New Sales Tracking Tool

June 26, 20241 min read


We're excited to introduce you to a powerful sales tracking tool that will transform how you monitor your sales team's performance. This tool is especially useful for anyone managing a sales team and wanting to build a comprehensive dashboard.

The Sales Tracking Tool

This tool revolves around a Google Sheet, serving as a daily tracker for key sales metrics. The main metrics to track are:

- Conversations

- Presentations

- Utility Bills

- Contracts Signed

The Google Sheet will be available in the RDT Academy

How It Works

1. Form Submission: Salespeople input their daily metrics into a form.

2. Automatic Logging: The data is automatically entered into the Google Sheet.

3. Dashboard Update: The dashboard updates to reflect the new data.

Tracking Performance

Adding a new salesperson is straightforward. Each salesperson's data will be logged daily, with a section for adding notes. As a business owner, you can easily update the tracking sheet to focus on specific salespeople.

Monthly KPIs

The dashboard is based on monthly Key Performance Indicators (KPIs). It shows performance for each month, updating automatically as data is logged.


The Sales Tracking Tool enhances accountability and efficiency, making it easier to track and improve your sales team's performance. Check out the Google Sheet in the RDT Academy and stay tuned for updates!

Watch the mastermind replay (week 26, June 26) for the step-by-step process to set it up and to access the google sheet.

Happy selling!

The RDT Team

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