10 Best Sales Goal Tracker Tools & Templates for 2024

Are you struggling to keep your sales team focused, productive and motivated? Do you lack visibility into key sales activities and pipeline metrics? If you want to consistently hit your revenue goals, you need to track the right sales activities and KPIs.

That‘s where sales goal tracking comes in. By monitoring leading indicators like calls made, meetings booked, and opportunities created, you can course-correct before you fall behind on quota. The best sales teams are ruthless about tracking their activities and measuring success.

In fact, companies that track sales activity metrics are 2x more likely to hit their goals than those that don‘t. And organizations with structured sales processes see 28% higher revenue growth.

But tracking sales activities manually is time-consuming and error-prone. That‘s why investing in a good sales tracker tool is a no-brainer. These tools automate data capture, visualize your pipeline, and provide actionable insights to improve performance.

In this post, we‘ll explore the 10 best sales goal tracker tools and templates for 2024. Whether you‘re a small business or enterprise team, solo rep or sales manager, you‘ll find the perfect solution on this list. Let‘s dive in!

Sales Tracking Software

Sales tracking software helps teams log sales activities, monitor pipeline metrics, and analyze performance trends in one centralized dashboard. Here are our top picks.

1. HubSpot Sales Hub

HubSpot Sales Hub is an all-in-one sales CRM and tracking platform used by over 150,000 companies worldwide. It offers a ton of features for sales goal tracking:

  • Visual deal pipeline with drag-and-drop functionality
  • Rep productivity tracking (calls, emails, meetings, etc.)
  • Customizable reports and dashboards
  • Sales forecasting and deal probability scoring
  • Canned snippets and templates for faster prospecting
  • Conversation intelligence for coaching and optimization

What sets HubSpot apart is how easy it is to use and how seamlessly it integrates with marketing and service tools. You can create a hyper-efficient flywheel across the entire customer journey.

Best for: Small to enterprise sales teams that want an intuitive, full-stack CRM.

Pricing: Starts free. Paid plans from $45/month.

2. Salesforce Sales Cloud

Salesforce is the 800-pound gorilla of CRM and sales tracking software. Its Sales Cloud offers unmatched customization and advanced features like:

  • AI-powered sales forecasting
  • Automated activity capture
  • Real-time sales performance insights
  • Mobile CRM app for on-the-go tracking
  • Custom reports and dashboards
  • Partner ecosystem of 1000+ apps

While incredibly powerful, Salesforce does have a steeper learning curve and higher price point than other tools on this list. It‘s best suited for large, complex organizations.

Best for: Enterprise companies that want maximum flexibility and robust analytics.

Pricing: Essentials plan starts at $25/user/month. Most businesses will need the $75/user/month Professional plan.

3. Pipedrive

Pipedrive is a highly visual sales CRM and tracking tool built for teams that want full pipeline visibility without any fuss. Top features include:

  • Drag-and-drop pipeline management
  • Rep activity and goal tracking
  • Meeting scheduler
  • AI sales assistant for automated admin tasks
  • Customizable dashboards and reports
  • 300+ app integrations

Users love how intuitive Pipedrive is to navigate and how it keeps all their sales data organized in one place. The visual interface makes it easy to spot bottlenecks and move deals along.

Best for: Midsize teams that value simplicity and ease of use.

Pricing: Essential plan starts at $12.50/user/month. Most will be well served by the $24.90/user/month Advanced plan.

4. Freshworks CRM

Freshworks CRM (formerly Freshsales) is a feature-packed sales tracking solution with affordable pricing. Capabilities include:

  • Multichannel lead capture
  • Visual sales pipeline with probabilities
  • Rep activity tracking and leaderboards
  • AI-powered deal insights
  • Custom reports and dashboards
  • Territory management

One standout is the AI assistant, Freddy, which guides reps on the next best actions to take with each deal. Freddy also automates sales forecasting to improve accuracy.

Best for: Businesses of all sizes looking for an affordable CRM without sacrificing functionality.

Pricing: Free up to 100 marketing contacts. Growth plan is $29/user/month which will suit most small-midsize businesses.

Now let‘s look at some free sales tracking tools for tighter budgets.

Free Sales Trackers

Not every team is ready to invest in a paid sales tracking tool. These free options provide a ton of value at no cost.

5. HubSpot CRM

In addition to its paid Sales Hub, HubSpot offers a forever free CRM packed with generous features:

  • Unlimited contacts, deals, and tasks
  • Customizable sales pipeline
  • Email tracking and templates
  • Meeting scheduler
  • Rep productivity tracking
  • Out-of-the-box reports

The free HubSpot CRM is an excellent launchpad for small businesses getting started with sales tracking. Plus, you can seamlessly upgrade to paid features as you grow.

Best for: Solopreneurs and small teams that want core CRM features at no cost.

6. Streak

Streak is a free Gmail CRM that lets you track sales right inside your inbox. It offers handy features like:

  • Gmail sidebar for logging deal updates
  • Visual pipeline tracking
  • Mail merge with templates
  • Scheduled emails
  • Rep activity tracking
  • Basic reporting

If your team lives in Gmail or Google Workspace, Streak is an efficient way to layer sales tracking on top of your existing workflows. No more copying data between tools.

Best for: Teams that want to track sales activities without leaving Gmail.

7. Zoho CRM

Zoho CRM offers a free edition for up to three users that‘s surprisingly robust. You get access to:

  • Lead management
  • Sales tasks and activities
  • Built-in phone
  • Real-time notifications
  • Reporting and dashboards
  • Mobile apps

While you may outgrow it quickly, the free Zoho CRM is a solid starter kit for tiny teams looking to better organize their sales process.

Best for: Solopreneurs or micro-teams dipping their toes into CRM.

If you prefer tracking sales goals in a spreadsheet versus a full-blown CRM, we‘ve got you covered.

Sales Tracking Templates

A well-built sales tracking template can bring structure to your pipeline and simplify reporting. Many teams start with a template before graduating to a CRM. Here are some of our favorites.

8. HubSpot Sales Activity Tracking Template

HubSpot offers a pre-built sales activity tracking template for Google Sheets or Excel. It lets you:

  • Track deals by stage, rep, and probability
  • Log key activities like calls and meetings
  • Assess pipeline coverage and rep performance
  • Forecast revenue based on your data

This template is a perfect starter kit for small teams not yet ready for a CRM. It‘s easy to collaborate with colleagues in real-time.

Best for: Teams that prefer tracking sales in a familiar spreadsheet interface.

9. Smartsheet Sales Pipeline Template

Smartsheet is known for its powerful project management templates. Its sales pipeline template helps you:

  • Manage contacts and opportunities
  • Track weekly and monthly sales rep activities
  • Collaborate seamlessly with team members
  • Generate visual pipeline reports

What‘s great about this template is how easy it is to customize to your specific sales stages and milestone activities.

Best for: Teams that want a flexible, visually appealing sales tracker.

10. Pipedrive Sales Tracking Spreadsheet

Pipedrive offers an easy-to-use sales tracking spreadsheet that mirrors the functionality of its CRM. You can:

  • Organize deals by status, value, and close date
  • Define a structured sales process
  • Track activities completed for each deal
  • Forecast revenue and assess pipeline health

This is a great gateway to using Pipedrive‘s CRM once you outgrow the spreadsheet format.

Best for: Teams considering Pipedrive that want to test out its methodology first.

Expert Tips for Sales Goal Tracking Success

Investing in the right tools is just the first step to sales tracking mastery. Here are some expert tips to keep in mind:

  1. Focus on the vital few metrics. Identify the 3-5 sales activities and outcomes that matter most for your team, such as calls, qualified opportunities, and win rates.

  2. Set activity quotas for each rep based on historical conversion rates. Work backwards from revenue goals to determine the volume of activities needed to hit them.

  3. Log activities and deal updates daily. Don‘t let key details fall through the cracks. Quick, consistent logging keeps your pipeline pristine.

  4. Review activity metrics weekly as a team. Assess each rep‘s performance and brainstorm ways to improve low metrics. Maybe they need more training or better lead quality.

  5. Continually prune your pipeline. Mark stale deals as closed-lost to maintain an accurate forecast. Don‘t let zombie deals skew your data.

"The key to sales goal tracking is consistency and focus," says Karen Francois, sales director at Gong. "Pick a few leading indicators, track them religiously, and coach your team to excellence on those activities. The results will follow."

Take Your Sales Performance to the Next Level

Sales goal tracking is a high-leverage activity that separates average teams from exceptional ones. By keeping a pulse on key activities and pipeline metrics, you can make data-driven adjustments that put you on the path to quota attainment.

The 10 tools and templates highlighted in this post can help you build a sales goal tracking discipline, no matter your team size or budget.

Remember, a goal without a plan is just a wish. And a plan without consistent tracking is just a dream. Make sales goal tracking your secret weapon and watch your revenue soar.

Now if you‘ll excuse me, I have some activities to log! Happy tracking.

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