Download as xlsx, pdf, or txt
Download as xlsx, pdf, or txt
You are on page 1of 9

Feel free to optimize this sheet to suit your sales team's needs.

This sheet is a call tracker for individual SDRs.


You can create multiple call logs like these in the same sheet to track the calls of all your S
or if you're calling different segments of prospects.

Weekly Call Log - SDR #1 Monday


500/week Calls made Connected ConversationObjections Booked
Week 1 100 10 2 1
Week 2 100 10 1 0
Week 3 50 7 0 0
Week 4 80 40 20 9
Total calls 330 67 23 10
ack the calls of all your SDRs,

Tuesday
Status updat Status updat
Calls made Connected ConversationsObjectionsBooked Calls made
100% 100 100% 100
100% 0% 0
50% 0% 0
80% 0% 0
66% 100 0 0 0 20% 100
Wednesday Thursday
Status updat
Connected Conversations Objections Booked Calls made Connected
100% 100
0%
0%
0%
0 0 0 20% 100 0
Thursday Friday
Status update
ConversationsObjections Booked Calls made Connected ConversationsObjection
100% 100
0%
0%
0%
0 0 20% 100 0 0
Weekly performance
Status update
Booked Total calls made Total connecteConversations Total Meetings
100% 500 10 2 1
0% 100 10 1 0
0% 50 7 0 0
0% 80 40 20 9
0 20% 730 67 23 10
Personalizati
Prospect nam Company nameContact info # of call attempt
Email - Tom@abc.com on
Tom XYZ 3
Phone- -Harry@xyz.com
Email xxx xxx xx89
Harry ABC 2
Phone- -Kevin@cde.com
Email xxx xxx xx78
Kevin DEF 2
Phone - xxx xxx xx88
Email - Jan@efg.com
Jan GHI 4
Phone
Email - -Jolly@hij.com
xxx xxx xx67
Jolly JKL 3
Phone
Email - -Mina@klm.com
xxx xxx xx44
Mina MNO 3
Phone
Email - -Nina@123.com
xxx xxx xx23
Nina PQR 4
Phone - xxx xxx xx89
Email -Bruce@7jkl.com
Bruce STU 7
Phone
Email - -Steven@erp9.com
xxx xxx xx10
Steven VWX 6
Phone - xxx xxx xx34
Call status Outcome Notes
Didn't pick up Wants to know Send follow up email
Wants a follow
more about Schedule call
up call
Didn't pick up feature X. Send follow up
Wants a
Positive Schedule meeting
meeting
Not interested Negative NA
Didn't pick up Send follow-up email
Didn't pick up Send follow-up email
Didn't pick up Negative Add to nurture sequence
Didn't pick up Send follow up
We've included formulas that you can use by simply populating the fields.

SDR Team Tracker - (Weekly)


Weekly goals Calls made Calls connecteConnect Rate Meetings booke

1500 1450 145 10% 2

SDR Team Tracker (Monthly)


Rep Calls Made Calls connected
April
Target Actual
A 2000 1800 180
B 2000 2000 240
C 2000 1680 150
D 2000 1600 120
E 2000 1960 180
ulating the fields.

Call-to-Conversation rate

1.38%

Connect Rate Meetings bookedCall-to-Conversation rate


Meeting goal

10% 4 2% 3
12% 3 1% 3
8.9% 2 1.3% 3
8% 3 2.5% 3
9% 1 1% 3

You might also like