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There are many ways to use your data to improve sales performance, but keeping track of sales is an absolute must. While Google Sheets cannot replace a CRM, you can certainly use it to keep track of your leads, sales, and whatever KPIs you wish to focus on. You can create a dashboard that is as simple or complex as you require by adding visualizations or data summaries. Sheets also allows you to share different parts of your spreadsheet with varying levels of permission, and you can use a tool like Layer to automate data flows and access controls.

In this article, you’ll learn how to keep track of sales in Google Sheets by creating your own dashboard, so you can keep overall track of your company’s sales using whatever KPIs you are interested in. You will also learn about Layer’s sales tracking template, which you can use directly or customize to suit your needs.

Why Use Google Sheets for Sales Tracking?

Google Sheets is not only free but also well-integrated with other Google products, like Forms, Drive, Analytics, BigQuery, etc. If you already use Sheets, you may have already used some of its sharing and collaboration features, as well as some of the many add-ons available to connect to platforms like Salesforce.

To learn more about this, check out our related articles on:

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How to Track Sales in Google Sheets With Your Own Sales Dashboard?

Follow the steps below to build your own sales dashboard in Google Sheets, using whatever metrics and KPIs you want.

1. Select the data

The success of your dashboard will depend on how well you have chosen the KPIs and how you have chosen to visualize them. Before you start, spend some time thinking about the metrics you can use and what KPIs are most important for your company.

2. Build the master input tab

Add a table where each column contains one of your selected metrics from the previous step.

How to Track Sales in Google Sheets Template Build Master Input Tab
How to Track Sales in Google Sheets (+ Template) - Build Master Input Tab

In order to make things easier for users, you can add data validation to different fields. For example, drop-down menus to ensure standard terminology.

How to Track Sales in Google Sheets Template Add Data Validation
How to Track Sales in Google Sheets (+ Template) - Add Data Validation

3. Duplicate the input tab

Make as many duplicates of the input tab as you need, usually one per sales rep or sales team. Make sure you name each tab in a way that is easy to identify and reference.

How to Track Sales in Google Sheets Template Duplicate Input Tab
How to Track Sales in Google Sheets (+ Template) - Duplicate Input Tab

4. Build the Dashboard tab

Add a new tab for your dashboard and decide where and how you want to display each KPI.

How to Track Sales in Google Sheets Template Add Dashboard Tab
How to Track Sales in Google Sheets (+ Template) - Add Dashboard Tab

5. Add formulas and visualizations

Once you have selected the charts and formulas you need for your KPIs, add them to the dashboard and make sure they are pulling data from all the input sheets.

How to Track Sales in Google Sheets Template Insert Functions and Charts
How to Track Sales in Google Sheets (+ Template) - Insert Functions and Charts

6. Share your dashboard

Share the input tabs with the people who will be adding new data. To learn more about sharing in Google Sheets, check out our related articles on How to Share Google Sheets and How To Share Only One Tab in Google Sheets.

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Sales Tracking Template in Google Sheets

As you saw in the previous section, it’s possible to build as simple or as complex a dashboard as you want. However, it can be daunting to start from scratch. Fortunately, you have the Layer template available to get you started. The sales-lead-tracking template will save you time and errors, as it already has the formulas you need. That way, you can focus on customizing to fit your company’s needs.

You can download and follow the instructions below to use our free Sales Lead Tracking Template.

  1. 1. Open the downloaded file in Google Sheets.
How to Track Sales in Google Sheets Template Open Sales Lead Tracking Template in Sheets
How to Track Sales in Google Sheets (+ Template) - Open Sales Lead Tracking Template in Sheets
  1. 2. Click on the ‘Info’ tab for instructions and suggestions on using the template.
How to Track Sales in Google Sheets Template Info Tab
How to Track Sales in Google Sheets (+ Template) - Info Tab
  1. 3. Click on the Dashboard tab to see sales KPIs for the company.
How to Track Sales in Google Sheets Template Dashboard Tab
How to Track Sales in Google Sheets (+ Template) - Dashboard Tab
  1. 4. Click on one of the ‘Owner#’ tabs to see the table where sales reps can input their sales data, as well as the data validation features used in different fields.
How to Track Sales in Google Sheets Template Data Validation for Input Tabs
How to Track Sales in Google Sheets (+ Template) - Data Validation for Input Tabs
  1. 5. The template is easily editable, so you can customize it, add fields and KPIs, and choose whatever visualizations you prefer for your dashboard. By using Layer, you can also schedule Automatic updates and sharing, as well as synchronize data in multiple formats, from multiple sources.

How to automate your FP&A on top of Google Sheets?

Layer is an add-on that equips finance teams with the tools to increase efficiency and data quality in their FP&A processes on top of Google Sheets. Share parts of your Google Sheets, monitor, review and approve changes, and sync data from different sources – all within seconds.

Using Layer, you can:

  • Share & Collaborate: Automate your data collection and validation through user controls.
  • Automate & Schedule: Schedule recurring data collection and distribution tasks.
  • Integrate & Sync: Connect to your tech stack and sync all your data in one place.
  • Visualize & Report: Generate and share reports with real-time data and actionable decisions.

Limited Time Offer: Sign up today and get free access to Layer, including all the paid features, so you can start managing, automating, and scaling your FP&A processes on top of Google Sheets!

Conclusion

As you have seen, it’s easy to keep track of sales in Google Sheets. You now know how to build your own sales dashboard in Sheets and use our free template to keep track of your sales. You can create a dashboard so that you always have your main KPIs available at a glance.

Using a tool like Layer, you can bring together data from different sources and in different formats, using automated flows to ensure the right data is shared with the right people. Make the most out of your sales data so you can invest your resources on the most promising leads.

Hady ElHady
Hady is Content Lead at Layer.

Hady has a passion for tech, marketing, and spreadsheets. Besides his Computer Science degree, he has vast experience in developing, launching, and scaling content marketing processes at SaaS startups.

Originally published Sep 6 2022, Updated Sep 23 2022