Sales Tracker
Learn how to effectively track sales for your team using Google Sheets with functions like SUMIFS and COUNTIF. This video provides a step-by-step guide to creating a sales tracker dashboard that highlights performance metrics.
So we have a few sales reps that we wanna track all of their sales, and we have a sheet with all of their sales, and each one has their rep name in the D column. We're going to quickly just add up how many sales they have, what's their value, that kind of thing. If you're looking for more from a sales tracker, make sure you comment below what you want to do in your sales tracker, and I'm more than happy to make more videos to show you exactly how to do what you wanna do. So here, this is fairly simple if you know what you're doing, and now you're gonna know what to do. So in your sheet of dashboard or wherever you are and you wanna say, "Hey, this Carl has how many sales in the sales sheet?" We're gonna use SUMIF . And not just SUMIF , because we could use SUMIF .
However, I like using SUMIFS because the syntax is a little different and way more intuitive. So the first thing with SUMIFS is what is the range that I want to sum up? So I'm gonna type it again, SUMIFS . Well, I can just go to Sales and say I wanna select the value. So I wanna say, "How much value is this sales rep bringing?" And then I can hit the comma, and the second thing is criteria range . Well, that's going to be where the name of my rep is. So in this case, it's the D column. In your case, it might be another column. Then I'm gonna add another comma, and here we s- sum range, criteria range, and then the criteria. Don't worry about the one at the beginning. All that really means is that this criteria range is based on this criteria.
The next range is based on the next criteria that you put in. You can do multiple things here, but I just wanna get the sales rep. So my criteria is actually gonna be back on my dashboard where it says Sales Rep A2. So this is value, and I wanna say, "Okay, this is how many total sales they have." As long as I use the full column , B and D, and I use the exact cell reference of A2 here, I can copy and paste this down, and each one is gonna change this A2 to A5, A6, A7, but the columns are going to stay the same. So I get total value of what this sales rep has brought. If I want sales, the s- the total number of sales they've done, not the total value, I can use COUNTIF. And again, I can use COUNTIF or COUNTIFS.
COUNTIFS is going to have a different syntax than SUMIF and SUMIFS . So COUNTIF I find fairly simple. Just look at the range , count it. So we're gonna say countif - I'm gonna go back to my sales and I'm gonna select the rep column. So this is just how many mentions does this person have? So I'll put a comma, then I'll go back to my dashboard and I'll select A2, just like I did with SUMIFS. And that's just saying in the D column, how many times is Carl mentioned? And I can copy paste this down and see four, four, four, three. Oh, Ishmael only had one sale. Is that correct? Yes. I can go over here and do Command + F and search for Ishmael and say, "Okay, yes, the, the data is correct." That is good. I like to always check my data as I'm doing these COUNTIF, SUMIFS,
just for a sanity check, just to be like, "Is this the correct one?" I can also format this value if I want. I can also create a nice little average here and say equals value divided by sales for each person. I can also highlight the top average salesman or the top value or both. Let's say the B column, I wanna do format . Conditional formatting . Let's see the whole thing here. And I wanna go to Format cells if . Custom formula is equals B1 equals MAX B column B. And this is gonna be the highest number . Let's put it in red. Done. Let's select the D column and do add another rule. Same. I'm gonna go to custom formula is equals D1 equals MAX and
D colon D in parentheses. And this I'm gonna do green. Actually, a different green. There, that's a good green. If I don't want the maximum, I do want… I just wanna say, "Ooh, who's the least littlest?" I can change this to MIN, MIN instead of MAX, and get the least. That's probably better for red. So I get, oh, Ishmael in last place, but the best average is Florence, even though they've only done three sales, not four. They're our best average. Woo. What are they doing different? Isn't that cool? So we will do a little sales tracker, get a little dashboard very quickly into your company, see what's going on. Again, feel free, comment down below. Tell me what you want in a sales tracker. I'm more than happy to make more videos helping you do more
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