About this template

Sales isn’t just about closing deals—it’s about the activity that fuels them. This template gives reps and managers a single place to log calls, meetings, emails, and follow-ups. Daily dashboards track activity volume against goals, while reminders keep outreach consistent. By making progress visible and measurable, teams build momentum and managers can coach based on trends, not gut feel.

What’s included

Boards

Accounts Board - The Accounts board organizes and tracks all company information crucial for managing relationships. Columns include the company name, domain link, related contacts and deals, industry type, detailed description, number of employees, headquarters location, and company profile link. This board helps you keep comprehensive records of each account, ensuring you have all the necessary details to nurture and manage these relationships effectively.
Leads Board - The Leads board is designed to manage potential clients and track their status throughout the sales process. Columns cover the lead's name, current status, a button to create a contact, company name, title, email, phone number, last interaction date, and active sequences. This board helps streamline lead management, ensuring that no lead is overlooked and interactions are tracked efficiently.
Contacts Board - The Contacts board is essential for managing individual contact details within your CRM. It includes columns for the contact's name, email, related accounts and deals, deal value, phone number, title, type, priority level, comments, company name, and activities. This board allows you to centralize all contact information, making it easier to access and update details, track interactions, and prioritize efforts.
Deals Board - The Deals board helps track and manage all deals in the pipeline. Columns include the deal name, stage, owner, deal value, related contacts and accounts, expected close date, close probability, forecast value, last interaction date, and quotes & invoices. This board is crucial for tracking deal progress, forecasting revenue, and ensuring timely follow-ups to close deals successfully.
Activities Board - The Activities board helps manage and track all tasks and events related to CRM activities. Columns include the activity name, type, owner, start time, end time, status, and related item. This board ensures that all activities are logged, assigned, and tracked efficiently, helping to maintain organized workflows and timely completions of tasks.

Dashboards & Reports

Annual Target - This dashboard helps measure progress towards yearly goals by tracking the total value of deals closed each year, enabling teams to understand long-term performance.
Monthly Target - This dashboard provides insights into monthly sales targets, allowing teams to monitor short-term objectives and quickly identify if they are on track or need to adjust strategies.
Average Deal Value - By analyzing the average value of deals, teams can focus on high-value opportunities and optimize their sales strategies to maximize revenue.
Active Deals - Forecasted Revenue - This dashboard forecasts potential revenue from active deals, helping teams prioritize efforts on deals with the highest forecasted value.
Deal Status Distribution - This dashboard provides a visual representation of deals at various stages, helping identify bottlenecks in the sales pipeline and allowing for more effective resource allocation.
Actual Revenue by Month (Deals won) - Tracking monthly revenue from won deals helps measure success and recognize patterns, aiding in strategic planning and goal setting.
Pipeline Conversion - This dashboard analyzes conversion rates at different stages of the pipeline, identifying areas for improvement to increase overall conversion rates and efficiency.
Activity Tracker - Monitoring activities such as calls, emails, and meetings, this dashboard ensures teams are consistently engaging with leads and clients, highlighting any gaps in activity.
Forecasted Revenue by Month - Forecasting monthly revenue aids in financial planning and helps teams anticipate and prepare for future business needs.
Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by deal stage, providing insights into which stages are most lucrative and where to focus efforts.
Deals Stages by Rep - Tracking deals by individual sales reps and their stages helps identify top performers and areas where additional support may be needed.
Deal Progress based on Month Added - Monitoring deal progress based on the month they were added allows teams to analyze the efficiency of their sales cycle and make adjustments to improve speed and effectiveness.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that team members are immediately informed of new emails, allowing for prompt responses and continuous engagement with leads.
When an email is opened → Notify item subscribers with a message - This automation alerts the team when an email is opened, providing valuable insights into lead engagement and enabling timely follow-up actions.
When 'Create a contact' is clicked → Move the item to the Contacts board - Automating the movement of new contacts to the appropriate board helps maintain organized records and streamline workflow processes.
When a lead is created → Set its status to 'New Lead' - Automatically setting the status of new leads ensures consistent categorization and helps the team prioritize follow-up actions efficiently.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeping the 'Last interaction' date updated ensures accurate records of engagement, enabling teams to track activity history and manage relationships effectively.

Frequently asked questions

How can this template help me manage daily activities and tasks?

This template allows you to schedule, track, and prioritize daily activities and tasks, ensuring you stay organized and on top of your workload.

How does this CRM template improve activity tracking?

The template provides a structured format for logging activities, including deadlines, statuses, and responsible team members, making it easy to monitor progress and follow up.

What are the best practices for using this activity management template?

Regularly update task statuses, set clear deadlines, and assign responsibilities to team members. Utilize the template's filtering and sorting features to prioritize tasks effectively.

How can I automate activity follow-ups using this template?

The template allows you to set reminders and automated notifications for follow-up tasks, ensuring timely completion and better management of ongoing activities.

What common mistakes should I avoid when using this activity management template?

Avoid overloading the template with unnecessary details, neglecting regular updates, and failing to prioritize tasks. Ensure all team members are trained on using the template effectively.

What success metrics should I track for effective activity management?

Key metrics include task completion rates, on-time delivery of activities, and the number of overdue tasks. Tracking these will help you measure productivity and identify areas for improvement.