Over the last several years, while I’ve used a variety of tools from mere contact managers through sophisticated deal trackers to full-fledged CRM suites, I’ve found myself returning each time to a simple spreadsheet-based sales tracker, at least in the early days. The tracker has not only evolved as I’ve learned but stayed surprisingly simple and has worked just as well in a fund-raising function at non-profits as it has in a for-profit startup.
As I promised these founders, I’m open sourcing the sample tracker as an Microsoft Excel spreadsheet. The tracker can be used for selling products or services or combinations thereof. You can download it here.
The tracker has three parts.
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