Sales Report Management Template

An easy tutorial on how to install

Our Sales Rep Management Template reports lead status, tracks sales leads, and measures the performance of your sales team.

 

 

Requirements

Installing the template

  • Access app.sheetgo.com/templates
  • Select Service Sales Report
  • Click on Install. Sheetgo will create a folder on your Google Drive called Service Sales Report, which contains Clients, Contracts, Leads, and Master-Sheet.

Once you have created the additional spreadsheets for the other sales reps, go to your master spreadsheet and update your connections to consolidate all their sales leads data.


Click to Update all your connections
note:  Service Sales Report is only a dashboard of your data, don't remove tabs protection.