Sales Call Planner & Pipeline Tracker Template for Field Sales Reps

Weekly sales call plan template and pipeline tracker for field sales reps: plan up to 8 calls a day, log outcomes and next steps. Excel and Google Sheets.

A simple weekly plan and pipeline for field sales reps who spend their days on the road. Plan the calls, log what happened, set the next step, and see your pipeline at a glance.

WHAT'S INSIDE

• Week Planner: up to 8 calls a day, Monday to Friday. Who, where, why, outcome, next step and date. Weekly totals and calls-done rate

• Pipeline: every live opportunity with stage, value, chance to win, weighted value, expected close, next step and days since last contact

• Overdue next steps and deals with no contact for 14+ days are flagged orange

• Dashboard: deals and value by stage, open and weighted pipeline, wins this month, win rate and what needs chasing

• Settings: change the stages, win chances and "stale" days to match your sales cycle

• General: works for any field sales role

HOW IT WORKS

• Instant digital download. Nothing is posted.

• Opens in Microsoft Excel, Google Sheets (upload to Drive, then open with Google Sheets) and LibreOffice.

• Start on the "Start Here" tab. Cream cells are for your details; everything else works itself out.

PLEASE NOTE

• Personal licence: use it in your own business. Please don't resell or share the file.

• A business tool, not tax, legal or accounting advice.

• Digital downloads can't be returned, but if something doesn't work, message us and we'll put it right.