Get complete control of your company sales, follow your sales team goals, analyze sales channels and understand the profile of your customers with clarity.
Register everything that is essential for sales management:
Record each sale with all the details: what was sold, to whom, amounts, negotiation status and more. This data automatically feeds your reports and dashboards.
Set global goals or goals specific to each sales channel. Follow performance and know exactly where to adjust your strategy to sell more.
Get access to three types of reports:
View your main sales indicators with charts and panels that are easy to interpret. Make strategic decisions faster and with more confidence.
Sales control goes far beyond recording transactions. It covers the entire journey: from the arrival of raw materials to delivery to the customer. With it, your company can:
Check the main benefits of efficient sales control:
Organize the commercial flow, follow receipts, control payment methods and keep taxes in order.
With an organized history, you can identify seasonality, forecast results and act in advance.
With the data at hand, offer personalized experiences and increase customer loyalty.
Record what was sold and what is still in stock to guarantee reliable data on inflows and outflows.
Analyze performance by channel, team or product and make decisions based on real data.
1. Record All Sales — include complete data: product, amount, customer, channel, payment method and taxes.
2. Keep Your Customer Base Up to Date — make access and personalization of sales easier with an organized CRM.
3. Control the Sales Budget — follow the investments of the sales area and analyze the results they generate.
4. Organize the Sales Funnel — define each stage of the buying journey and act at the right moment with each prospect.
5. Set Realistic Goals — define clear, measurable goals aligned with strategic planning.
6. Follow Indicators with Dashboards — use charts and visual reports to make analysis and decision making easier.
Is the spreadsheet in Excel or Google Sheets?
It is a spreadsheet built in Excel.
Can I set goals by sales channel?
Yes. You can set global goals or goals specific to each sales channel and follow the performance of each one.
Does the spreadsheet show each customer share of total revenue?
Yes. The Customers report shows the share of each customer in the total revenue of the company.
Do I need to pay a monthly fee to use it?
No. It is a one-time payment, with no monthly fees or recurring charges.
Do I get support after purchase?
Yes. Support is provided on WhatsApp after you purchase the spreadsheet.
Our complete spreadsheet lets you record sales, goals, customers, channels and much more. With automatic dashboards and reports, you gain productivity and a strategic view to boost your results.
