8+ Sales Tracking Examples & Templates


Marketing a product helps in generating leads for a business or brand. The sales department connects with the leads and converts them into clients for a company. Hence, to track the sales of a firm it is essential to know the number of leads the marketing team can generate in a period of time. It is also necessary to identify different kinds of leads and work systematically with them to get the desired output. Investing in the marketing of a product and failing to achieve the required sales, results in net loss for the company. Therefore it is necessary to track sales for making and revising policies related to different sections of the firms.

This article includes templates, examples, forms, and samples related to sales tracking in different types of business.

Sales Tracking Examples & Templates

1. Restaurant Sales Tracking Template

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File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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The above file is a seven-page comprehensive restaurant sales tracking template. It can capture information on invoice summary, product sales registry summary, service sales summary, and transportation details. It is made with standard Google fonts and has original suggestive heading & content. It can be customized as required by the restaurant in terms of content. All the information is captured in tabular format. Download this template in the preferred file format from the three formats available. It is a print ready file with standard alignment and basic document structure.

2. Distributor Sales Tracking Example

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File Format
  • PDF

Size: 153 KB

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This file is an example of a case study published by Binary Semantics. It is a three-page PDF document and is titled Distributor Sales Tracking System. Companies that have an international presence and only one headquarters usually prefer to hire experts for performing a detailed market review for them. Due to increased customer awareness and competition, it becomes difficult for foreign organizations to predict the trend of a specific market. This case study provides information on the solution that the company offers along with its prime objectives. It includes a graphical representation of the working pattern and also includes benefits for clients who intend to use their sales tracking services.

3. Sales Tracking Analysis Template

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File Format
  • PDF

Size: 115 KB

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Advancement and evolution in the IT sector have resulted in accurate sales tracking through software which are exclusively coded for them. One simply has to add relevant data for the analysis. Due to accurate programming, it takes only seconds to display precise sales tracking analysis on screen. The two major benefits of using software are 1.) it saves a lot of time and 2.) the tracking is most accurate. It provides companies with visibility which is required to ensure on-time shipment. It helps in preventing loses due to credit, production, and inventory level issues. This file is a product description template of RLM Apparel Software which is a well-known sales tracking analysis software provider in the market.

4. Sales Target Tracking Example

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File Format
  • PDF

Size: 1 MB

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It is a tedious task for sales employees to efficiently use all the functions of a sales target tracking software. Software providing companies always release an informative sheet with guidelines on how to use basic functions of the software. It provides detailed information on all the functions and methods to use them. This file is a seven-page document published by Pipeline Sales. The file is titled as Sales Target Tracking CRM Arithmetica Guide. It helps users in learning how to set up a sales target with their software. It includes details on four sections viz. defining target period, setting a goal, changing the dynamic target type, and comparing two targets. The file is available for download in PDF format for learning and understanding purpose only.

5. Sales Tracking Evaluation in PDF

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File Format
  • PDF

Size: 953 KB

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Companies always prefer to know the working of the software inside out before making a purchase. Purchasing a sales tracking software involves a decision from the topmost administrators of the company because it shall eventually affect the entire functioning process. Depending on a sales tracking software is depending upon a machine that does the work for a company effectively and accurately. But every software has its limitations and hence it becomes necessary to know about all the details to avoid loses in the future. This file is a one-page graphical representation of a sales tracking evaluation performance system of CRM1 solution. It explains the working of the software in a graphical method with six steps and includes necessary information on each step for clarity of understanding of the user.

6. Sales Tracking Form

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File Format
  • PDF

Size: 68 KB

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The above file is an example of a Camp Card Sales Tracking Form published by the Boy Scouts of America. The form allows an individual to record total sales along with relevant data for submission to the council service center to proceed with the close out of the account. The tabular format can capture information on scout name, cards sold, email address, phone number, earned the patch, and prize selection. The sheet has the provision to include the basic details and contact information of the unit coordinator. The scout families are required to include details on unit sales timeline, distribution & sales plan, booth information, card/money turn-in, and recognition.

7. Sales Tracking Template in PDF

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File Format
  • PDF

Size: 192 KB

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This file is an eleven-page document published by Sales Tracking Technology. It is titled as The Easiest Way to increase your Success. It provides information on tracking individual calls to sales tracking codes, integration via JavaScript, installation, and detection, a summary of the most important steps for installation, quality assurance, and possible sources of error. This file can help an individual understand the in and out of the software provided by the company along with its functioning.

8. Sales Tracking Sheet Example

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File Format
  • PDF

Size: 2 KB

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It is important for a tracking sheet to serve its basic purpose of sales tracking for the company in micro and medium scale industries. Such industrial sectors cannot afford to purchase licensed software of sales tracking due to fewer transactions and a comparatively lesser volume of sales. Hence a simple sheet with no design or theme and just columns to capture the required information is required for their sales team. This file is a one-page non-editable template of sales tracking sheet for download and use.

9. Sales Tracking in PDF

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File Format
  • PDF

Size: 200 KB

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This file is a three-page document on sales tracking. The document provides an overview of the introduction to marketing, delivery, and finance process and defines the method of delivering the requirements of the company by the inventory & production application system. It also provides details on the solutions that the company provides on business requirements like general requirements, proposed business process solutions, delivery, and finance.

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