# Design a sales tracker spreadsheet for my team

A tracker that separates new and existing business, shows each rep's weekly and monthly results by product, and charts the trend.

- Topic: Sales
- Framework: Few-Shot
- Level: Standard
- Tags: Sales, Data & Analytics, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/design-a-sales-tracker-spreadsheet-for-my-team

## Prompt

```text
Help me design a sales tracker spreadsheet for my team.

**Tool:** [Excel / Google Sheets]
**What we sell:** [products or product categories - e.g. "bonds, unit trusts, and insurance products", "software plans"]
**Sale types to separate:** [e.g. new accounts vs. top-ups or upsells on existing accounts, renewals]
**Team:** [number of reps, any teams or regions]
**Targets:** [weekly / monthly / quarterly, per rep or per product]
**Pipeline stages we use:** [e.g. Lead, Contacted, Proposal, Closed won, Closed lost]
**What managers want to see:** [e.g. "who's behind target by mid-month", "which product is growing"]

Design:
1. **Data entry tab:** one row per deal with columns for date, rep, client, client type (new/existing), product, sale type, amount, pipeline stage, expected close date, source, and notes. Define each column and use dropdowns for consistency.
2. **Client tab:** clients classified by status (closed, in progress, dormant), with last contact and next action.
3. **Rep performance tab:** weekly and monthly totals vs. target per rep, split by new vs. existing business and by product. Give the exact formulas (e.g. SUMIFS) for my tool.
4. **Charts:** a line chart of each rep's monthly trend and a stacked bar of sales by product, with setup instructions.
5. **Pipeline view:** value by stage and weighted forecast, with the weighting I should confirm.
6. **Rules** to keep data clean: who enters what, by when, and how to handle corrections.

Keep it simple enough that reps will update it daily.
```

## What to fill in

- Excel / Google Sheets
- number of reps, any teams or regions
- weekly / monthly / quarterly, per rep or per product
- e.g. Lead, Contacted, Proposal, Closed won, Closed lost

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