the count of sales made and average value per sale. The tracker also provides year-to-date sales reporting.
How does it compare this year with last year?
The report shows last year’s monthly and total sales alongside current-year results, with comparison charts and the percentage of last year’s sales attained.
Are both spreadsheet versions printable?
Yes. The Excel template and the included Google Sheets version both support printable sales reports.
Make sales reporting easier
Track the sales. Review the changes. Print the report.
Get the Printable Sales Tracker for $45, including Excel and Google Sheets versions.
