Are you ready to create a sales pipeline dashboard so you can track your sales performance easily?
If you’re like most sales managers, then you’re always concerned about your targets.
You want quick and easy access to sales pipeline reporting so you can keep a close eye on sales trends, conversion rates, or how your sales teams are performing to win new clients.
Sadly, it’s not always easy to perform a sales pipeline analysis.
This is especially true if you don’t have a streamlined and efficient method of pulling crucial sales data into one, easy-to-use platform.
That is why in this post, we are going to create a full-flash spreadsheet-based sales pipeline dashboard (or sales template) for tracking sales progress with Google sheets.
Why create a sales pipeline report in Google Sheets
Google Sheets is free and it is great for team collaboration.
The sales team members can contribute to the spreadsheet directly and their work can be traced very easily.
It is also easy to retrieve data from multiple sources â specifically with add-ons.
How to import crucial data for your sales pipeline report using Coefficient
Coefficient.io is a dedicated add-on for Google Sheets that makes importing data a breeze.
You can import data from a variety of sources for analysis which includes simple spreadsheets or CSV files as well as databases present online and offline.
Installing the add-on is easy. Go to Add-ons on the menu bar in Google Sheets, search for âCoefficient: Salesforce & Database Data connector.â
The add-on comes with a dedicated dialogue box to select the source of data. For this example, we will choose Google Sheet as the data source.
For this case study, we used a file named Sales_Data. Connect the analysis sheet to the data source by importing Sales_Data.
Our data is present in Sheet1 of Sales_Data, we will import the data and apply filters if required. For this analysis, we have not applied any filters.
This is how the analysis sheet looks once data is imported.
We are now ready to build our sales pipeline report.
Preparing the sales pipeline report
Letâs start by answering the fundamental questions related to a Sales Pipeline:
Open and closed deals and their dollar values
What is the number of deals that are open or closed?
What is the dollar value attached to these deals?
We used the formulas SUMIF(), SUMIFS(), COUNTIF(), and COUNTIFS() to find the number of open or closed deals and to know their respective dollar values. The final output is this table below:
We applied a drop-down to get an individual quarter or select all of the quarters. The number of open and closed deals and their dollar values are displayed in the table.
As you can see from the table above, we have 10 deals open for the current quarter and that will yield $53367. For the current quarter, we have earned $29191.
Thus we can see that 35.35% of the income has already been realized.
Open deals by Stage
The second obvious detail that everyone might be interested in is the breakdown of every deal by the stage they are in the pipeline.
The image below shows a detailed report of open deals data in one quarter. Again, we used conditional sum formulas for this report.
The table above was produced using the formulas SUMIFS() and COUNTIFS() with conditionals added through the IF() function.
After selecting a calendar quarter, the data was displayed in the table showing the breakdown of the deals and their dollar values.
Deals won and lost by segment
The table below shows the details of the deals that the company had won and lost for the selected period and the breakdown of deals by segment and their dollar values.
From the table, we can see that there is a 50:50 ratio in deals won and lost. You can also notice that the biggest share of deals belongs to Sales (sales of goods) followed by Training that is provided to clients.
In the second row, the dollar values of the deals are shown. Using the dollar value for each service type, we would know the marginal value each deal can bring to the company.
For example, acquiring one client that needs âsales serviceâ will add 33847/7 = $4835 to the company whereas Management Services will give $5632 and $5232. Thus, the management service is the service type that adds the most value to the company.
A similar analysis could be done for deals won and lost against any service type to find out which service type needs improvement.
Year over year analysis of sales
In the following table, we analyzed the total deals won and lost for every year and compared them.
The data above shows the won/lost ratio. This ratio took a dip in the year 2019 and then increased again in 2020. The last row shows that the win ratio in 2019 decreased by almost 50%, and it increased again by 46% in 2020. Still, the ratios reported in these two years are lower than the base year of 2018.
Salesperson performance
No target can be achieved without team effort; hence it is really important to see the contribution of each individual in the team. The following table presents the performance of each salesperson in terms of dollar value-added.
The table shows the sales figures for the four salespeople working in the company. The most successful salesperson is Scheyer Andra who brought the business worth $26,908 of sales, followed by Karpin Karan with $15,125.
Graphs
Graphs always add value to reports by presenting key facts in visual form.
The following graphs show the open or active deals versus the delivered or closed deals. A total of 64% are still open. This implies that services still need to be delivered. This number also represents outstanding payments.
The following graph is the visual presentation of won and lost projects in every quarter of three calendar years.
It also shows the variation in business volume over the years as the bars in the graph rise and fall in every quarter.
From the visual inspection, there is almost a 50:50 ratio in projects won and lost by the company.
The graph above presents the data from the last table in a visual form showing that major sales come from Scheyer Andra and Karpin Karan.
Syncing and updating the data
Once the report is produced, it will need to be updated to keep the report fresh. This is generally done manually by importing and exporting data, but you can get the data in real-time without importing or exporting using Coefficient. Our add-on makes that easy by providing an option to automatically schedule updates.
You just need to set when the Sales Pipeline Dashboard has to be updated and as the pipeline data is updated, the dashboard will be, too.
Try our pre-built sales pipeline dashboard – launch in a single click in Google Sheets
If you want to bypass the manual work of building a sales pipeline dashboard, you can launch our free Sales Pipeline Analysis template (Salesforce / HubSpot) in a single click. Our Sales Pipeline Analysis template offers pre-built dashboards that visualize your sales pipeline in Google Sheets.
Now you can measure individual, team, and company-wide sales performance for all dashboards and reports. Simply toggle the drop down menu to your preference.
With the Sales Pipeline Analysis template, you can track pipeline creation with live data from your Salesforce or HubSpot CRM. Track the flow of SQLs in your pipeline, how lead generation initiatives are performing, pipeline health, and sales forecasting KPIs, without having to build dashboards from scratch.
Visualize monthly conversions, measure win rate, and compare revenue year-over-year with our pre-designed dashboards. Understand how individual reps and teams are performing, what theyâre contributing to total revenue, and also isolate trends that might call for an adjustment of sales tactics.
Check out our monthly velocity dashboard to see how much revenue is passing through your pipeline on a monthly basis. This allows you to understand how fast your sales reps are converting leads. It’s a key indicator of pipeline health, and incorporates many fundamental sales KPIs â SQLs, average deal value, and sales cycle length.
The template also maintains a monthly report for many of the key sales pipeline metrics: pipe created, closed won, closed lost, win rate, revenue, cycle length, average deal value, and more. This gives you a bird’s eye view of how your reps, teams, and company are performing in all facets of the sales pipeline.
Our one-click Sales Pipeline Analysis template (Salesforce / HubSpot) is a great free option for sales professionals who do not have the time to build and maintain dashboards.
Conclusion
Creating sales pipeline reports is made easy using the Coefficient.io add-on in Google Sheets. As you have seen in the various analysis we have done — determining values corresponding to different stages, deals won and lost and their dollar values, year over year analysis of sales, time-series presentation of data, and year wise performance of salespeople — reports could be easily generated using the proper software.
These data analysis reports can be used to find loopholes in your sales plans so you can implement immediate remedial actions that can boost conversions. You can also use them to observe sales trends, conversion rates, or the performance of your sales teams.
In preparing this report, we used the spreadsheet formulas SUMIFS(), COUNTIFS(), SUMPRODUCT(), IF(). In order to have details of these formulas, please download the dashboard sheet.
The analysis shown here can be taken as a starting point and can further be explored. You can use it to further study the performance of a salesperson in a specific sector, analyze over a quarter comparison of sales trends, and know why a sales lead was lost, and many more.
If Sales is the machine that drives a business, a well-structured sales compensation plan is its silent engine.
Not only do sales compensation plans reward hard work, they are pivotal in motivating and retaining top talent.
This guide offers insights into sales compensation, its importance to high-growth organizations like startups, and best practices to follow when building them.
Letâs dive in.
Sales Compensation
Sales compensation is the combination of incentives, base salary, commissions, and bonuses provided to sales reps as a reward for driving revenue at a company. It reflects a salesperson’s achievements in hitting targets aligned with company objectives.
What is a Sales Compensation Plan?
Sales comp plans are a structured strategy that details how reps are rewarded for meeting their sales goals. Itâs tailored based on various factors, including the rep’s role, seniority, sales cycle length, and the nature of their sales engagements.
When structured effectively, sales compensation plans ensure salespeople are continually driven to meet or exceed their sales quotas and contribute to the bottom line.
Importance of a Well-Structured Sales Compensation Plan
MotivatingSales Reps. A clear compensation plan is crucial for motivating your sales team. With a clear incentive plan tailored for performance, sales representatives are more driven to meet and exceed their sales quota.
Alignment with Business Goals. The perfect compensation plan keeps the sales team on track with the company’s big objectives. Whether the focus is on bringing in new customers, holding onto current ones, or rolling out new products, the right rewards make sure everyone’s aiming for the same targets.
Retention and Attracting Top Talent. Top performers are likely to stay with a company that rewards their efforts adequately. Moreover, a competitive compensation package can attract top sales talent to your organization.
Flexibility and Fairness: A great plan can adjust to different sales cycles, making sure everyone gets fair pay, no matter the product or time frame.
Key Components of a Sales Compensation Plan
Base Salary. The amount of money paid to sales reps regardless of performance. It provides predictability and stability to team members.
On-target earnings (OTE).OTE is an estimation of total earnings if salespeople hit their targets. It’s a combination of base salary plus commission.
Sales Incentives. Companies can offer other incentives outside of regular pay or commissions, including:
Spiffs (Sales PerformanceIncentive Funds) orshort-term motivators that encourage specific sales behaviors or outcomes. For example, you could give a a cash prize for the first rep to close a specific number of deals.
Contests or competitions that might reward salespeople for hitting specific targets, like improving customer retention rates.
Rewards can be monetary, like cash bonuses, or non-monetary, such as dinners, trips, or other experiences.
Benefits and Perks. Beyond the monetary components, benefits and perks play a significant role in attracting and retaining top sales talent. These can include:
Health and wellness benefits likehealth insurance, gym memberships, or wellness programs.
Professional development incentives such as courses, workshops, or subsidies for further education.
Flexible work arrangements can include remote work, flexible hours, or compressed work weeks.
Retirement plans with or withoutmatching 401(k) contributions.
Other perks like company phones, car allowances, or regular team outings and events.
Bonuses. Extra payouts that sales reps can earn based on their performance, achievements, or meeting specific criteria set by the company.
Sales Compensation Plan Examples
Trying to create a compensation plan but unsure of where to start?
Letâs walk through a few different types of sales compensation plans. Each example includes a free template for you to try out on your own!
Base Pay
Instead of rewarding sales reps for performance, base pay commission plans provide them with a fixed, regular salary. Base pay commission plans are generally liked for their predictability because they offer salespeople a consistent income.
Example: A salesperson earns a base salary of $3,000 per month.
Base Pay + Commission
In addition to earning a regular salary, base pay + commission plans offer salespeople extra earnings based on their sales performance.
Example: A salesperson has a $3,000 base salary and a 5% commission rate. If they achieve $20,000 in sales, they’d earn an additional $1,000 commission, making their monthly earnings $4,000.
Subscription-based businesses typically provide residual commissions on recurring sales over a period of time. It factors in base salary, rewards, and deductions to determine the net earnings.
Example: A salesperson sells a software subscription at $100/month, earning a 10% commission on the initial sale and an ongoing 10% for every subsequent month the subscription remains active.
Tiered sales commission plans adjust commission rates based on sales volume, rewarding sales reps to exceed their sales quotas.
Example: A tiered commission plan is composed of three levels:
Tier 1: 5% commission for sales up to $10,000
Tier 2: 7% commission for sales between $10,001 and $20,000
Tier 3: 10% commission for sales exceeding $20,000
If a salesperson makes $25,000 in sales, they earn 5% on the first $10,000 ($500), 7% on the next $10,000 ($700), and 10% on the remaining $5,000 ($500), for a total commission of $1,700.
Revenue commission plans compensate sales reps directly based on the total revenue they bring into the company. In other words, rep compensation directly relates to company revenue, creating a direct alignment between individual effort and earning potential.
Example: If a salesperson sells products worth $50,000 in a month at a commission rate of 4%, they’d earn a commission of $2,000 for that month.
Gross margin sales commission plans pay commissions based on a sale’s profit margin instead of its total value. It incentivizes salespeople to sell more and maximize the profitability of each sale.
Example: A salesperson earns a 15% commission on the gross margin of their sales. If they sell a product for $1,000 with a COGS of $600, the gross margin is $400 ($1,000 â $600). The salespersonâs commission would be 15% of $400, which is $60.
Territory volume commission plans calculate commission based on total sales volume in an assigned geographic or market area. They incentivize reps to maximize overall sales within their territory instead of high-value deals.
Example: A salesperson responsible for a specific region earns a 5% commission on all sales within their territory. If the total sales reach $100,000/month, they’d make $5,000.
In a draw against commission structure, sales reps get an initial “draw” or advance at the beginning of a pay period, reflecting anticipated commissions. As they make sales, this draw is balanced out by the actual commissions they earn.
Reps pocket the excess if their commissions surpass the draw, but if they earn less than the draw, they might have to repay the shortfall to the company.
Gather relevant data. Before creating your plan, you must have an idea of past sales performance, a thorough understanding of your business goals, and the nuances of your sales cycle.
Draft your plan. Set your target pay, base salary, commission, bonuses, and other incentives. From there, decide on the right pay mix â the base salary to incentives ratio. Adjust upside potential to reward sales reps who excel in closing deals and exceeding their sales quota.
Get buy-in from stakeholders. Engage with executives and sales leaders to gather feedback on your plan. Their insights can ensure it aligns with organizational goals.
Communicate your plan. Transparency is mission-critical. Organize a meeting to introduce the compensation plan to your sales force. Emphasize how it supports the business strategy and aligns with the sales cycle.
Implement necessary tools. Use a mix of your sales platforms like CRMs and other tools to track sales performance. Ensure your finance and payroll systems can handle payouts so your reps are paid accurately and on time.
Hold training sessions. Offer training sessions that get into plan specifics into how high-performance can maximize earnings.
Monitor and report performance. Keep a close eye on sales performance metrics. Establish regular check-ins and provide sales reps with intuitive dashboards that display sales milestones, potential bonuses, and accrued commissions at a glance.
Collect Feedback. Open the channels of communication. Regularly engage your sales force and solicit their feedback. Their hands-on experience with the plan can offer invaluable insights, spotlighting areas that might need recalibration.
Review and iterate. As business goals evolve, the plan should too. Periodically review and adjust your plan against real sales performance data.
Document and ensure compliance. Meticulously document every tweak, change, or overhaul of the plan and ensure that your sales compensation strategy is in strict compliance with industry standards and regulations.
Best Practices in Effectively Maintaining a Sales Compensation Structure
Set realistic sales quotas. Sales quotas should be both achievable and competitive. Past sales performance metrics will give you an idea of realistic goals. Roughly 60% of the sales team should be able to meet the set quotas.
Communicate clearly and often. Consistent and transparent communication is pivotal. Ensure everyone on the sales team understands the intricacies of the sales compensation plan. Detail any changes to the plan and emphasize the companyâs goals.
Track metrics diligently. Use sales dashboards and spreadsheets to monitor sales performance metrics, sales quota attainment, and compensation payouts in real time. This gives you the ability to course correct and adjust your sales strategy when needed.
Conduct regular audits. Frequently check your sales targets and payouts to ensure reps’ payouts are accurate and in line with your compensation plan.
Evaluate and adjust. Always collect feedback and benchmark against industry standards. This helps make sure your sales commission plan remains competitive.
Collaborate Cross-Functionally. Involve teams like Finance, HR, and Sales Ops to get a well-rounded view and create a comprehensive compensation strategy.
Free Sales Compensation Calculator for Google Sheets
While creating the perfect sales compensation plan is challenging, accurately calculating and tracking against it can be even harder.
While HubSpot is one of the most widely used customer relationship management (CRM) platforms, it has gaps. Despite its versatility, ease of use, and extensive integrations, HubSpot commission tracking is easier said than done.
Fortunately, there are workarounds that sales leaders can use to track and manage commissions. This blog covers two methods: Google Sheets and dedicated commission management software.
Letâs dive in.
Does HubSpot Have an In-Built Commission Tracking Feature?
No. Despite its strengths, HubSpot does not have in-built commission tracking capabilities.
The inability to track commissions in HubSpot can result in difficulty measuring the effectiveness of incentives and reduced transparency for sales teams.
Even worse, it increases reliance on workarounds like time-intensive, error-prone manual reporting and/or expensive third-party commission management software.
Top Two Ways to Automate HubSpot Commission Tracking
Google Sheets + Coefficient Data Connector
Dedicated Commission Tracking Software
1. Google Sheets + Coefficient Data Connector
Coefficient is a no-code add-on for Google Sheets that allows sales professionals to sync live data from HubSpot directly into their spreadsheet.
With just a few clicks, you can import HubSpot data, select specific tables and datasets, and build an automated sales commission tracking calculator.
Letâs explore how it works.
Step 1: Install the Coefficient app by clicking Extensions on the top menu in Google Sheets.
Then, select Add-ons > Get add-ons.
Type in Coefficient in the Google Marketplace search bar and select it from the menu.
Step 2: Open a new sheet and create a set of tables similar to the ones below.
Table 1: Quarterly Sales Commission Rates
Tier
Start Tier
End Tier
Commission
Table 2: Sales Commission â To Be Paid
Sale Rep
Q1 2024
Q2 2024
Q3 2024
Q4 2024
Step 3: Import your HubSpot data.
Navigate to the Coefficient menu and select âImport fromâŚâ
Choose HubSpot as your data source.
Select âFrom Objects & Fields.â
Under New Import, choose the Deals object.
Click âNextâ to select your fields: Amount, First name (Deal owner), Last name (Deal owner), and Close Date.
Scroll down, name your import, and click the âImportâ button to proceed.
Your data will now populate your spreadsheet.
The final step is to group our data by full name and quarter.
Create two new columns, âFull nameâ and âQuarter-Year,â in cells 2E and 2F.
Click into the empty cell beneath âFull nameâ and enter the formula: =B3&” “&C3
Press enter and accept the suggested autofill to apply the formula down the column.
As the final step, click into the empty cell beneath âQuarter-Year,â and enter the formula: =IF(AND(B3=””,C3=””),,”Q” &INT((MONTH(D3)+2)/3)&”-“&YEAR(D3))
This will reformat account close dates by quarter and fiscal year.
Now, you can create your HubSpot commissions tracker.
Navigate to the worksheet with your Quarterly Sales Commission Rates table.
Click into the empty cell next to your first rep and enter this formula:
Note: Replace âHubSpot Importâ with the name of your Coefficient import. Otherwise, it wonât work.
Click enter, and the formula will calculate the Q1 2023 sales commission for Bob Tone.
Drag the formula across the rest of the table to give you the sales commission calculations for your reps across the 2023 fiscal year.
Finish by setting up an automatic data refresh to ensure your spreadsheetâs HubSpot data is updated daily. This will ensure that Q2, Q3, and Q4 commission data will progressively populate as new deals emerge throughout the year.
Start by opening up your HubSpot import on the Coefficient sidebar.
Select âEditâ on the dropdown menu.
Toggle on Refresh Schedule.
Configure the Refresh Schedule: Daily at 7am.
Click Save to continue.
The HubSpot data will update automatically every day at 7am. The sales commission calculator will recalculate how much you owe each sales rep in parallel.
And thatâs it!
In just a few minutes, youâve just built an automated HubSpot commission tracker in Google Sheets. Use our free template to do it in seconds!
2. Dedicated Commission Tracking Software
Many businesses may require solutions with robust commission management capabilities extending beyond HubSpot’s commission tracking.
Hereâs a closer look at a few options.
Quotapath
QuotaPath specializes in customizable compensation plans, projecting commissions, and displaying insights on a singular dashboard.
Features include:
Commission Planning and Tracking
Sales Compensation Management
Variable Pay Management
Incentive Motivation
Commissionly
Commissionly is a cloud-based sales commission and compensation management web app for small to medium businesses.
It specializes in residual payment calculations, making it a great fit for insurance brokers, merchant services companies, and financial services organizations.
ElevateHQ is a sales commission software that helps growing sales teams boost sales performance and motivate sales teams. It offers an easy-to-use interface with a wide range of customizations, features, and automations.
Features include:
Sales Incentive Designer
Compensation Management and Automated Reconciliation
Commission Plan Simulator and Testing
Dashboarding and Incentive Motivators
Everstage
Everstage is a sales commission software that helps businesses maximize the ROI of their commission programs. It provides a transparent and gamified incentive experience to their customer-facing teams.
Features include:
Commissions Tracking
Incentive Planning
Automated Reconciliation
Reporting and Analytics
How are HubSpot Power Users Using Coefficient to Save Time on SalesOps?
âThis app has saved me countless hours. Now instead of manually exporting data, I can have the data pulled into Google Sheets each morning and my Queries do the rest!â
âWith some limitations in HubSpot on reporting on mulitple pipelines and teams, coefficient easily exports this data to a google sheet for us to use and report on effectively! so imple and the auto update is a game changer!â
âCoefficient solves custom reporting issues that HubSpot has! Need to combine multiple reports to present a better story? Coefficient solves this issue!â
The love is real! Visit this link to see what other users have to say about Coefficient.
HubSpot Commission Tracking: Itâs Possible with Coefficient
While HubSpot is great at many things, tracking commissions isnât one of them.
Fill that gap without lifting a finger with Coefficientâs free HubSpot commissions tracking template. Coefficient gives sales leaders visibility into yearly commissions by automatically syncing HubSpot data to Google Sheets.
And thatâs only stretching the surface of whatâs possible. Install Coefficient for free today and discover how it streamlines sales data workflows for yourself.
In the highly competitive modern business landscape, selecting the ideal sales commission structure is paramount. It’s the fuel that ignites your sales team’s motivation and drives their success.
The Salesforce commission model is a blend of strategic compensation plans that align your team’s efforts with your business goals, serving as a powerful incentive for stellar performance. They are the key to not only motivating but also fairly rewarding your sales force.
Spreadsheets allow sales leaders to craft and analyze various commission scenarios with precision. They enable you to craft and analyze various commission scenarios with precision, ensuring both your sales team’s contentment and your company’s prosperity.
In this article, we explore the art of selecting the perfect Salesforce commission structures, complete with a free commissions calculator to aid your journey to sales excellence.
Keep reading to learn more!
How to Design a Sales Commission Structure for Sales Reps?
Designing Salesforce commission structures is a critical task that can significantly impact your team’s motivation, performance, and the overall success of your business. To accomplish this, follow these key steps:
Align to Company Goals: Ensure that your commission structure aligns with your company’s overarching objectives (e.g.profitability, profit & loss, growth, client retention, etc.) and your sales process. Use it as a tool to guide your sales team in the right direction.
Motivate Desired Sales Behaviors: Fine-tune your commission rates and structure to motivate the behaviors you want from your sales team. Make sure the compensation plan encourages reps to focus on target customers, expand existing accounts, cross-sell complementary products, and engage in activities that contribute to your business’s success.
Reward Top Performers: Recognize and reward top-performing salespeople by incorporating elements like accelerators for outstanding achievements, commission caps for cost control, and quotas for consistent performance and growth.
Consider Role and Segment: Understand that one size doesn’t fit all. Tailor your commission structure to match the unique characteristics of various roles within your sales team. Inside sales, field sales, different product segments, and deal sizes may require different approaches for fairness and effectiveness.
Keep It Simple: Avoid complex commission structures that can confuse and demotivate your sales representatives. Strive for simplicity and clarity so that your team can easily understand how their efforts translate into payouts.
Model Financial Impact: Use spreadsheets to model the financial impact of your commission structure at various sales levels. This helps anticipate costs, make data-driven adjustments to commission rates, and strike a balance between incentivizing performance and managing expenses
Clearly Communicate: Meticulously document the commission plan details and provide comprehensive training to your sales reps. Clear communication ensures that everyone understands the rules, fostering effective teamwork toward common goals.
Review Periodically: The business landscape is dynamic, so periodically revisit and evaluate your commission structure’s effectiveness. Make adjustments as business needs evolve, ensuring that your compensation strategy remains aligned with your company’s objectives.
Common Types of Sales Commission Structures for Sales Reps
Salesforce commission structures vary widely, with each offering unique advantages and drawbacks. In this section, we’ll explore some common types to help you find the best fit for your sales team’s needs.
1. Base Pay
Base pay is a straightforward type of sales commission structure where salespeople receive a fixed amount of money as their regular salary, regardless of their sales performance. It provides financial stability, ensuring salespeople have a consistent income even during slow sales periods.
While it lacks the potential for big bonuses seen in other structures, it can be ideal for industries with long sales cycles or when the focus is on building customer relationships over immediate sales results.
However, it may not always provide strong incentives for high-performance, as there’s no direct link between sales success and earnings in this structure.
2. Base Pay + Commission
In a Base salary plus Commission structure, salespeople receive a regular fixed salary (base pay) along with additional earnings (commission) based on their sales performance. This approach combines stability with motivation.
The base pay ensures a consistent income, reducing financial uncertainty. Meanwhile, the commission rewards sales achievements, giving salespeople a reason to strive for higher sales numbers. It’s a win-win, as salespeople have a safety net, and the potential to earn more when they excel.
This structure aligns interests, encouraging both steady work and striving for greater sales success, making it a common choice for many sales teams.
3. Residual Commission
Residual commission is a type of sales commission where salespeople continue to earn money from past sales they’ve made. Instead of just getting a one-time payment when a sale is made, they receive a portion of the revenue generated by that sale over time.
This structure rewards ongoing customer relationships and encourages salespeople to focus on long-term customer satisfaction. It’s like a continuous bonus for the initial sale, providing financial stability as these commissions can add up over time.
However, it might require maintaining good customer relationships and service to ensure the commissions keep coming in.
4. Tiered Commission
The tiered commission is a sales compensation structure where salespeople earn different commission rates based on their sales performance. The more they sell, the higher the commission rate they receive.
It’s like climbing a ladder â as you reach higher sales targets, you get bigger rewards. This approach motivates salespeople to push their sales efforts and aim for higher tiers to earn more money.
It can be a powerful incentive, but it requires careful planning to set fair and achievable sales targets at each tier. Overall, the tiered commission encourages consistent performance and rewards sales excellence.
5. Revenue Commission
Revenue commission, often used in B2B sales, is a straightforward compensation structure where salespeople earn a percentage of the total revenue generated from their sales. It’s like getting a share of the money the company makes from the sale.
This system directly ties earnings to the financial success of the business, incentivizing salespeople to focus on high-value deals and larger sales volume benchmarks.
However, it may not account for profit margins or other factors, so careful consideration is needed to ensure it aligns with the company’s overall financial goals. Revenue commission is simple to understand and can motivate sales teams to chase bigger deals.
6. Gross Margin Commission
Gross Margin Commission is a sales compensation structure where salespeople earn a percentage of the profit margin generated from their sales, rather than the total revenue. It’s like receiving a share of the money left over after deducting the costs associated with making the sale.
This approach encourages sales teams to prioritize deals that not only generate revenue but also maintain healthy profit margins.
It aligns the interests of sales reps with the company’s profitability goals and motivates them to focus on high-value, cost-effective sales strategies. Gross Margin Commission is particularly effective in industries where profit margins can vary widely.
7. Commission Only
In a straight commission-only structure, salespeople earn their income solely through commissions based on the sales they make. There’s no fixed salary or base pay involved. It’s like getting paid only when you successfully sell something.
While this can provide high earning potential for top performers, it also carries financial risks during slower sales periods because there’s no guaranteed income.
Straight commission roles are common in industries like real estate and insurance, where the potential for big commissions exists, but success depends on individual sales skills and effort. It can be a motivating structure for those who thrive on performance-driven income.
8. Territory Volume Commission
Territory Volume Commission is a sales commission structure where salespeople earn commissions based on the total sales volume within their assigned geographic or market area, known as their sales territory.
It’s like getting rewarded for the total sales made in your specific region. This approach encourages sales professionals to grow and maximize sales within their designated area, fostering competition among territories. It’s commonly used in businesses with multiple sales regions.
Territory Volume Commission can be motivating as it directly ties earnings to the sales performance of a specific geographic area, giving salespeople a sense of ownership and responsibility for their territory’s success.
9. Draw Against Commission
A Draw Against Commission is a sales compensation structure where salespeople receive regular advances or “draws” against their future commissions. It’s like getting paid a regular salary upfront, but it’s essentially a loan that must be repaid through future commission earnings.
This system helps provide financial stability, especially during slow sales periods when commissions may be low. However, sales reps need to generate enough commissions to cover these advances. If they don’t, they might end up owing the company money.
Draw Against Commission is a way to balance steady income with performance-based pay, ensuring sales team have a reliable source of income while still incentivizing them to sell.
Common Types of Sales Commission Structures
Base Pay Commission Structure
Base Pay Structure offers salespeople a consistent fixed salary without additional earnings based on sales performance. It provides financial stability with a predictable income regardless of sales achievements.
Base Pay Commission Structure Example
Consider a salesperson with a monthly base rate of $3,000, regardless of their sales performance.
Pros
Financial Stability
Lower Risk
Attraction of Sales Reps Seeking Stability
Employee Retention
Simplified Administration
Cons
Limited Incentives
Potential Lower Sales Motivation
Higher Fixed Costs
Ideal Sales Teams and Company Types –
Ideal Sales Teams: Customer Support Teams
Ideal Company Types: Businesses with Lengthy Sales Cycles
Base Pay + Commission Structure
Base Pay + Commission percentage combines a fixed base salary with additional earnings based on sales performance. It offers financial stability with the potential for additional income based on sales achievements.
Base Pay + Commission Structure Example
Imagine a salesperson with a $3,000 monthly base salary and a 5% commission rate on $20,000 in sales. Their commission for the month would be $1,000. Thus, their total earnings for the month would be $4,000.
Note:
To calculate Commission Earned, use this formula: =C2*D2
To calculate Total Monthly Earnings, use this formula: =B2+E2
Pros
Financial Stability
Motivated Sales Reps to Close Deals
Balance of Guaranteed Income and Performance-Based Rewards
Talent Attraction and Retention
Flexibility
Cons
Fixed Costs
Potential Complacency
Complex Administration
Ideal Sales Teams and Company Types –
Ideal Sales Teams: Inside Sales Teams
Ideal Company Types: Small to Medium-sized Enterprises (SMEs)
Residual Commission Structure
Residual Commission Structure is a compensation model where salespeople continue to earn commissions over time for sales they made in the past. This model is often used in subscription-based or recurring revenue businesses.
Residual Commission Commission Structure Example
Consider a salesperson that sells software subscription for $100 per month. They earn a 10% commission on the initial sale and continue to earn 10% of $100 for each subsequent month the customer remains subscribed.
Note:
To calculate monthly commission, use the formula: =B2*100*10% + (SUM($B$1:B1)*100*10%)
to calculate cumulative commission, use the formula: =SUM($C$1:C2)
Pros
Ongoing Income
Motivation for Customer Retention
Reward for Building a Customer Base
Predictable Earnings
Potential for Long-Term Relationships
Cons
Slow to Build Significant Income
Dependence on Customer Retention
Administrative Complexity
Ideal Sales Teams and Company Types
Ideal Sales Teams: Account Management Teams
Ideal Company Types: SaaS (Software as a Service) providers, Subscription-Based Businesses
Tiered Commission Structure
Tiered Commission Structure is a compensation model where salespeople earn higher commission rates based on achieving predefined sales targets or tiers.
Tiered Commission Structure Example
Imagine a salesperson with three tiers:
Tier 1: 5% commission for sales up to $10,000
Tier 2: 7% commission for sales between $10,001 and $20,000
Tier 3: 10% commission for sales exceeding $20,000
If they make $25,000 in sales, they earn 5% on the first $10,000 ($500), 7% on the next $10,000 ($700), and 10% on the remaining $5,000 ($500), for a total commission of $1,700.
Note:
To calculate Tier 1 commission, use the formula: =IF(A2<=10000, A2*5%, 10000*5%)
To calculate Tier 2 commission, use the formula: =IF(A2>10000, IF(A2<=20000, (A2-10000)*7%, 10000*7%), 0)
To calculate Tier 3 commission, use the formula: =IF(A2>20000, (A2-20000)*10%, 0)
To calculate total sales commission, use the formula: =B2+C2+D2
Pros
Performance Incentives
Encourages Sales Growth
Rewards Top Performers
Clear Sales Targets
Motivation to Reach Higher Tiers
Cons
Complexity to Administer
May Discourage New Salespeople
Potential for Sales Focusing on Tiers, Not Customer Needs
Ideal Sales Teams and Company Types
Ideal Sales Teams: Sales team members with experienced members
Ideal Company Types: Businesses with tiered pricing structures or diverse product lines
Revenue Commission Structure
Revenue Commission Structure is a compensation model where salespeople earn commissions based on the total revenue generated from their sales, typically a percentage of the revenue.
Revenue Commission Structure Example
For instance, a salesperson earns a 5% commission on the total revenue generated from their sales. If they make $50,000 in sales, their commission would be $2,500 (5% of $50,000).
Pros
Directly Tied to Company Revenue and Upsells
Aligns Sales Goals with Business Objectives
Encourages Salespeople to Pursue High-Value Deals
Easily Measurable Performance
Motivates Sales Growth
Cons
Potential Focus on Larger Deals at the Expense of Quantity
May Not Reward Efforts for Lower-Priced Products
Can Create Pressure for Consistently High Sales
Ideal Sales Teams and Company Types
Ideal Sales Teams: Sales teams targeting high-value or enterprise-level customers
Ideal Company Types: Businesses with a focus on high-revenue deals or premium products and services
Gross Margin Commission Structure
Gross Margin Commission Structure is a compensation model where salespeople earn commissions based on the gross margin of the sales they generate. Gross margin is calculated as the difference between the selling price of a product or service and the cost of goods sold (COGS).
Gross Margin Commission Structure Example
For example, a salesperson earns a 15% commission on the gross margin of their sales. If they sell a product for $1,000 with a COGS of $600, the gross margin is $400 ($1,000 – $600). The salesperson’s commission would be 15% of $400, which is $60.
Note:
To calculate the Gross Margin, use the formula: =A2-B2
To calculate the Commission, use the formula: =C2*15%
Pros
Rewards for Profitable Sales
Encourages Salespeople to Focus on High-Margin Products
Aligns with Company Profitability Goals
Motivates Cost-Efficient Selling
Can Promote Long-Term Customer Relationships
Cons
Complex Calculation Method
May Discourage Sales of Low-Margin Items
Potential for Disputes Over COGS Determination
Ideal Sales Teams and Company Types
Ideal Sales Teams: Sales teams dealing with a mix of high and low-margin products/services
Ideal Company Types: Businesses with a range of products/services with varying margins
Commission Only Structure
Commission-Only Structure is a compensation model where salespeople receive no fixed base salary and earn their income solely through commissions based on their sales performance.
Commission Only Structure Example
A salesperson earns a 10% commission on each sale they make. If they make a $5,000 sale, they earn $500 in commission. With no base salary, their income is entirely dependent on their sales.
Pros
High Incentives for Performance
Potential for Unlimited Earnings
Minimal Fixed Costs for Employers
Self-Motivation and Entrepreneurial Spirit
Attracts Highly Driven Salespeople
Cons
Financial Uncertainty
Risk of Income Fluctuations
May Attract Less Experienced Salespeople
Ideal Sales Teams and Company Types
Ideal Sales Teams: Independent Sales Contractors, Startups with Limited Budgets
Ideal Company Types: Businesses with Limited Resources, High-Commission Products or Services
Territory Volume Commission Structure
Territory Volume Commission Structure is a compensation model where salespeople earn commissions based on the volume of sales within a specific geographic or market territory they manage.
Territory Volume Commission Structure Example
Imagine a salesperson responsible for a particular region. They earn a 5% commission on all sales made within their designated territory. If the total sales in their territory for a month amount to $100,000, their commission would be $5,000 (5% of $100,000).
Pros
Encourages Territory Growth
Rewards Salespeople for Expanding Market Presence
Clear Sales Targets for Specific Regions
Motivates Focused Sales Efforts
Can Foster Regional Expertise
Cons
May Lead to Competition Among Salespeople for High-Volume Territories
Potential for Neglected Territories
Complex to Administer for Large Sales Teams
Ideal Sales Teams and Company Types
Ideal Sales Teams: Territory Sales Teams, Regional Sales Teams
Ideal Company Types: Businesses with Distinct Market Regions, Multi-territory Sales Operations
Draw Against Commission Structure
Draw Against Commission Structure is a compensation model where salespeople receive an advance or “draw” against future commissions. They are paid a fixed amount regularly, typically monthly, and their commissions earned are deducted from this draw. Once their commissions exceed the draw, they begin earning additional income.
Draw Against Commission Structure Example
Consider a salesperson who receives a monthly draw of $3,000. If they earn $2,500 in commissions that month, they still receive the full $3,000 draw. However, if they earn $4,000 in commissions the following month, they would receive the excess $1,000 as additional income.
Note:
To calculate the Payout, use the formula: =IF(C2>B2, C2, B2)
To calculate the Carryover/Excess, use the formula: =C2-B2
Pros
Provides Financial Stability
Minimizes Income Fluctuations
Attracts Salespeople to Commission-Heavy Roles
Helps in Talent Retention
Encourages Consistent Sales Efforts
Cons
Potential Repayment Obligation
Complex Tracking and Administration
Can Create Dependency on Draws
Ideal Sales Teams and Company Types
Ideal Sales Teams: Sales roles with variable sales cycles
Ideal Company Types: Industries with seasonality or variable revenue patterns
How to Measure the Effectiveness of the Sales Commission Structure?
Measuring the effectiveness of salesforce commission structures is crucial for optimizing sales team performance and achieving business objectives. In this section, we’ll explore key metrics and methods to gauge the impact and efficiency of your commission plan.
1. Track Sales Metrics Before and After
To assess your commission plan’s impact, track KPIs before and after implementation, including revenue, sales volume, profit margins, and individual performance.
Coefficient offers an extensive library of free B2B sales dashboards to help you visualize these metrics at a glance.
2. Analyze Compensation Costs
To assess your commission plan, check total expenses, including base pay and bonuses, against sales revenue. If costs greatly outweigh revenue, it could signal an ineffective structure. Adjustments might be necessary for better alignment with business goals. Improve your sales commission plan’s effectiveness.
3. Review Quota Attainment
To check your commission plan’s effectiveness, review sales targets against actual performance. If many meet or exceed sales quotas, it’s motivating. If not, adjust the structure for better goal alignment and incentives. Regularly monitoring quota attainment keeps your plan on track to encourage desired sales team performance.
4. Consider Sales Rep Retention
Think about sales rep retention. If many salespeople leave, it can cost your business. High turnover suggests the commission structure might not be motivating or rewarding enough. A well-designed sales incentives plan keeps talented salespeople, ensuring stability and growth.
5. Review Sales Forecasts
Review sales forecasts by comparing predictions with actual results under the commission structure. If forecasts consistently match or exceed actual sales, it indicates an effective structure. If there’s a big difference, consider adjustments for better motivation. Regular scrutiny helps align the structure with business goals and accurate sales predictions.
6. Conduct Periodic Reviews
Periodic reviews are crucial to gauge your commission structure’s effectiveness. Regularly assess if it matches business goals and motivates the sales team. Review metrics, costs, quota achievements, sales rep retention, and sales forecasts at set times. This ongoing assessment helps you adjust the structure as your business changes, ensuring it keeps motivating your team and achieving sales goals.
7. Model Modifications
Modeling changes is vital for improving a sales commission structure. Use spreadsheets or software to test alterations before applying them. This helps you see how changes might affect costs, sales results, and overall success.
By modeling, you make smart decisions that align with your goals and benefit your sales team. It prevents surprises and ensures adjustments boost motivation, performance, and profits, making it a valuable part of your evaluation and improvement process.
How to Calculate Sales Commissions in Google Sheets?
Calculating sales commissions in Google Sheets can be a straightforward process when you have the right tools.
For a deeper dive, check out our comprehensive guide and a ready-to-use sales Commission Calculator for Google Sheets. It comes with step-by-step instructions and a pre-built template to help you calculate commissions effortlessly and accurately.
Streamline Sales Commissions Management with Coefficient
Competitive sales compensation plans are essential in driving your sales team towards success, with their performance having a direct influence on your bottom line.
For sales organizations, ensuring the right commission structure is crucial, especially in a platform as intricate as Salesforce.
However, establishing typical sales commission rates or determining an individual rep’s commission can be a daunting task. That’s where Coefficient steps in, simplifying the complexities. It streamlines sales commission management, offering a wide range of free templates that help sales managers save time and maintain accuracy.
Commission plays a central role in fueling the drive of a sales team, acting both as a reward and a measure of performance. In fact, commission payments can boost performance by up to 44%.
Sales leaders are responsible for making sales compensation plans that keep salespeople excited about their work and ensure they hit their targets. But while sales commission management sounds simpleâmaking sure team members get the right payoutsâis not always easy to do.
This presents an opportunity for sales leaders to develop sales compensation plans that help keep salespeople motivated and on target. But sales commission management is often easier helps to ensure accurate payouts for team members but itâs easier said than done.
In this blog post, we’ll walkthrough how to handle commission tracking in the Salesforce CRM and share some third-party sales commission software that can make things smoother.
Letâs dive in!
Three Ways to Do Commission Tracking with Salesforce
Salesforce CRM
Salesforce commission tracking is a challenge because the platform lacks native tracking abilities. But with a few clever tricks, it is possible! Weâll walk through how to create custom objects and fields to track commissions in Salesforce.
Spreadsheets
Google Sheets and Microsoft Excel are a tried and tested way for Sales leaders to monitor incentive plans and track commissions. In the past, this method was time-consuming and prone to error.
Now, thanks to connected spreadsheets, you can sync data from Salesforce, ensuring up-to-date tracking and payouts.
Third-Party Apps
Salesforce’s AppExchange offers a range of third-party solutions like Cloudcomp, Spiff, Performio, and Xactly to make up for its lack of native commission tracking. They come with perks like real-time data and in-depth reports, making the whole process smoother and clearer.
Step-by-Step Walkthrough of Setting up Commission Tracking in Salesforce
Before setting up commission tracking in Salesforce, you must decide on your commission structure and how it fits into your companyâs sales process.
For example, your incentive plan could be a simple percentage per deal, quotas per rep, thresholds, variable commission percentages based on certain conditions, etc.
Step 1: Create a Custom Object for Commissions.
Log into your Salesforce account. Click the wheel icon and select Setup to open Setup.
Click the Object Manager tab.
Navigate to the top right corner of the Object Manager page, and click Create > Custom Object.
Create a new custom object named “Commission.”
Add custom fields to this object:
Date (carried over from the opportunity)
Opportunity (to link the commission to the specific opportunity)
Commission Name (a custom naming convention)
Commission Amount (calculated based on the opportunity amount)
Step 2: Set Up a Flow to Trigger Commission Record Creation.
Return to the Setup homepage.
Navigate to the search bar and enter âFlows.” Click the first option that appears.
Click New Flow > Record-Triggered Flow > Create.
Create an “Opportunity Record Triggered Flow.”
Workflows are made of three parts: a trigger, the criteria, and the actions.
Trigger: Set the flow to trigger “after” an opportunity record is created or edited.
Criteria:
The opportunity should be “Closed Won.”
The flow should only trigger when the record is updated to meet the “Closed Won” condition.
Action:
Create a new commission record.
Set the Opportunity field in the commission record to link to the triggering opportunity.
Set the Date field in the commission record to the close date of the opportunity.
Use a formula to set the Commission Name (e.g., “Opportunity Name – Owner Alias – Close Date”).
Use a formula to calculate the Commission Amount (e.g., 10% of the opportunity amount).
The final workflow should look something like this:
Step 3: Test the Flow in the User Interface (UI):
Find an opportunity that is not “Closed Won,” and manually update it as a Closed Won deal.
This will automatically create a commission record.
Check the opportunity’s related list to ensure the commission record matches the calculated amount.
Note: Depending on your commission structure, you might need to add more conditions, formulas, or actions to the flow.
Challenges of Tracking Sales Commissions in Salesforce
Custom Object Creation and Maintenance
Salesforce requires creating custom objects and fields to track commissions. This manual task can be time-consuming. Continuously tweaking these customizations while managing a growing team can be a challenge for sales leaders.
Payroll Systems Integration
Combining Salesforce data and payroll systems to ensure timely commission payouts can be challenging.
Limited Visibility on Calculations
Commission calculations vary from company to company and can be complex in certain cases. Without the right tools or processes in place to handle these unique calculations, it can be hard to see and understand how commissions are worked out.
Reporting Limitations
Salesforce is an incredibly robust CRM, but it has reporting limitations that prevent sales leaders from easily tracking commissions.
Cost of More Salesforce Licensing
As organizations grow, many purchase additional Salesforce licenses. Ensuring the right permissions can lead to higher-tier license packages, increasing costs.
Salesforce Commission Tracking in Google Sheets
While setting up commission tracking in Salesforce is a challenge, maintaining it at scale is nearly impossible.
This is where Coefficient and Google Sheets come into play, allowing sales leaders to consolidate commission track and report in a single view.
And the best part? Coefficient enables you to import live Salesforce data into Google Sheets on an automatic schedule. That way, the sales commission calculator is refreshed daily.
Letâs walk through how to use Google Sheets, Coefficient, and Salesforce to create a sales commission calculator that updates automatically.
Note: Replace âSalesforce Importâ with the name of your Coefficient import in the above formula.
Otherwise, it wonât work.
The formula will calculate the Q1 2022 sales commission for Michael Brown.
Now drag the formula across the rest of the table. This will give you the sales commission calculations for all of your sales reps across Q1, Q2, Q3, Q4.
The final step is to set up automatic data refreshes.
This ensures that the Salesforce data in your spreadsheet will update on a daily basis.
To set up automatic refreshes, open your Salesforce import on the Coefficient sidebar.
Select âEditâ on the dropdown menu.
Enable the Refresh Schedule.
Configure the Refresh Schedule: Daily at 7am.
The Salesforce data will update every day at 7am. At the same time, the sales commission calculator will recalculate how much you owe each sales rep.
This makes paying out commissions easy and straightforward. As the year goes on, your sales commissions will fill in for each quarter automatically.
Third-Party Apps for Salesforce Commission Tracking
Cloudcomp
Cloudcomp is a comprehensive commission management tool that provides automation, real-time commission calculations, and deep integration with Salesforce.
Benefits include:
A user-friendly interface, Cloudcomp allows sales reps to view their commissions in real-time.
Advanced analytics, enabling businesses to forecast sales and optimize their compensation plans.
Spiff
Spiff offers a robust platform for commission calculations, forecasting, and advanced reporting. The platform is designed to handle complex commission structures, overrides, and spiffs.
Benefits include:
Commission dashboards that allow teams to track performance against set targets.
Automated reconciliation features, ensuring that payouts are accurate and compliant.
Performio
Performio is known for its commission management and sales compensation functionalities. It offers features like dispute management, analytics, and advanced commission calculations.
Benefits include:
End-to-end commission management, from setting up compensation plans to making payouts.
Analytics dashboard provides insights into sales performance, helping businesses optimize their compensation strategies.
API integrations to ensure data is synchronized across platforms.
Everstage
Everstage focuses on sales performance and incentive compensation. It offers features like goal setting, performance tracking, and advanced analytics.
Benefits include:
An intuitive interface to help sales reps set and track their performance goals.
Scenario modeling features that allow reps to forecast potential earnings based on different performance metrics.
Xactly
Xactly is a leading SaaS platform that offers a suite of commission management features, including analytics, forecasting, and incentive compensation management.
Benefits:
AI-driven insights that allow businesses to actively optimize compensation plans
Native Salesforce integration allows businesses to leverage Salesforce’s robust reporting features in conjunction with Xactly’s commission data.
Automate Salesforce Commission Tracking with Coefficient
Commission plans offer a unique opportunity to motivate and reward your sales team, ensuring their goals align with those of the business. The challenge is maintaining accurate and up-to-date commission tracking to ensure accuracy and timely payouts.
With Coefficient, you can automate this process, eliminating manual commission tracking and more. Get started for free today to experience it for yourself.
Building Salesforce dashboards to track sales forecast changes is arduous. Salesforceâs native reporting capabilities are often limited and inflexible. But that doesnât change the fact that leadership needs the dashboards right now. Or that you have a dozen other âurgentâ tasks on your plate.
Coefficientâs Opportunity History Template for Google Sheets, shown below, eliminates all these headaches in a matter of clicks. The template instantly launches pre-built Salesforce dashboards in Sheets to track sales forecast fluctuations over the past day, week, month or quarter. Now you can finally unlock the full potential of the Salesforce Opportunity History Report.
And the best part? Coefficient automatically updates the dashboards, so theyâre always up-to-date with your live Salesforce data. And you can also set up Slack or email alerts so you get notified immediately when an opportunity is edited and significantly affects your forecast.
Read on to learn about our Opportunity History Template, including how to set it up and start using it.
Salesforce Opportunity History Field Tracking
In Salesforce, Opportunity History Field Tracking is a robust report that tracks the change history of key opportunity fields, including old and new values and edit dates. Object information types include History Data, Opportunity Fields, and Opportunity Owner Information. The report is not enabled by default.
However, the reportâs rich potential is restricted by Salesforceâs cumbersome reporting capabilities. Limitations with summary formulas and inline calculations, difficulties cross-referencing objects in reports, and constant filter logic configurations are just a few of the familiar challenges of Salesforce reporting.
Thatâs where Coefficientâs pre-built dashboard templates come in.
Opportunity History Template: Automate Salesforce Insights in Google Sheets
Coefficientâs pre-designed templates take the work of building Salesforce dashboards off your plate. Templates instantly launch Salesforce dashboards in Google Sheets. In a few clicks, templates import live Salesforce data into Sheets, and automatically generate visualizations that give you fresh insights into your sales data.
Coefficientâs Opportunity History Template enables you to track sales forecast changes directly from Google Sheets. The template shows how new sales pipelines, lost opportunities, changing close dates, and up-sells impact your bottom-line revenue streams.
Forget analyzing your sales data for hours. With Opportunity History Template, you can access these insights in just a few clicks. The template unleashes the full potential of Salesforceâs Opportunity History Field Tracking:
Track your sales pipeline over any period of time
Identify opportunities with value changes or time frame modifications
Set custom fiscal year periods and monitor changes by month, quarter, or year
Slice and dice opportunity changes by sales team, opportunity type, or account details
Identify changes to close dates, opportunity amounts, and other fields that affect sales forecast
You can launch our free Opportunity History Template in less than a minute. Give it a try! Hereâs a step-by-step walkthrough on how to launch the template.
How to Set Up Opportunity History Template in Under 60 Seconds
Step 1: Enable Opportunity Field History Tracking
First, youâll need to enable Opportunity Field History Tracking in Salesforce. Specifically, field history on the opportunity object needs to be enabled. If itâs already enabled in your org, you can skip this section.
If youâve never turned on Opportunity Field History Tracking, youâll have to wait a few days/weeks before the template will show significant data. Salesforce does not collect this data unless the feature is turned on.
In Salesforce, navigate to Setup.
Now, click Object Manager located in the top menu.
Select an Opportunity object.
Enter Fields & Relationships and use checkboxes to enable field history. Youâll need to check the box at the top-left which says Enable Opportunity Field History, then youâll need to make sure that the following are included:
Youâll be asked where the document should be placed. You can place it anywhere in your Google Drive and rename it as desired. Then click OK.
Step 3: Install Coefficient
If you do not have the Coefficient app, youâll need to install it. If you already have Coefficient, skip this step.
Open a Google Sheets page, go to Extensions, then Add-ons, and click Get Add-ons. You will see a modal window with the Add-on store. Type Coefficient in the search bar.
Select Coefficient from the displayed choices. Proceed by selecting the Install button. Approve the permission to install.
Next, you will be asked to select the Google account that you want to associate with Coefficient. After choosing your account, review the privacy information and click Allow.
Success! The screen will inform you that you have installed Coefficient.
Step 4: Connect Salesforce Data to Template
Now go to Extensions in the same top panel, scroll down to select Coefficient, then click Launch. You see a panel on your right-hand side with a Coefficient menu. Select Connect to Salesforce.
Authenticate through Salesforce. You will be taken to the log in screen for your org. Following that, approve the access request by clicking Allow. The connection is made directly between your Google Sheet and your Salesforce instance.
A success message will appear in the same panel. Youâre connected! If you look again to the right, you will see that an opportunity report and opportunity history report will begin importing.
The dashboard will update with the new data.
Step 5: Set Up Automatic Data Refreshes
You should also schedule automatic data refreshes to ensure that the Salesforce data in your template always remains live.
Under the Import menu, click on Refresh Schedule.
You can schedule auto-refreshes data hourly, daily, or weekly. This enables your team to work with live and accurate data at all times. Your Opportunity History dashboards will always be up-to-date and ready-to-share.
Step 6: Schedule Data Alerts
Finally, schedule data alerts. Data alerts allow you and your team members to stay up to date on important changes in your spreadsheet directly from Slack and email. From the sidebar, click Add Data Alert.
Choose the alert type: Weekly/Daily screenshot, When data changes, or When a new row is added. Select the frequency of the alert. Then enter the Slack or email address you want to send the alert to. Now your team can monitor Opportunity History dashboards directly from Slack and email!
Use Cases: Opportunity History Template
Sales Pipeline Flow
The Sales Pipeline Flow dashboard tells you how the size of your deals changes over time when significant events occur.
In the example above, we see the pipeline increased by $4.91m because of deal closures being moved into this quarter, but was also reduced by $6.65m because of close dates being pushed out.
Similarly, we see an increase in deal size creating an additional $2.01m in revenue, and a further reduction of $1.81m because of deal size reduction.
This dashboard gives us a great high-level overview of how all of our deals are doing and how theyâve been implemented by these significant events.
Changes by Month
The Changes by Month dashboard gives us an even more detailed explanation about how our pipeline has changed. This dashboard doesnât just track significant events in your sales pipeline. It also demonstrates how those events occurred over time.
The Changes by Month dashboard can help you directly attribute significant changes in deal size to major events in and out of the company. These could be changes to staffing, market changes like sourcing, supply chain constraints, or changes to product offerings, all entirely within Google Sheets.
Forecast Changes by Date
Forecast Changes by Date measures changes by day, so you can really drill into how the data changes over time. The list offers links to each individual Salesforce record, so you can examine in the most granular detail why a specific Opportunity value changed.
Cool Things You Can Do with Opportunity History Template
Updating Data Filters
In addition to displaying your quarterly data for your sales personnel, you can also filter that data down to see how a teamâs deals have been impacted. You can also hide certain data thatâs obstructing the overall perspective.
For instance, maybe the product line has been eliminated and those related deals were closed. You probably donât want to include that data, and the template gives you the ability to filter it out in real-time.
Letâs see an example:
At the top of your template, you will see a panel with all the options available.
Look at how the data automatically changes when we modify the snapshot period and sales period to this quarter.
Our pipeline flow updates in real-time, and now reflects the desired data sets:
Next, letâs take a look at the filtering options to the right. These may look quite familiar to you, as you may have seen them in Salesforce reports tools.
As you can see, there are many filtering and data sorting options pre-designed for you, and you can use them immediately.
Create New Data Filters
If thereâs a filter you need in the template, but you canât find, you can add new data filters from custom fields on your reports by replacing the ‘placeholder’ filters “Opportunity Type,â “Account Country,” and “Account Industry.â
Launch the Coefficient Sidebar and click the three dots next to the “All Opps Report” import, and click Edit.
Remove one of the placeholder fields you don’t need by unchecking the box next to it (Opportunity Type, Account Country, or Account Industry).
Click Add fields, select the field you would like to use as a filter, and then click Done Selecting Fields.
Click Save and Run.
The data will refresh and your new filter will appear at the top!
Build New Dashboards Analytics on Top of the Template
A huge boon of using Coefficient to import your data and create visualizations into Google Sheets is that now youâre in control of your data! If you want to add additional visuals to your report, you can. You can update Coefficientâs import to include additional fields, import data from other platforms like Google Analytics or Looker, and combine it with the data weâve imported.
Try Coefficientâs Opportunity History Template Now!
Salesforce reporting is often clunky, difficult to work with, and simply insufficient. But with Coefficientâs Opportunity History Template, you can bypass all the busy-work and get straight to the insights you need.
Sales commissions are a key payment stream for sales reps. Commissions incentivize sales reps to perform at a superior level, lead to more closed deals, and generate higher revenue for the company.
However, calculating sales commissions is often a challenge for sales orgs. Although the process seems straightforward, there are many roadblocks to creating a flexible, transparent sales commission calculator.
Since our customers routinely face this problem, weâve designed our own sales commission calculator for Google Sheets. And now weâre sharing it with you!
The following blog will show you how to build our sales commission calculator in Google Sheets.
Alternatively, you can simply download our free template for the sales commission calculator to skip the building part.
Important note: the sales commission calculator is based on your Salesforce CRM data.
Now letâs get started!
Sales Commission Calculator: Powered by Live Salesforce Data from Coefficient
Building a sales commission calculator is simple if you follow the steps in this guide. But the calculator isnât helpful if you must copy-and-paste new Salesforce data to update the commissions every day.
What you actually need is live data â data thatâs synced with your Salesforce CRM â so your sales commission calculator always stays up to date.
Thatâs where Coefficient comes in. Coefficient enables you to import live Salesforce data into Google Sheets on an automatic schedule. That way, the sales commission calculator is refreshed daily.
Coefficient empowers you to pull data from any company system â such as HubSpot, Tableau, and Snowflake â into Google Sheets and automatically update the data.
With fresh data from Coefficient, you can make daily calculations as to how much you owe salespeople, and share the calculator among your team at all times.
Hereâs how you can combine Google Sheets and Coefficient to build a sales commission calculator that updates automatically.
How to Build a Google Sheets Sales Commission Calculator
Note: Replace âSalesforce Importâ with the name of your Coefficient import in the above formula.
Otherwise, it wonât work.
The formula will calculate the Q1 2022 sales commission for Michael Brown.
Now drag the formula across the rest of the table. This will give you the sales commission calculations for all of your sales reps across Q1, Q2, Q3, Q4.
As a last step, set up automatic data refreshes.
This ensures that the Salesforce data in your spreadsheet will update on a daily basis. Q2, Q3, Q4 will gradually fill in as new deals come in throughout the year.
To set up automatic refreshes, open your Salesforce import on the Coefficient sidebar. Select âEditâ on the dropdown menu.
Enable the Refresh Schedule.
Configure the Refresh Schedule: Daily at 7am.
The Salesforce data will update every day at 7am. At the same time, the sales commission calculator will recalculate how much you owe each sales rep.
This makes paying out commissions easy and straightforward. As the year goes on, your sales commissions will fill in for each quarter automatically.
Letâs continue on to discuss other examples of sales commission calculators.
Base Pay + Commission Calculator
The base pay plus commission structure combines a fixed salary with commission based on sales performance.
It offers salespeople financial stability with the base pay and incentivizes higher sales with commission.
How to calculate:
Base Pay + (Total Sales * Commission Rate)
Example:
A salesperson makes a base salary of $3,000 a month and has a 5% commission rate. If they sold $20,000 in a given month, their commission for the month would be $1,000.
Territory Volume Commission Calculator
In this model, salespeople earn commissions based on total sales within their assigned territory.
Companies can use this structure to maximize sales in a specific region by creating healthy competition among territories.
How to calculate:
Total Sales in Territory * Commission Rate
Example:
A salesperson earns a 5% commission on all sales made within their designated territory. If the total sales in their territory for a month amount to $100,000, their commission would be $5,000 (5% of $100,000).
Revenue Commission Calculator
Common in B2B sales, revenue-based commission awards salespeople a percentage of the revenue from their sales. It’s a direct share of the company’s earnings from a sale.
How to calculate:
Total Sales * Commission Rate
Example:
Imagine a salesperson earns a 5% commission on the total revenue generated from their sales. If they make $50,000 in sales, their commission would be $2,500 (5% of $50,000).
Automate Sales Commissions: Combine Spreadsheets with Live Salesforce Data
With Coefficient, you can import real-time Salesforce data into Google Sheets, and build a sales commission calculator that updates automatically.
Follow the steps in this guide to build a Google Sheets sales commission calculator. Or download our free template to access the sales commission calculator, already built for you. Love this resource? Want more? Coefficient offers libraries of advanced reporting dashboards and simple spreadsheet templates for you to sift through as well.
Get started for free with Coefficient so you can create a flexible sales commission calculator with fresh Salesforce data.
Even with access to robust CRM systems such as Salesforce and HubSpot, many SalesOps users still prefer spreadsheets for forecasting, dashboarding, and analysis.
Spreadsheets are more flexible, and less cumbersome, than many of the built-in visualization and analytics capabilities of CRMs. However, itâs often difficult to build and maintain sales tracking spreadsheets with so many other competing priorities.
But no worries â weâve created templates for all of your essential sales tracking spreadsheets in the following blog. Try our free Google Sheets templates for your Salesforce and HubSpot CRM data below.
Win Loss Analysis Template
Win loss analysis is critical to understanding why sales deals were won or lost. This helps sales teams adjust tactics and optimize the sales cycle.
SalesOps managers typically build win loss analysis reports in CRMs that can track these metrics across orgs, teams, and sales reps. But these CRMs often make win loss analysis reporting quite difficult. Salesforce, for instance, restrains users to basic inputs such as pick-lists or open-text fields.
Google Sheets offers more flexibility in terms of building dashboards, but it cannot access real-time CRM data natively. And then, regardless of what platform you use, you must build out the dashboards from scratch.
But slow down there â our Win Loss Analysis Template takes care of all of these dashboarding issues in a single click.
Our Win Loss Analysis Template contains all the metrics and visualizations needed to perform an incisive win/loss analysis, presented in pretty dashboards that capture the core KPIs your team needs:
Dashboards within the template can be customized with a toggle menu at the top of the Sheet â this allows you to view the dashboard for individual sales reps or team. You can also toggle your visualizations based on Time Period, Time Units, Team/Manager, Sales Rep, and Opportunity Type.
This allows your team to slice-and-dice the CRM data however they want. The filtered data is then fed into the pre-built win loss analysis dashboards:
Keep track of key metrics such as won/lost by revenue and volume, win rate, and wins by customer stage with high-level charts. View juxtaposed dashboards of opp amounts/counts won and lost.
You can also view win rates by reps, teams, opp size, opp age, lead source, and more.
Get a full list of lost opportunities, including opp owners, age, amount, and reason lost.
And these dashboards are always up-to-date and shareable â the template automatically updates your CRM data. Give it a try now: launch our free win loss template in Google Sheets for your Salesforce or HubSpot CRM.
Setting and tracking sales targets is a key initiative for most sales teams. These goals allow teams to measure performance, adjust tactics, and project sales within a given month, quarter, or year.
However, dashboards that track sales targets often require SalesOps managers to corral data from multiple business systems. Itâs a messy, time-consuming process to blend sales data in CRMs with sales targets in spreadsheets.
Thatâs why we created our Sales to Target Template. Our template offers pre-built sales to target dashboards, so SalesOps Managers can avoid building, maintaining, and updating complicated reports involving multiple data systems.
Our Sales to Target Template combines Salesforce or HubSpot data with sales targets, calculates revenue projections, and visualizes progress for teams and opportunity types, by month, quarter, or year. Track yearly or quarterly company revenue side-by-side with open pipeline and target achieved.
Harness the pre-built Gap Analysis visualization to find out how you can close missing revenue. View revenue and opportunities side-by-side, based on existing business and new business. Track your sub-targets and discover where your pipeline needs additional opportunities. You can also utilize these high-level dashboards to measure sales targets by team.
Check out the closed-won opportunities vs. targets dashboards to analyze performance over time and see where the gap needs to be made up.
Get a full overview of open pipe by stage to understand where the opportunities are that will allow you to meet sales targets.
Our Sales to Target Template allows you to bypass all that tedious dashboard building and focus on analysis. With the template, your team will gain access to a comprehensive view of how sales targets are progressing, and where they can make up the gaps.
And you donât have to worry about updating the sales data in Google Sheets â thatâs done automatically by the template. Launch the Sales to Target Template now with your Salesforce or HubSpot CRM data.
Our Sales Performance Template allows sales leaders to compare year-over-year sales performance by industry, region, and account. Now you can slice-and-dice performance data by sales team, deal type, and more, using a pre-built Google Sheets dashboard that automatically syncs with your Salesforce and HubSpot CRM data.
Hereâs a hands-on look at how the Sales Performance Template works.
At the top of the template, you can toggle between year, team, country, and opportunity. This will segment the dashboards in the template to show the specified data.
See visualizations for yearly historic revenue, and total sales by year, quarter, month, and week at the top of the dashboard. View a high-level overview of monthly sales by country with a geographic gradient map.
Manage your top 5 accounts and industries with fresh bar graphs powered by real-time CRM data.
View the largest deals closed in a pre-designed report, including deal name, account name, amount, close date, and owner.
Our Sales Performance Template offers all the performance dashboards your team needs to measure yearly, monthly, weekly, and daily growth. Give it a try â it only takes one click to launch the template.
Opportunity History Field Tracking is a powerful Salesforce report that records the change history of opportunity fields. But it is difficult to maximize the potential of the report due to the rigid reporting functionality in Salesforce.
Combining Opportunity History metrics with the flexibility of Google Sheets opens up a new dimension of sales pipeline analysis. In Google Sheets, SalesOps Managers can track historical pipeline conditions and expand sales forecasting with augmented data about past trends in opportunities.
However, getting this Opportunity History data into Google Sheets, and creating dashboards to visualize it, is a challenge in its own right. Thatâs why we designed our pre-built Salesforce Opportunity History Template for Google Sheets.
Coefficientâs Opportunity History Template shows how new sales pipelines, lost opportunities, changing close dates, and up-sells impact your bottom-line revenue streams. The template unleashes the full potential of Salesforceâs Opportunity History Field Tracking:
Track your sales pipeline over any period of time
Identify opportunities with value changes or time frame modifications
Set custom fiscal year periods and monitor changes by month, quarter, or year
Slice and dice opportunity changes by sales team, opportunity type, or account details
Identify changes to close dates, opportunity amounts, and other fields that affect sales forecast
The Salesforce Opportunity History Template allows you to apply a more incisive analysis to your opportunities and historical sales pipeline trends. Launch the free template now to get started.
This free sales template (& sales + expenses template) by Spreadsheet Class will allow you to track your individual sales, and categorize your sales. You can easily view your totals in the template’s charts. Check out the variety of templates created at Spreadsheet Class.
Free Sales Tracking Spreadsheets: Focus on the Tasks that Matter
With our free sales tracking spreadsheets, you can bypass all the grunt work associated with building dashboards and focus instead on insights and analysis. Try these out these free, pre-built Google Sheets dashboards now, and also check out our other sales templates to speed up and optimize your workflows and sales cycles.
Managing sales commissions is tricky. Do it right and improve sales team motivation and performance. Any delays or inaccuracies can drastically affect morale, resulting in decreased sales.
Sales commission templates give Revenue Operations professionals a standardized framework to capture, calculate, and report on sales-related earnings. They also ensure that salespeople are compensated transparently, accurately, and on time.
Letâs explore nine of the best sales commission calculators, specifically those across various commission structures.
Each calculator comes with a free Google Sheets template you can use immediately.
Letâs dive in.
1. Basic Sales Commission Calculator
The basic sales commission template is a tool used to calculate the commission an individual or sales team earns depending on their sales performance. It simplifies the complex calculation process, considering factors like potential bonuses, base salaries, commission rates, and sales revenue.
Itâs especially beneficial for startups or businesses with simple commission structures.
2. Salary Plus Commission Calculator
The salary plus commission template provides a clear overview of total compensation by combining variable performance-based commissions with base salary. It includes deductions, rewards, tiered commission rates, and individual sales.
This commission calculation is used to reward high performers while ensuring a fair and transparent incentive structure that motivates reps to exceed their targets.
4. Residual Sales Commission Calculator
Subscription-based businesses often face challenges in calculating sales commissions due to recurring revenue.
The residual sales commission template solves this problem by estimating commissions on recurring sales over months or years. It uses base salary, subsidies, rewards, deductions, and commission amounts to compute the net salary for sales representatives.
It accounts for factors like base salary, specific commission rates, tax considerations, etc to give a comprehensive view of potential earnings. Revenue sales commission calculators are a win-win, aligning the goals of both the sales reps and the company.
6. Variable Revenue-Based Commission Calculator
The variable revenue-based sales commission template calculates commissions based on varying rates of revenue they generate. Instead of a flat rate, the commission rate adjusts based on predetermined criteria or performance tiers.
7. Gross Margin Sales Commission Calculator
The gross margin sales commission template calculates a salespersonâs commission from the saleâs profit rather than the total sale amount. It uses the sale’s cost, revenue, and other expenses to calculate total earnings and varies from deal to deal.
Gross margin sales commission structures incentivize reps to sell more and maximize the profitability of each sale. This can be particularly important for businesses where the cost associated with individual sales can vary widely.
8. Draw Against Commission Calculator
The draw against sales commission template estimates a sales rep’s earnings after deducting an advance or âdrawâ from their expected commissions. If their commissions are more than the draw, they receive the difference. Otherwise, they may owe the company, depending on the contract.
9. Territory Volume Commission Calculator
The territory volume sales commission template calculates commission based on total sales volume in an assigned geographic or market area. This approach incentivizes reps to maximize overall sales within their territory as opposed to high-value deals.
Build Custom Sales Dashboards with Coefficient in Google Sheets
Coefficient is a Google Sheets and Excel add-on that enables the power of live revenue operations data in spreadsheets from platforms like Salesforce, HubSpot, Pipedrive, Outreach, and Tableau directly at your fingertips.
Instead of juggling multiple tools, RevOps teams can use Coefficient to build custom dashboards, ensuring they have the most updated information when strategizing their sales approach.
Commission Tracking Templates for Google Sheets
Commission management is the heart and soul of an effective sales strategy. Still, many RevOps teams struggle to track commissions effectively.
Coefficient’s sales commission templates for Google Sheets are a reliable and automated way to stay on top of commission data. Coefficient also offers a library of free spreadsheet templates for all to use.
SalesOps managers spend way too much time building and tweaking dashboards. Itâs one of the biggest complaints we hear from our customers. Thatâs why we created our free SalesOps dashboards for Google Sheets. We want to take this annoying problem off your plate once and for all.
For SalesOps managers, the problems with dashboards are numerous. First, SalesOps managers need to research best-in-class metrics. Then they have to create visualizations of these metrics in clunky CRMs. Finally, they have to continuously update the dashboards with new data.
The result: SalesOps managers spend a significant amount of time manually developing dashboards. But with our free sales templates, you can launch pre-built sales dashboards in a single click â and never have to update them again.
Here are our top free SalesOps dashboards for Google Sheets, along with what they can offer you and your team. We also have a library of simple spreadsheet templates you can browse.
Pipeline Creation Dashboard
With our free Pipeline Creation Dashboard, youâll gain full visibility into pipeline creation across sales teams and reps. Launched in a single click, the pre-built dashboard visualizes pipeline generation metrics by day, week, or month, so you can easily understand how well your team is creating and closing business opportunities.
Now you can track pipeline creation by opportunity type, industry, deal stage, source, and more, with a pre-design dashboard in Google Sheets. Monitor win rate, opportunities created, closed won/lost deals, and other pipeline performance metrics.
You can launch the Pipeline Creation Dashboard in under a minute. All you need to do is connect your Salesforce or HubSpot CRM system to Google Sheets with our free data connectors.
Our Team Leaderboard Dashboard for Google Sheets allows you to monitor sales performance in a fun-spirited, competitive team-wide tracker. The dashboard visualizes revenue, opportunities created, win rate, and much more, across time periods and opportunity types. You can also segment the dashboard by team or by sales rep.
The Team Leaderboard Dashboard displays the sales reps on your team, and reveals who has the highest win rate, the best pipeline creation stats, the shortest opportunity lifecycles, and more. The dashboard also tallies sales activity performance, like meetings booked, emails sent, and calls made, in an easy-to-digest format.
You can launch our pre-built Team Leaderboard Dashboard in a single click. All you have to do is link Google Sheets to your Salesforce or HubSpot CRM with our one-click connectors. Also, the data in your spreadsheet will update automatically, so you donât have to spend time lassoing data.
The Sales Accounts Dashboard offers a comprehensive overview of all the accounts your sales team is working on. The dashboard allows you to generate new business and enhance client relationships, all with a pre-built template in Google Sheets. Now you can track and compare all your customer accounts, side-by-side.
For each account, access a full timeline of all sales activity, along with summaries of past performance metrics. Track the sales reps associated with each account, and their main points of contact. Isolate lapsed accounts with no activity and revive them. Assign new deals and tasks to sales reps to streamline workflows and win more deals.
The Sales Accounts Dashboard is powered by your Salesforce or HubSpot CRM data. In addition to automatic data updates, you can also set Slack and email alerts to notify you and your team of important changes to the data.
Our Win-Loss Analysis Dashboard allows you to track conversion rates by team, individual, industry, region, deal size, and more. Now you can monitor sales wins and losses in a single pre-built dashboard. Accelerate revenue growth by reinvesting in winning initiatives, and cutting losing strategies quickly.
Isolate performance trends to enhance winning strategies or adjust losing campaigns. Create lists of recently lost opportunities and understand why they failed. Receive a Slack or email alert every time a new deal is lost.
The Win-Loss Analysis Dashboard connects to your Salesforce or HubSpot system in a single click, and automatically updates your CRM data as changes occur in the data source. Try the Win-Loss Analysis Dashboard for Salesforce or HubSpot now.
Sales to target dashboards allow sales managers to keep track of reps and teams as they work toward sales goals. Our Sales to Target Dashboard empowers sales managers to track targets without all the back-and-forth between data systems.
The dashboard combines CRM data with sales targets, calculates revenue projections, and visualizes progress for teams and opportunity types, by month, quarter, or year. With this dashboard, sales managers can track yearly or quarterly revenue side-by-side with open pipeline and target achieved.
Populate the dashboard with your Salesforce or HubSpot CRM data. Try the free template now!
Make Dashboarding Easier: Try Our Pre-Built Templates
Our pre-built Google Sheets dashboards enable you to avoid all the manual tasks associated with building visualizations. Our work with hundreds of sales teams across the world has enabled us to create pre-built, best-in-class dashboards based on top sales KPIs. Weâve already done the hard work for, so why donât you give our free dashboards a try. You donât even need to leave Google Sheets!
