Automotive Excel Spreadsheets
Daily Sales Performance - Lead Sourcing
Spreadsheets for Monitoring & Analyzing
Price Quotes - Contracts in Negotiation

User-Friendly Microsoft® Excel Workbook
 Customized Workbook Designed for Non-Automotive Company
 
 
Welcome!
The workbook that you are about to review and/or utilize is a customized spin-off for a non-automotive company which wanted to combine two popular automotive dealership spreadsheets currently offered as free downloads, those being the Sales Floor Performance Report and the Web Analysis worksheet.

Sales Personnel Daily Performance & Sales Potential Spreadsheets

Sales Floor Performance Report

The Sales Floor Performance Report is simply a month-to-date salespersons, sales effectiveness performance report, tracking such sales floor activity as Demo Rides and the Sales presentation outcome (Sale or No-Sales).  View Sales Floor Performance Spreadsheets

Web Analysis Worksheets

The Web Analysis worksheet foundation is to track the source of incoming daily leads and the outcome of that lead, such as an appointment being scheduled and the results of the scheduled appointment (Show or No-Show), then provide a monthly analysis of the salespersons closing abilities and summarize the marketing source of incoming leads.  View Web Analysis Worksheets

This workbook combines both the above worksheets as one; it tracks the sales opportunity lead sources and monitors the current status of those sales opportunities. It will track the daily activity of up to 15 salespeople, provides month-to-date sales values, such as the number of price quotes given, contracts presented, number of finalized transactions, the number of transactions still in negotiation and finally the potential dollar sales which remain open for negotiation.



Cash Flow Program Announcement
IntactAuto® has begun redesigning and updating this workbook as of June 2009.
The new workbook will offer multiple franchises, including a generic accounting package.
  
How this Sales Performance Excel Workbook functions is simple;

* Download your fully function, free Excel workbook
* Enable the Macros – See FAQ if explanation needed,  View Frequently Asked Questions
* On the Main Menu – Opening page, within the yellow cells,
    enter up-to 15 sales personnel names or remove sample names (Tom Smith-1 thru 15)
* Enter the month and year that you will be monitoring & analyzing on the Main Menu
* Print-out a Daily Worksheet that you will be giving to each member of your sales staff.
    Forms Button on Main Menu worksheet.
* Click the Forms Button next to each salespersons name on the Main Menu and enter the
    daily sales activity directly from the returned salespersons worksheet.
* Click the Forms Button labeled “Summary” on the Main Menu and view a complete months
    worth of sales and performance data for the sales department as a whole.
   
Special Notes: This workbook does incorporate color coding. The only cells that you may enter data are yellow in color. The Daily Worksheet is intend as a print-out only and will not allow data input. No user directions are included in the workbook; it’s that easy to use.

Excel workbooks


More about IntactAuto.com
View our History & Why Free Spreadsheets

Sales Performance Excel Workbook - Download Specifics

File Size:  650 KB, download time less than 1 minute
Macro Driven:  Yes - Macros must be enabled. Whats a Macro? see FAQ if needed
Last Update:  September 21, 2009
View PDF Samples:   Daily Sales Potential Management Spreadsheets, 5 pages
Download Free Workbook:   Download Daily Sales Potential Management Workbook
      The above Excel free workbook is design to be fully functional and is not a trial copy
      Disclaimer of Warranty: This software is provided free of charge and "AS IS" read more..
Microsoft Excel® must be installed on your computer to actively use Excel workbooks
 More Questions or Need Help?

Call: 716-445-9721

E-mail: Support@IntactAuto.com

Customized workbooks are
available upon request

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