Sales Performance Tracker
What a sale really nets you, and how much activity your income goal takes.
Three tools were built from a review of what other sales trackers leave vague. The Commission tab, From Sale to Pocket, shows what a sale nets after your deductions. The IncomeGoal tab works backward from your own measured conversion ratios, not an industry average, to the activity your goal needs. The pipeline and win/loss analysis show whether your pipeline is enough and where deals are lost.
It is a performance and analysis sheet, not a CRM. The workbook has 10 tabs.
- From Sale to PocketWhat a sale nets you after deductions, not only the gross amount.
Commission - Reverse activity engineWorks backward from your own conversion ratios to the activity your goal needs.
IncomeGoal - Pipeline coverageShows whether your pipeline is enough to reach your number.
Pipeline - Win/loss analysisShows where deals are really being lost.
WinLoss - Daily log and weekly statsWhere you record your activity.
DailyLog, WeeklyStats - Monthly goals, annual view and dashboardYour results over time.
MonthlyGoals, AnnualView, Dashboard
- Before release, the English version passed its 26-test automated suite.
- Like every FinanzaX template, it went through an automated test suite, a measured WCAG AA contrast audit, and a render and PDF verification.
What do I receive?
A link to make your own editable copy of the Google Sheets template, delivered instantly after purchase on Gumroad.
What do I need to use it?
A free Google account and Google Sheets. There is nothing to install.
Is it available in Spanish?
Yes. The Spanish version is Control de Ventas, a separate product with its own page.
Is this a CRM?
No. It is a Google Sheets tool for commission math, activity targets and pipeline analysis. It does not manage contacts or automate outreach.
Is this financial advice?
No. FinanzaX products are educational tools. They do not provide financial, investment, tax, legal, accounting, or any other professional advice, and using one does not substitute for advice from a licensed professional who knows your particular situation.
This FinanzaX template is an educational digital tool that helps you organize and track your own financial information. It does not provide personal financial, investment, tax, legal, or accounting advice. All figures shown are estimates based on the information you enter, not guarantees of any outcome. FinanzaX and its creator are not responsible for any financial loss, damage, or decision resulting from the use of this product, to the maximum extent permitted by applicable law. As a digital product delivered instantly upon purchase, refunds are subject to applicable law and the refund policy of the platform (Gumroad) where you purchased it. By purchasing, you acknowledge that you have reviewed this disclaimer and the Terms of Use included in the product.