Sales Performance Tracking Project Template

More sales templates

Stay on top of your sales performance with this comprehensive tracking template. It guides you through setting up a robust tracking system, training your team, and establishing a regular reporting schedule.

By following this template, you'll be able to identify gaps, take corrective actions promptly, and ensure your sales targets are consistently met. This structured approach will help you drive continuous improvement and achieve your sales goals.

Get this template on priority matrix

Sales Performance Tracking Project for Priority Matrix

Sales Performance Tracking Project in Priority Matrix

Monitor and improve your sales performance to ensure targets are consistently met.

You can start using Sales Performance Tracking Project or other Sales Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Critical & Immediate

  • Task 1 due in 1 week: Set up sales performance tracking system
    ☐ Identify key performance indicators (KPIs) ☐ Choose a tracking tool or software ☐ Define the process for data entry and update
  • Task 2 due in 2 weeks: Train sales team on how to use the tracking system
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Address queries and concerns
  • Task 9 due in 3 months: Implement corrective actions
    ☐ Identify necessary changes ☐ Develop a plan for implementation ☐ Monitor the impact of the changes

Critical & Not Immediate

  • Task 3 due in 3 weeks: Establish a regular reporting schedule
    ☐ Decide on frequency of reports (daily, weekly, monthly) ☐ Assign responsibility for reporting ☐ Define the format of the report
  • Task 4 due in 1 month: Set sales targets
    ☐ Review past sales data ☐ Consider company goals and market conditions ☐ Set realistic but challenging targets
  • Task 10 due in 3 months: Reward top performers
    ☐ Identify top performers based on sales data ☐ Choose suitable rewards ☐ Organize a recognition event or presentation

Not Critical & Immediate

  • Task 5 due in 1 month: Communicate sales targets to the team
    ☐ Explain the rationale behind the targets ☐ Discuss the tracking system and reporting schedule ☐ Address queries and concerns
  • Task 6 due in 6 weeks: Monitor sales performance
    ☐ Regularly review sales reports ☐ Check progress against targets ☐ Identify any issues or gaps

Not Critical & Not Immediate

  • Task 7 due in 2 months: Review sales strategies
    ☐ Analyze effectiveness of current strategies ☐ Identify areas for improvement ☐ Make necessary adjustments
  • Task 8 due in 2 months: Conduct sales team meetings
    ☐ Discuss sales performance ☐ Address any issues or challenges ☐ Share best practices and success stories