Field Sales Rep OS Excel Template | Customers, Visits, Orders, Commission and Mileage

For field sales reps who spend their days on the road. It keeps your customer book, visits, orders and commission in one workbook, with a dashboard that reads every tab live. Commission works out at your rate automatically, and mileage is logged at HMRC rates. Money in and expenses sit alongside, ready for the accountant.

What it covers

• Dashboard that reads every tab live
• Customer book with patch and next visit due
• Visit log recording each call, outcome and order
• Orders and commission worked out at your rate
• Mileage log at HMRC rates, 45p a mile for the first 10,000
• Money in and expenses, categorised for the accountant

Who it is for

Suits field sales reps, area managers, trade reps, self employed agents and anyone selling on the road.

What is inside

• Easy Setup, your lists in one place so every dropdown matches how you work
• How To Use and Quick Start guides, from download to working in ten minutes
• Dashboard
• Customer Book
• Visit Log
• Orders and Commission
• Mileage Log
• Money In
• Expenses
• Notes and Actions, Log and Diary and Monthly Review tabs

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

• One editable Excel (.xlsx) workbook with 12 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.