{"product_id":"sales-scorecard-bundle-for-excel-team-dashboard-personal-sales-tracker-template","title":"Sales Scorecard Bundle for Excel — Team Dashboard + Personal Sales Tracker Template","description":"\u003cp\u003eTrack every call, conversation, doc \u0026amp; deal — automatically.\u003cbr\u003eThe 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 \u003cspan\u003eplus the blank buffer that lets you drag further.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e📦 What's inside\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003eHow To Use Page — A clear guide on how to use.\u003cbr\u003eTeam Sales Scorecard — built for up to 30 agents. Live KPI cards, per-rep funnel (Calls → Conversations → Doc Requests → Docs In → Deals), bar \u0026amp; pie charts, and a Day \/ Week \/ Month toggle. Click-to-navigate between every sheet.\u003cbr\u003ePersonal 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.\u003cbr\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e✨ Key features\u003cbr\u003e\u003cbr\u003e✅ calculating — enter data once; dashboards, charts \u0026amp;  percentages update instantly\u003cbr\u003e✅ Rename anything — change agent names and funnel-stage labels (Calls, Docs In, Deals…) from a single cell; it updates every sheet, card, chart title \u0026amp; legend.\u003cbr\u003e✅ Day \/ Week \/ Month reporting with one dropdown\u003cbr\u003e✅ Include\/exclude any agent from team totals with a Yes\/No toggle\u003cbr\u003e✅ 30 individual agent tabs + a dynamic \"Agent View\" picker\u003cbr\u003e✅ Clickable navigation on every sheet\u003cbr\u003e✅ Works in Microsoft Excel and Google Sheets\u003c\/p\u003e\n\u003cp\u003e🎯 Perfect for\u003cbr\u003eSales managers, call-center \u0026amp; appointment-setting teams, real-estate \u0026amp; mortgage offices, agencies, and any individual rep who wants to see their funnel at a glance.\u003c\/p\u003e\n\u003cp\u003e📥 What you'll receive\u003cbr\u003eAn 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.\u003c\/p\u003e\n\u003cp\u003eInstant digital download. No physical product is shipped.\u003c\/p\u003e","brand":"Cognify PDF Pro","offers":[{"title":"Default Title","offer_id":52212145684782,"sku":null,"price":40.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0989\/8436\/2286\/files\/00_thumbnail.png?v=1781787592","url":"https:\/\/cognifypdfpro.com\/products\/sales-scorecard-bundle-for-excel-team-dashboard-personal-sales-tracker-template","provider":"Cognify PDF Pro","version":"1.0","type":"link"}