Sales and Marketing Tracker

🚀 Supercharge growth with actionable insights 
At HerDataStudio, we champion hassle-free, data-driven decisions; gone are the days of tedious manual processes. Our template is designed to help small businesses, marketers, content creators and entrepreneurs optimise their business decisions & streamline performance management with ease. Whether you're a newcomer or seasoned pro, this template jumpstarts your journey with ease. 

Leverage this easy-to-use analytics template to track and optimise your sales and marketing performance. Get a clear view of growth opportunities and potential risks within minutes. Identify what marketing channels are driving growth and how to allocate your resources better. This template allows you to seamlessly measure performance across time, channels and metrics while giving you the flexibility to define your own channels and set of metrics (or use the defaults). This template is a great start for anyone looking to get up to speed quickly.

This template provides a detailed monthly, quarterly and annual view and comes with a snapshot summary and dashboard. Note that this is a Google Sheets template. If you can't find the perfect template for your use case, we are also available for custom requests (limited slots only). Do drop us a message to explore. 

💫 DESIGNED FOR YOU
This template is designed for users who want to get up to speed quickly with data-driven decision making and effective performance tracking. It's most suitable for Sales teams, Social media managers, Digital marketers, Marketing consultants, E-commerce entrepreneurs and resellers but can also be edited for other use cases.   

💻 SPECIFICATIONS
Be intentional and data-driven. Our google sheet template allows you to auto-generate a detailed monthly, quarterly and annual tracker and summary views across channels and key metrics. You can easily customize the dashboard & metrics or use the default channels. We provide you with a clean template as well as a populated template with sample data for reference.  

🛒 INCLUDED IN THE PURCHASE 
✭ Google sheet template (both clean version and reference version with sample data)
✭ 5 professionally formatted views (3 detailed tracker views, summary snapshot and bonus dashboard)
✭ Automatic calculations and dynamic outputs
✭ Written instructions and Video Guide

Additional Features
✭ Trend visualisation
✭ Automated calculations
✭ Dynamic outputs
✭ Performance commentary
✭ Flexible dates (multi-year usage, essentially forever!)
✭ Easy one click drop-down selections
✭ Sample metrics for sales and marketing (editable)

💫 CUSTOMIZE FOR YOUR BUSINESS
‣ Add, Edit or Remove marketing channels and metrics
‣ Edit date range based on your data availability 
‣ Include your brand logo and name
‣ Personalize colors 

💫 HOW IT WORKS
1. Purchase (Instant Download)
2. Receive a link to access the template
3. Get started within minutes!

Transform your sales and marketing engine today with the Sales and Marketing tracker and gain the clarity and confidence needed to grow your business!