Measure Sales Efforts and Results with Daily or Weekly Activity Logs
The Sales Activity Report Excel Template is a practical tool designed for teams and managers who want to monitor, measure, and improve the day-to-day efforts of their sales representatives. It helps capture a wide range of sales activities—from calls made and emails sent to meetings booked and deals closed—while offering clarity on productivity and performance over time.
Whether you’re managing a distributed sales force or tracking your own outreach efforts, this template provides structure and insight without the complexity of CRM dashboards.
Structured to Capture Sales Performance Across Key Activities
This Excel-based report is divided into clear sections that allow you to track various sales touchpoints in a consistent, filterable format:
Activity Log Table
The heart of the template features fields for:
- Date
- Sales rep or employee name
- Number of calls made
- Emails sent
- Meetings held
- Demos conducted
- Deals closed
Each row represents a daily or weekly entry, enabling quick roll-ups of totals across time periods or team members.
Summary Section (Optional)
You can include pivot tables or summary rows to calculate:
- Total activities per salesperson
- Conversion rates from contact to close
- Weekly or monthly averages
These summaries can help guide coaching, evaluate campaigns, or report team performance to stakeholders.
Customizable Fields
Add or adjust columns to track additional KPIs such as:
- Lead source
- Products pitched
- Follow-up tasks
- Region or segment
The layout is Excel-friendly—easy to duplicate, export, chart, or print depending on your team’s needs.
Ideal for Daily, Weekly, and Campaign-Level Reporting
This Sales Activity Report is useful for:
- Sales managers reviewing outreach and pipeline movement
- Team leaders enforcing consistent daily logging
- Outbound teams running cold call or email campaigns
- Freelancers or SDRs self-reporting activity
- Consultants capturing client rep productivity
It provides clarity into how reps are spending their time and what’s driving conversion.
Why Excel Works for Sales Activity Tracking
While CRMs track pipeline stages, Excel remains the go-to for customized reporting and process accountability. This template helps teams stay disciplined, track repeatable efforts, and align on what activities lead to results.
It works offline, can be shared easily, and doesn’t require licenses or setup time. You can even connect it with Power BI or Google Sheets for enhanced visuals or automation.
With the Sales Activity Report Excel Template, sales teams can back their numbers with real effort and focus on what moves the needle.
Explore More Templates to Drive Sales Efficiency
This report template is part of a broader collection of Excel tools tailored for sales tracking, planning, and reporting. Visit the full Sales Related Excel Templates library for more resources to support every step of your sales funnel.
