Sales Goal Tracker Setup Instructions

This guide will help you set up a Sales Goal Tracker in Excel. This tracker is designed to help monitor and review sales targets, supporting associates in achieving both individual and store-wide goals. Follow the instructions below to create your own tracker with key metrics.

Step 1: Open Excel

Open Microsoft Excel or your preferred spreadsheet program to begin setting up your Sales Goal Tracker.

Step 2: Create Column Headers

In the first row of your spreadsheet, set up the following column headers to organize sales metrics:

·        Date: Record the date for each entry, allowing you to track daily sales metrics.

·        Employee Name: List the employee’s name to identify individual performance and store-wide contributions.

·        Total Sales: Enter the total dollar amount of sales for the period. This metric captures overall revenue.

·        Sales Per Hour: Record the average sales generated per hour. Helps assess sales efficiency.

·        Units Per Transaction: Track the average number of units sold per transaction. This metric reveals sales volume.

·        Pairs Per Transaction: Count the number of pairs of shoes sold per transaction to identify shoe sales frequency.

·        Accessory $ per Transaction: Log the dollar amount from accessory sales per transaction to monitor add-on sales.

Step 3: Enter Sales Data

Start entering daily sales data in each column. Update each field for every date to monitor performance trends over time.

Step 4: Calculate Averages or Totals (Optional)

To calculate averages, totals, or other metrics, use Excel formulas like SUM or AVERAGE on the data columns. For instance, you can calculate monthly sales totals or average units per transaction.

This Sales Goal Tracker helps visualize key performance metrics, enabling informed decisions to optimize sales strategies. Customize as needed to fit your specific tracking goals.