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2026 Team KPI Tracker

A full fiscal-year tracker for a 12-rep inside sales team. Goals are set once per quarter, activity is logged daily, and weekly and monthly summaries calculate themselves — so coaching conversations start from numbers instead of memory.

This is a structural preview of the workbook, shown with the template's blank values so the framework is readable in the browser. Seventeen tabs cover four quarters; Q1 is shown here and Q2–Q4 repeat the same structure with their own date ranges. Download the original above for the working file with all formulas intact.
Orientation

START HERE

How the workbook is organised: four quarters, each with the same four tabs.

QuarterDate RangeTabs
Q1 (Apr–Jun 2026)April 1 – June 30, 2026Q1 Setup / Q1 Daily Log / Q1 Weekly / Q1 Monthly
Q2 (Jul–Sep 2026)July 1 – Sep 30, 2026Q2 Setup / Q2 Daily Log / Q2 Weekly / Q2 Monthly
Q3 (Oct–Dec 2026)Oct 1 – Dec 31, 2026Q3 Setup / Q3 Daily Log / Q3 Weekly / Q3 Monthly
Q4 (Jan–Mar 2027)Jan 1 – Mar 31, 2027Q4 Setup / Q4 Daily Log / Q4 Weekly / Q4 Monthly
HOW TO USE: 1) Start in Q# Setup — enter quarterly goals and rep names. 2) Each day — open Q# Daily Log, enter Hours Worked, Dials, Sell Time, Sales for all 12 reps. 3) Each week — scroll to that week's section in Q# Weekly Summary (pre-built Week 1–13). 4) Each month — open Q# Monthly Summary and enter monthly goals per rep. 5) When a new quarter starts — move to the next Q# tabs. Prior quarters remain as your record.
Goals & Roster

Q1 Setup

Quarterly goals and rep names are entered once here; every other tab pulls from this sheet.

Quarter / Period · Q1 (Apr–Jun 2026) · Quarter Start · Apr 01, 2026 · Quarter End · Jun 30, 2026

#Rep NameQuarterly Goal ($)Sales To Date ($)Remaining ($)BDays Left in QtrAdj. Daily Sales Goal ($)
1Rep 1000-370
2Rep 2000-370
3Rep 3000-370
4Rep 4000-370
5Rep 5000-370
6Rep 6000-370
7Rep 7000-370
8Rep 8000-370
9Rep 9000-370
10Rep 10000-370
11000-370
12000-370

+ 1 more rows in the working file

Daily Input

Q1 Daily Log

The daily entry surface. Hours, dials, sell time and sales go in per rep; dial and sell-time goals auto-adjust to the hours actually worked, so a short day is not scored as a miss.

DateRep NameHours WorkedDials (Actual)Dial Goal (hrs x 7.5)Dial Pace (dials/hr)Dial % to GoalSell Time (h:mm)Sell Time Goal (h:mm)Sell Time % to GoalOpen OppsClosed OppsDaily Sales ($)Adj. Daily Goal (Auto)Sales % to Goal
Jun 08, 2026Rep 1000
Jun 08, 2026Rep 2000
Jun 08, 2026Rep 3000
Jun 08, 2026Rep 4000
Jun 08, 2026Rep 5000
Jun 08, 2026Rep 6000
Jun 08, 2026Rep 7000
Jun 08, 2026Rep 8000
Jun 08, 2026Rep 9000
Jun 08, 2026Rep 10000
Jun 08, 20260000
Jun 08, 20260000
Jun 09, 2026Rep 1000
Jun 09, 2026Rep 2000
Jun 09, 2026Rep 3000
Jun 09, 2026Rep 4000
Jun 09, 2026Rep 5000
Jun 09, 2026Rep 6000
Jun 09, 2026Rep 7000
Jun 09, 2026Rep 8000
Jun 09, 2026Rep 9000
Jun 09, 2026Rep 10000
Jun 09, 20260000
Jun 09, 20260000

+ 180 more rows in the working file

Weekly Roll-Up

Q1 Weekly

Thirteen pre-built weeks, each summarising the daily log across its own date range.

Week 1 | Jun 08 – Jun 12, 2026 · Jun 08, 2026 · Jun 12, 2026

WeekRep NameAvg Dials/DayAvg Dial %Avg Sell TimeAvg Sell Time %Total DialsTotal Sell HrsOpen OppsClosed OppsTotal Sales ($)Sales % to Goal
Week 1Rep 100000
Week 1Rep 200000
Week 1Rep 300000
Week 1Rep 400000
Week 1Rep 500000
Week 1Rep 600000
Week 1Rep 700000
Week 1Rep 800000
Week 1Rep 900000
Week 1Rep 1000000
Week 1000000
Week 1000000

+ 46 more rows in the working file

Monthly Roll-Up

Q1 Monthly

Month-level attainment and pacing per rep, carried against the quarterly goal.

June 2026 | 06/01 – 06/30/2026 · Jun 01, 2026 · Jun 30, 2026

Rep NameQtr Goal ($)Adj. Daily Goal ($)Total Sales (Mo)Monthly Goal ($)% to Mo GoalAvg Dials/DayAvg Sell TimeClosed OppsQtr Sales To Date ($)Remaining ($)
Rep 10000000
Rep 20000000
Rep 30000000
Rep 40000000
Rep 50000000
Rep 60000000
Rep 70000000
Rep 80000000
Rep 90000000
Rep 100000000
00000000
00000000

+ 31 more rows in the working file