Daily Call Report
Excel and Google Sheets Template
What's Inside the Daily Call Report Template?
Details | 3 Sheets
Supported Versions (All Features) | Excel 2016, 2019, Office 365 (Mac), Google Sheets
Supported Versions (Significant Features) | Excel 2010, 2013, 2016, 2019, Office 365 (Mac), Google Sheets
Category | Supply Chain & Operations, Sales
Tags | Account Management, Customer Service, Cold-Calling, Customer Contact
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Inside Our Daily Call Report
Excel and Google Sheets Template
Software to track sales team costs thousands. Save time & money with this easy to use template.
Smile and Dial.
If you’ve worked in sales (or customer service), you know exactly what this phrase means. No matter how difficult the last call was, a new call awaits.
Contrary to popular belief, cold-calling and sales outreach is far from dead. It’s still a proven lead-generation method when efforts are targeted and processes for follow up are implemented.
High volume sales teams are the definition of ‘it’s a numbers game,’ making dozens of calls a day looking to strike up conversation with a decision maker. Managing that process is a different story.
That’s why we created the Daily Call Report template for Excel. The template is geared towards bootstrapped and small sales teams as well as customer service teams looking to streamline, measure and analyze the effectiveness of their outreach and inbound methods. Our customization instructions allow you to format the template per your requirements.
Even if you don’t know a thing about spreadsheets or Excel, you will have no problem navigating this template. Simply, start adding calls to your call log. You can edit and add information such as a call number, date, receiver (contact), client, time start, time end, duration of call, contact number, reason for call and additional notes.
From this tab you can filter by the receiver, client and see historical Daily Call Reports.
Last and final business quote: You can’t manage what you don’t measure. That’s why we put such an emphasis on the reporting features of all of our templates, but especially this one. The Call Stats tab auto populates a graph for monthly call durations and client call duration. As with the first tab, you can filter by date and see how your numbers have changed over a period of time.
Other templates you might like: our Sales Management and CRM Template.
If that wasn't enough reason to get this template, did you know this template is compatible with Google Sheets? Collaborate with your co-workers in real time and enjoy the cloud auto-save feature of Sheets when you use this template!
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