This is a partial preview of the document found here: https://flevy.com/browse/business-document/field-sales-tracker-dashboard-79 Description: This spreadsheet is a Dashboard Template for tracking the progress of your organization's field sales team. There is also a tab for tracking the efforts of a Telesales team. This template was originally made for consulting, but can easily be modified and applied to other industries and functions.

1. FIELD SALES DASHBOARD TRACKER
Project sold Active pursuit
DASHBOARD
In discussions No play
<CAMPAIGN NAME> <CAMPAIGN 2> OTHER OPPORTUNITIES
Tgt From Initial Tgt Initial From Initial
SE ACCOUNTS Initiative 1 Initiative 2 Initiative 3 Other Initiative 1 Initiative 2 Initiative 3 Other Opportunity 1 Opportunity 2 Opportunity 3
Acct? Tele? Mtg? Acct? Mtg? Tele? Mtg?
Account A
Account B
<SALES Account C
EXECUTIVE'
S NAME> Account D
Account E
Summary 0 0 0 0 0 0 0
Account A
Account B
<SALES Account C
EXECUTIVE'
S NAME> Account D
Account E
Summary 0 0 0 0 0 0 0
Account A
Account B
<SALES Account C
EXECUTIVE'
S NAME> Account D
Account E
Summary 0 0 0 0 0 0 0
Account A
Account B
<SALES Account C
EXECUTIVE'
S NAME> Account D
Account E
Summary 0 0 0 0 0 0 0
Account A
Account B
<SALES Account C
EXECUTIVE'
S NAME> Account D
Account E
Summary 0 0 0 0 0 0 0

2. TELESALES TRACKER NOTES
CAMPAIGN MANAGER TELESALES MEETING
FIRSTNAME LASTNAME TITLE COMPANY NAME EMAIL Emailed From Replied Details Called Result Date SE

3. FIELD SALES DASHBOARD TRACKER
Project sold Active pursuit
DASHBOARD
In discussions No play
Cost Reduction Campaign Internet Marketing OTHER OPPORTUNITIES
Tgt From Initial Tgt Initial Search Engine From Initial
SE ACCOUNTS Sourcing Strategy Process Improvement F&A Offshoring IT Offshoring Other Opportunity 1 Opportunity 2 Opportunity 3
Acct? Tele? Mtg? Acct? Mtg? Optimization Tele? Mtg?
Account A Y Y Not interested in consulting work at this time Not applicable
Account B Y Y Not interested in consulting work at this time Not applicable Y ERP Implementation
JOHN Account C Y Y Not interested in consulting work at this time Not applicable
SMITH Account D Y Y Supply Chain Optimization Shared Services Assessment Y Y Y Growth Strategy
Account E N Y
Summary 4 1 3 1 1 1 2
Account A Y Y Manufacturing Optimization Not applicable Y ERP Implementation
Account B Y Y Not applicable
Account C Y Not applicable Y Market Research
Account D Y Not applicable Y Workshop Facilitation
Account E Y Y Y Finalizing contract
JANE
Account F Y Y Global Outsourcing Project Sold Not applicable
SMITH
Account G N Not applicable Growth Strategy
Account H N Not applicable
Account I N Y Not applicable
Account J N Y Not applicable
Summary 6 1 4 1 1 0 3