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Cold Calling Tracking - Template

This document tracks a salesperson's cold calling goals and results over multiple weeks. It includes templates to set daily call and appointment goals for each week, and allows the user to track their actual calls made and appointments secured. Charts display progress towards goals over time to help users improve their call and appointment conversion rates.

Uploaded by

bobby robson
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
223 views21 pages

Cold Calling Tracking - Template

This document tracks a salesperson's cold calling goals and results over multiple weeks. It includes templates to set daily call and appointment goals for each week, and allows the user to track their actual calls made and appointments secured. Charts display progress towards goals over time to help users improve their call and appointment conversion rates.

Uploaded by

bobby robson
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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COLD CALLING TRACKER

Sales Period Start Day 4/26/2010 CALL GOALS HIT


Total Call Goals

1 35
0.9
30
0.8
0.7
25
0.6

Success Rate %
20
No. Calls

0.5
Actual Calls
0.4 Target Calls
15
0.3 Actual Appts
0.2 Target Appts
10
0.1
0 5

0
Sales Day

TOTAL CALLS 0
TOTAL APPTS 0

HOW TO USE:
1.
2. Decide on a day
On the first frequency
of yourfor your
goal call/appt
setting goal
period usesetting periodpage
the 'Targets' - forto
example
enter inevery week of calls you intend to make an
the number
day in that period. For example if your goal period is every week fill out 5 days of goals
3. Set your start date ( Front Page D4 )
4. Start making calls !
5.
6. On
Thethe 'Week
graphs #' track
will sheetyour
, for progress:
each call enter a 'x'chart
THe first . If you get an
tracks appointment
target and actualenter
callsan 'x' appointments,
and in the appt boxthe second chart
appts/calls
TRACKER
0 APPT GOALS HIT 0
0 Total Appointment Goals 0

35

30

25

20
Sales Day
15 Success Rate (Avg)
Target Success (Avg)
10

alls you intend to make and the number of appointments you hope to get for each

appt boxthe second chart tracks target and actual percentage success rates i.e
tments,
Sales Day Calls Goal Appt Goal
WEEK 1 1
2
3
4
5
WEEK 2 6
7
8
9
10
WEEK 3 11
12
13
14
15
WEEK 4 16
17
18
19
20
WEEK 5 21
22
23
24
25
WEEK 6 26
27
28
29
30
WEEK BEGINNING 4/26/2010
MONDAY TUESDAY WEDNESDAY THURSDAY
Call Number Call Appt Call Appt Call Appt Call Appt
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Totals
Daily Success 0 0 0 0 0 0 0 0
Rate 0 0 0 0
WEEKLY ACTUAL
NO. CALLS 0
NO. APPTS 0
SUCCES % 0.00%
4/26/2010
FRIDAY
Call Appt

0 0
0
WEEK BEGINNING 5/3/2010
MONDAY TUESDAY WEDNESDAY THURSDAY
Call Number Call Appt Call Appt Call Appt Call Appt
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Totals
Daily Success 0 0 0 0 0 0 0 0
Rate 0 0 0 0
WEEKLY ACTUAL
NO. CALLS 0
NO. APPTS 0
SUCCES % 0.00%
5/3/2010
FRIDAY
Call Appt

0 0
0
WEEK BEGINNING 5/10/2010
MONDAY TUESDAY WEDNESDAY THURSDAY
Call Number Call Appt Call Appt Call Appt Call Appt
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Totals
Daily Success 0 0 0 0 0 0 0 0
Rate 0 0 0 0
WEEKLY ACTUAL
NO. CALLS 0
NO. APPTS 0
SUCCES % 0.00%
5/10/2010
FRIDAY
Call Appt

0 0
0
WEEK BEGINNING 5/17/2010
MONDAY TUESDAY WEDNESDAY THURSDAY
Call Number Call Appt Call Appt Call Appt Call Appt
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Totals
Daily Success 0 0 0 0 0 0 0 0
Rate 0 0 0 0
WEEKLY ACTUAL
NO. CALLS 0
NO. APPTS 0
SUCCES % 0.00%
5/17/2010
FRIDAY
Call Appt

0 0
0
WEEK BEGINNING 5/24/2010
MONDAY TUESDAY WEDNESDAY THURSDAY
Call Number Call Appt Call Appt Call Appt Call Appt
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Totals
Daily Success 0 0 0 0 0 0 0 0
Rate 0 0 0 0
WEEKLY ACTUAL
NO. CALLS 0
NO. APPTS 0
SUCCES % 0.00%
5/24/2010
FRIDAY
Call Appt

0 0
0
WEEK BEGINNING 5/31/2010
MONDAY TUESDAY WEDNESDAY THURSDAY
Call Number Call Appt Call Appt Call Appt Call Appt
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Totals
Daily Success 0 0 0 0 0 0 0 0
Rate 0 0 0 0
WEEKLY ACTUAL
NO. CALLS 0
NO. APPTS 0
SUCCES % 0.00%
5/31/2010
FRIDAY
Call Appt

0 0
0
DO NOT MESS WITH THIS PAGE - IT IS USED TO CALCULATE INTEMEADIATE RESULT FOR THE FRONT PAGE

Actual Targets
Sales Day Actual Calls Target Calls Actual Appts Target Appts
1 0 0 0 0
2 0 0 0 0
3 0 0 0 0
4 0 0 0 0
5 0 0 0 0
6 0 0 0 0
7 0 0 0 0
8 0 0 0 0
9 0 0 0 0
10 0 0 0 0
11 0 0 0 0
12 0 0 0 0
13 0 0 0 0
14 0 0 0 0
15 0 0 0 0
16 0 0 0 0
17 0 0 0 0
18 0 0 0 0
19 0 0 0 0
20 0 0 0 0
21 0 0 0 0
22 0 0 0 0
23 0 0 0 0
24 0 0 0 0
25 0 0 0 0
26 0 0 0 0
27 0 0 0 0
28 0 0 0 0
29 0 0 0 0
30 0 0 0 0
No Call Goals 0 No Appt Goals 0
TE RESULT FOR THE FRONT PAGE CHARTS

Success Rate
No Calls ( Agg ) No Appts (Agg) Success Rate (Aggr) Sales Day
0 0 #DIV/0! #DIV/0! 1
0 0 #DIV/0! #DIV/0! 2
0 0 #DIV/0! #DIV/0! 3
0 0 #DIV/0! #DIV/0! 4
0 0 #DIV/0! #DIV/0! 5
0 0 #DIV/0! #DIV/0! 6
0 0 #DIV/0! #DIV/0! 7
0 0 #DIV/0! #DIV/0! 8
0 0 #DIV/0! #DIV/0! 9
0 0 #DIV/0! #DIV/0! 10
0 0 #DIV/0! #DIV/0! 11
0 0 #DIV/0! #DIV/0! 12
0 0 #DIV/0! #DIV/0! 13
0 0 #DIV/0! #DIV/0! 14
0 0 #DIV/0! #DIV/0! 15
0 0 #DIV/0! #DIV/0! 16
0 0 #DIV/0! #DIV/0! 17
0 0 #DIV/0! #DIV/0! 18
0 0 #DIV/0! #DIV/0! 19
0 0 #DIV/0! #DIV/0! 20
0 0 #DIV/0! #DIV/0! 21
0 0 #DIV/0! #DIV/0! 22
0 0 #DIV/0! #DIV/0! 23
0 0 #DIV/0! #DIV/0! 24
0 0 #DIV/0! #DIV/0! 25
0 0 #DIV/0! #DIV/0! 26
0 0 #DIV/0! #DIV/0! 27
0 0 #DIV/0! #DIV/0! 28
0 0 #DIV/0! #DIV/0! 29
0 0 #DIV/0! #DIV/0! 30
Target Success Target Success
Success Rate (Avg) (Avg) Target Success Rate (Aggr)
#VALUE! #VALUE! #DIV/0! #DIV/0!
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
#DIV/0! 0.00% #DIV/0! 0
Call Goal Achived Appt Goal Achieved
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0

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