Sales Performance Dashboard | Excel & Google Sheets Tracker for Small Teams

Stop juggling messy spreadsheets. Get a real dashboard that actually shows you how your team is performing.

This is a fully-built sales performance tracker designed for small business owners, sales managers, and service-based companies who want a clear, at-a-glance view of their team's results — without paying for expensive CRM software or hiring someone to build a custom system.

Every employee gets their own tab with a unique signature color carried throughout the workbook. Enter their jobs, mark them as Sold, Lost, or Open, and watch the KPIs and pie charts update automatically. The main Dashboard rolls everything up into one clean, color-coded view of your entire team.

There's also a dedicated Call Center tab for tracking your booking team's calls, bookings, booking rate, and average calls per day — perfect for service businesses with a separate front-office team.

What's included:

– Dashboard tab — team-wide KPI cards (Total Sales, Total Opportunities, Deals Sold, Avg Close Rate) plus a per-employee comparison table

– Call Center tab — booking performance KPIs, per-rep table, and a pie chart showing booking rate by rep

– 8 individual Employee tabs — each with their own KPI cards, status breakdown table, full job log (date, job number, customer name, status, amount), and two color-coded pie charts

– Instructions tab — clear, step-by-step guide for managing the spreadsheet, adding employees, and entering data

Built-in features:

– Auto-calculating KPIs (close rate, average ticket size, share of total sales)

– Color-coded status dropdowns (Sold = green, Lost = red, Open = amber)

– Each employee gets their own unique color across their tab, pie charts, and the main Dashboard for easy visual identification

– Bold, easy-to-read fonts and generous spacing — designed to look great on screen at full size

– Pie charts with bold white slice labels for clarity

– Pre-formatted with $ and % indicators throughout

– 30 job rows reserved per employee, 15 rep rows for the call center — plenty of room to grow

Who this is for:

– Service businesses (HVAC, plumbing, contractors, cleaning companies, etc.)

– Sales teams of 1–8 reps

– Small business owners who want to see their numbers without learning complicated software

– Anyone tired of building dashboards from scratch every time

File details:

– Format: Excel (.xlsx)

– Compatible with Microsoft Excel, Google Sheets (after one-click conversion), Apple Numbers, and any spreadsheet software that opens .xlsx files

– Instant digital download — file delivered immediately after purchase

– Includes one workbook with all tabs pre-built and ready to use

– Sample placeholder data is included so you can see how everything works — just delete and replace with your real numbers

Important notes:

– This is a digital download. No physical product will be shipped.

– Due to the nature of digital products, all sales are final.

– For best results, open in Microsoft Excel. Works in Google Sheets after uploading and converting.

– Want to automate data entry from your CRM or field service software? We can scope custom integrations — message us to discuss your tools.

– This template is for personal/business use only. Do not resell, redistribute, or share the file.

Cells with formulas are locked to prevent accidental edits — you can unlock any sheet by right-clicking the tab and selecting Unprotect Sheet

Questions before purchasing? Send us a message — we're happy to help.