Discover how to create a Goal Tracking Worksheet or download a ready-made one!


Goal Tracking worksheet


The knowledge of whether the objectives and goals of your strategic planning are being met is critical to setting a course and making quick decisions.

So, the use of a goal tracking worksheet has become increasingly common in organizations. In order to constantly increase sales results, the goals and objectives set are very important to advance the steps a company takes.

However, beyond setting these goals and objectives, it is essential that the manager can follow easily the results in practice. It is precisely to facilitate this custom that a goal tracking worksheet is used.

Throughout this article we will look at how you can create a goal tracking worksheet to maximize your business results.

The Importance of Using a Goal Tracking worksheet

The goals and objectives drive a company to success – providing a direction to follow. When this doesn’t happen any result achieved is considered good enough.

For a business that achieves sales of 100 units per month, selling 105 units next month seems like a big development. However, if there is a growth target of 10% per month this result no longer appears so satisfactory.

The goals and objectives spreadsheet is important not only for tracking the evolution of the sales, but also for tracking the day-to-day development across all the processes of the business. Hence, the manager has the complete and accurate information at hand.

For a sales goal setting and template worksheet, it’s important to be able to answer these questions:

  • Which salesperson has the best sales performance?
  • At what times of the month can the company close more sales?
  • How long does it take to convert an interested client into a customer?
  • How are the sales distributed throughout the year?

Also the same kind of questions can be adapted to other areas of the business.

In fact, these are just an example of the questions that can be answered with the data included in a goal tracking worksheet.

It’s an indispensable tool for the success of any company in the marketplace. After all, who doesn’t know where they are going, ends up not getting anywhere.

How to create a goals and objectives spreadsheet?

For a long time now controls over the objectives set by a company were done manually, based only on the obtained end of month results. However, this form of control limits greatly information access.

The good news though is that creating a goal tracking spreadsheet is very simple, it can be done by the company manager himself. To carry this out, simply use the spreadsheet app (like Excel) or Google Sheets to organize all information.

If you want to put this into practice in your business, just follow the step by step guide to creating the goal tracking worksheet that we created.

Here we use the sales dept as an example, but you can adapt the scheme to other preferred areas.

1. Spreadsheet creation

The first step to creating your goals sheet is simply to open the chosen program and create a file for your spreadsheet. After that you can start organizing all the information in the following fields:

  • Monthly Budgeted Goal: The overall goal set for the month can be divided by days or weeks.
  • Goal Achieved: The goal achieved should be next to the budgeted goal to assess the achievement of the goals set.
  • Salesperson Performance: You can create specific fields to measure the performance of each of your company’s salespeople.
  • Summaries and Charts: All of this information can be clearly organized in percentages or graphs.

2. Organization of data

Data from your goal tracking spreadsheet needs to be organized to make it easier to interpret information. Ideally, create a tab for each month of the year and then create a dashboard that summarizes the whole year.

3. Information Collection

Once the spreadsheet is created, the steps to gather information begins – this becomes the constant task of the manager. All sales information made must be included daily in order for the generated data to be accurate and up to date.

But is there an easier way to track your goals?

Goal Tracking Software: Even More Accurate Information

Despite being a major evolution over manual controls, a goal tracking spreadsheet is still limited to manually entering all data – and therefore is susceptible to flawed formulas or corrupted  files.

For companies that wish to have an even greater command of their goals and objectives, specific software can be used for this function.

Digital solutions can automate processes and make controls even more practical – focusing the entire company around the established objectives.

Siteware has developed STRATWs One, enterprise performance management software that can be used by all levels of the company, integrating employees, execution and strategy quickly and transparently.

Revolutionize your business management with STRATWs One

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