Free sales rep templates in Excel

What’s inside

• Call log: date, rep, doctor or clinic, specialty, class, area, visit type, products discussed, samples given, order taken, order value, outcome and notes, next step and next visit
• Weekly summary for one rep or the whole team: visits by day, visits per working day, class A, B and C visits, samples, order rate, order value and next visits booked
• Drop-down lists for class, visit type and order taken
• A how-to tab with the rules that keep the report clean

What’s inside

• Visit plans: one row per planned visit with the doctor or clinic, class, area, last visit, its notes and days since that visit
• Objective, products to present, samples and quantity, expected objection and your answer, next step agreed and visit done
• Week plan for one rep or the whole team: planned visits by day and class, visits with no objective yet, accounts not seen for 45 days or more and sample units to bring
• A how-to tab

What’s inside

• Team sheet: one row per rep per month with working days, accounts, planned and actual visits, visits by class, orders, order value and sales target
• Plan done, call rate, coverage, visits per account by class and target reached, calculated for you
• Rep scorecard for any month, for one rep or the whole team, in green, amber and red
• A targets tab where you set your own KPI targets

What’s inside

• Settings: cycle start date and visits per cycle for each class (A 4, B 2, C 1 by default)
• Cycle plan: one row per account with rep, class, area and up to six planned visit dates, flagging accounts with too few planned visits or behind plan
• Visit log: one row per visit done, matched to the plan
• Plan adherence by rep and by class, with accounts not visited yet

What’s inside

• Stock: one row per batch with product, batch or lot, expiry date, quantity, unit cost, warehouse and notes
• Days left, status, value and sell-first (FEFO) order calculated for each batch
• Summary by status with value at risk, and checks for batches with no expiry date or unit cost
• Two day limits you set yourself, 90 and 180 days by default

What’s inside

• Issued to reps: date, rep, product, batch or lot, expiry date, quantity and who issued it
• Given at visits: one row per product left with a doctor or clinic, with batch, quantity and whether it was received and signed
• Balance per rep and product: issued, given and what is left
• A monthly sign-off sheet per rep, with space for rep and manager signatures