In the context of competition increasingly fierce, any business management, good sales data will take advantage in decision making fast, accurate. However, not business does well enough budget to invest right into the software management complex. Therefore, file Excel, sales management engine become familiar support and helpful, especially with small businesses, retail outlets or startup.
This article Lac Viet SureHCS will help you understand the structure, using file sales in Excel for free in a professional manner from how to enter data, track revenue, public debt to analyze business performance.
1. Overview of sales management Excel
1.1. File Excel, sales management, what is?
In business activities, the management of sales data accurately is a vital element to the right decision. File Excel, sales management tool is built on the foundation of Microsoft Excel – a spreadsheet application downloads allows businesses to enter, store, calculate, analyze the entire information related to sales activities.
Other than taking notes or manage discrete through many books, Excel help businesses centralize data in one place, easy to search synthesis. A file sales Excel free usually includes the table (sheet) such as:
- Product category: item code, unit price, amount of inventory.
- Bill of sale: customer information, product, quantity, sales price, and total amount.
- Income statement – profit: general business results by day, week or month.
- Liabilities customers: tracking, payment, debt status of each partner.
However, the important point is not located in the “Excel can do anything” which is the business are taking the right way to optimize data or business performance or not. An Excel file is professionally designed not only to help control the material but also supports business analysis, sales trends, from which decisions about inventory, pricing policy or strategy more consistent products.
1.2. When should businesses use Excel to manage sales?
Excel best suited to small-scale business or are in the stage of starting a business, when the volume of data is not big and the budget for technology is still limited. For example, a retail store or dealer can use Excel template sales manager to track orders, revenues, liabilities, and inventory daily.
Advantages of sales management Excel:
- Low-cost or completely free: Business can easily download Excel file sales management from reputable sources, customized according to individual needs.
- High flexibility: The user can add columns, create charts, or apply the formula to automatically analyze revenue and employee performance.
- No internet connection needed: Data is stored directly on the computer, convenient for modeling, small business, work at the store or areas without network stability.
However, Excel also have clear limits when business scaling:
- Data is prone to errors when multiple people enter or update.
- Difficult to control file versions, privacy of customer information.
- Can't track automatically according to real-time as the management software professional.
In summary, file management, sales, Excel is the right choice for small business is in need of a simple tool efficiency, low cost to track sales activity. But to operate, professional, sustainable development, business should be parallel to invest in training staff to use Excel effectively and gradually transition to software management integration when the scale growth.
2. Structure and features of Excel, sales management
2.1. The sheet basic in Excel file sales
An Excel file sales management effectiveness is often designed with many of the “sheet” (table data) to serve the goals of different management. This structure helps businesses easily classified storage, information retrieval that does not get confused between data import, export goods, or the customer debt.
- Product category: This is the foundation of the entire management system. Each product is tagged item code, item name, unit price, sale price, import, inventory the beginning of the period.
- Bill of sale: Sheet allows to record the entire transaction information: date of sale, customer name, product, quantity, unit price, total amount, payment status. When the data link with product list, Excel will automatically calculate the amount and updates on reported revenue.
- Reported revenue profit: Sheet this fully synthetic data sets from the bill to create revenue reports by day, month or quarter. Businesses can add a chart to compare sales by employee, product or area.
- Liabilities customer: This is sheet is often overlooked in the file sales Excel free, but very important. Each line of the data subject is customer information, amount to be collected, paid and owed. Thanks to the link with invoice data, this table helps businesses easily track payment term avoid loss of revenue.
Overall, the structure Excel file with this simple but powerful enough to meet the needs of sales management basic. With small business or store, new startups, it solutions is a free, flexible and easy-to-apply before investing in software system for professional use.
2.2. Salient features of the template file professional
Not only is spreadsheets merely an Excel file sales management professional can be designed to automate many manual work, helping businesses save time, minimize errors.
- Auto calculate revenue profit
Functions such as SUMIF, VLOOKUP or Pivot Table enables the synthesis of data quickly. Businesses can know right sales by individual products, each staff member or branch. This is especially useful for stores that have a frequency of sales to help optimize source inventory and control of interest included instant.
- Analysis chart visual
Adding a chart to help management easy to see sales trends, for example, which product best-selling in the month, the time of highest revenue or employees has the best performance.
- Filters and search tools, smart
Features such as “AutoFilter” or “Slicer” to help users to filter data by date, customer name, product or area for sale. This support management fast and easy access to order history or revise errors without the need to manipulate manually.
- The ability to customize flexible expansion
Other than the software fixed, Excel, allowing companies to adjust the recipe, add sheet inventory management, promotions or shipping cost depending on the particular business.
The largest value that the business received from these features not only save cost, which is in control of the entire flow of money and goods in a familiar interface. When combined internal training for staff to use Excel properly, effective management is also enhanced many times.
3. Download Excel file sales manager free
3.1. Link download file Excel, sales management
To help businesses save time setting, many organizations have file sharing sales in Excel, for free with the recipe, the form is optimal available. A number of source credibility can refer include:
- Microsoft Office Template Library – provides hundreds of sample file accounting and sales for free.
- Google Sheets Template Gallery – the online version, easy to use, suitable when working in groups.
When download file, Excel, sales management, business should be a priority has standard structure, formula is calibrated to avoid errors when entering data or calculations.
DOWNLOAD FILE SALES MANAGER EXCEL/GOOGLE SHEET IS SUREHCS SYNTHETIC HERE
3.2. The note when using Excel file sales management
- Periodically backup: save at least one each week to avoid data loss due to computer error.
- Section access: employees only have new responsibilities are allowed to edit data.
- Updated recipe, the file structure: when scaling, so check back recipe to avoid the error data link.
- User training: sales staff should be instructed how to enter, check the data to the correct process.
4. Compare: Manage sales in Excel, and professional software
4.1. Excel – saving solutions but limited
With the small business or individual business households, file Excel, sales management tool is the most accessible: the cost is almost equal to 0, manipulate familiar, don't require employees to have tech skills. A file sales Excel free can help revenue recognition, inventory, liabilities and profits in just a few taps to enter basic material.
However, as business operations expand, the main advantage of “simple” back into weaknesses. Data in Excel depends entirely on the manipulation crafts, to develop flaws or lost when many of the same updates. The synchronization of information between the department (such as sales, accounting, logistics) almost not feasible.
In summary, sales management Excel match when the business was small, the number of orders less need data connection complex. But if continue to depend on Excel when the scale increases, businesses will face more consequences: data dispersion, lack of transparency, delay in analysis and decision making.
4.2. Software sales manager – inevitable Trend in the number conversion
When the volume of data increases operational requirements become more complex, software sales manager is the choice of many. Not only helps automate the entire process, the software also plays the role as “assistant to the number of” helps managers have comprehensive picture of sales, inventory, employee performance in real time.
Enterprise value received when using management software sales:
- Process automation: Data from sales orders, inventory, debts and bills are instant updates help reduce the time spent entering data manually.
- Analysis and forecast of revenue: The current software with integrated AI and Dashboard reports allow trend forecasting consumption according to season, region, or product group. This helps businesses to proactively plan import, optimize cash flow.
- Decentralized data security: managers can set up access separately for each employee, ensuring data is not edited or leakage.
- Integrated multi-system: software can be linked with accounting, CRM or payment gateway, create the eco-system data consistency – something that Excel can't meet.
4.3. When business should move from Excel to software management sales?
Choosing the time of the conversion factor is important to avoid “overload” or “slow innovation”. Below is the sign business should consider leaving Excel file sales manager:
- The volume of big data, many employees the same operation → easy to errors occur overwritten, wrong formula, losing data.
- The business has 2 branches above → Excel can't sync real-time data, leading to disparities inventory between facilities.
- Revenue reports take more time synthesis → management have to wait for multiple file from staff, no overall perspective.
- Businesses need to track sales performance or KPI staff → Excel, teen, analysis tools, and automatic comparison.
So advice for business is: let's start by using Excel file sales management to form the habit of data management. But while revenue increased, the volume of transactions, personnel expansion, investing in software sales manager professional is a necessary step to ensure accuracy, efficiency, safety information.
5. Optimal productivity sales team with training solution internal Lac Viet Elearning
Internal training in sales management bring 3 values markedly:
- Synchronized operation process: When all employees understand the operation unified on the same system (Excel or management software), data becomes transparent and easy to control.
- Advanced ability to use the tool: understanding Excel formula, chart of revenue or automated reports help employees save up to 40% of the time processing of data per day.
- Increase motivation mental work: When employees feel invested and trust, they tend to stick long-term, proactive, propose initiatives to improve sales effectiveness.
To deploy the training plan internal efficiency savings, business can application system online training, Lac Viet Elearning – platform designed specifically for organizations that want to develop our team of sales, marketing, C&B or personnel through the form of flexible learning.
According to the document introduced by Lac Viet, system Elearning bring to the learning environment, multi-modal, allowing business development courses from basic to advance without limit of time or place.
The highlights of Vietnam Elearning:
- Deployment flexibility: Businesses can choose the model hire management software, business training (SaaS) or deployment package On-premise matching infrastructure current.
- Automate the entire process of training: From creating a course, organize the classroom, exams and certification are carried out on the same platform.
- Track the learning process, assess the effect: Managers can view statistics, KPI training in real time – help measure the apparent impact of each course up working performance.
- Learn anytime, anywhere: Employees can learn through website or mobile app, actively arrange a time that does not affect the daily work.
The largest value that Vietnam Elearning bring lies not in technology, but in its ability to help businesses shape a culture of learning (continuous learning) – factors that help retain talent and create competitive advantage sustainable.
Let's experience training system intelligent online Vietnam Elearning solutions, management training helps sales team of proficient Excel skills, latch, single, data management, after only a few sessions. For a free trial at: https://elearning.lacviet.vn
