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Sales Manager Tracking and Bonus Calculator — Excel Template

A deal log with funnel stages, target vs actual by manager, percent achieved, a bonus scale and a ready payout sheet.

Sales Manager Tracking and Bonus Calculator — Excel Template
490 ₽
≈ 5 USD
Blank template + filled-in example · Excel 2007+, LibreOffice, Google Sheets
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What it is for

Sales bonuses are usually calculated by hand from exports from different places, and every month there are arguments: how much was paid, what percentage, which rate. Here deals are entered as rows, actuals come from the deals paid in the month, the rate is picked from the scale, and the payout sheet immediately shows the bonus and the total payable.

What is inside

  • “Lists”: managers with targets and base salary, the bonus scale, products, the calculation month.
  • “Sales”: up to 1000 deals — created date, manager, client, product, amount, funnel stage, payment date and a completeness check.
  • “Payout”: target, actual, achievement, traffic light, scale rate, bonus, base salary, total payable, open pipeline and conversion for each manager.
  • “Summary”: the funnel by stage, paid sales by month of the year and three charts.

Who it suits

Heads of sales, commercial directors, small business owners and accountants who calculate bonuses for sales managers and want to see the funnel without a CRM.

Compatibility

Excel 2007 and newer, LibreOffice. No macros. The file is in English. Rates and thresholds are set in the parameters; check them against your compensation policy before use. The calculation is indicative.

Questions and answers

Which sales count toward a manager's actual?
Deals at the stage “Paid” whose payment date falls in the calculation month. A deal without a payment date does not count, and the Check column tells you to fill it in.
How does the bonus scale work?
You set rows of “from % of target — rate”. The template takes the highest rate whose threshold has been reached. Bonus equals the actual multiplied by the rate; total payable is base salary plus bonus.
What does the funnel show?
How many deals, and for what amount, are at each stage among those created in the calculation month, plus payment conversion. The open pipeline is calculated separately per manager.
Does the template calculate taxes and contributions?
No. It calculates the bonus by your scale. Check taxes, contributions and bonus terms against your compensation policy and applicable regulations.