Sales Activity Tracker

Sales Activity Tracker gives sales reps and managers one place to capture daily activity, monitor targets and turn team performance into focused action.

LOG SALES ACTIVITY FAST

Record customer visits, quotes, finance submissions, signed orders, invoices, time allocation and notes in a simple daily workflow.

SEE TEAM PERFORMANCE LIVE

Track individual and team progress, conversion ratios, targets and forecasts without waiting for month-end spreadsheets.

COACH WITH CLARITY

Spot activity gaps, identify practical focus areas and help every rep understand the next move that will improve results.

PLAN, REPORT AND ALIGN

Build weekly sales plans, review manager and group-level views, and export compact visual PDF reports for fast decision-making.

Built for:
• Sales representatives
• Sales managers and dealer principals
• Finance and insurance teams
• Group leaders managing multiple branches

Key features:
• Daily sales activity tracking
• Live rep and team dashboards
• Targets, forecasts and conversion ratios
• Customer and company capture
• Weekly planning and time allocation
• Coaching insights and team focus
• Compact visual PDF reports
• Role-based access

New accounts include a 30-day trial. Continue with a monthly or annual subscription, or choose lifetime access with a one-time purchase. Existing entitled users retain access.

An organisation account and internet connection are required.