Sales Scorecard Bundle for Excel — Team Dashboard + Personal Sales Tracker Template

Track every call, conversation, doc & deal — automatically.
The Sales Scorecard Bundle gives you two ready-to-use, themed workbooks that turn daily activity into clear, visual performance dashboards. No setup, no formula-wrangling — just type your numbers in the colored cells and the charts, KPIs and conversion rates update themselves. For 2026-2027 plus the blank buffer that lets you drag further.

📦 What's inside

How To Use Page — A clear guide on how to use.
Team Sales Scorecard — built for up to 30 agents. Live KPI cards, per-rep funnel (Calls → Conversations → Doc Requests → Docs In → Deals), bar & pie charts, and a Day / Week / Month toggle. Click-to-navigate between every sheet.
Personal Sales Scorecard — a private, single-user, fully shareable workbook. Two cards track Conversations (people spoken to, advances, doc requests) and Deals (docs, deals, deal amount), with conversion % and average deal size calculated for you.

✨ Key features

✅ calculating — enter data once; dashboards, charts &  percentages update instantly
✅ Rename anything — change agent names and funnel-stage labels (Calls, Docs In, Deals…) from a single cell; it updates every sheet, card, chart title & legend.
✅ Day / Week / Month reporting with one dropdown
✅ Include/exclude any agent from team totals with a Yes/No toggle
✅ 30 individual agent tabs + a dynamic "Agent View" picker
✅ Clickable navigation on every sheet
✅ Works in Microsoft Excel and Google Sheets

🎯 Perfect for
Sales managers, call-center & appointment-setting teams, real-estate & mortgage offices, agencies, and any individual rep who wants to see their funnel at a glance.

📥 What you'll receive
An instant download of two files (Team + Personal). Pre-filled with sample data through year-end so you can see exactly how it works — just clear it and add your own.

Instant digital download. No physical product is shipped.