Simple Sales Tracking

Create Your Sales Tracking App

Need a centralized online database to replace your existing sales spreadsheets? Manage any number of reps across different teams and generate professional reports with Caspio’s FREE sales tracking app!

FREE APP TEMPLATE

Monitor transactions in a secure cloud database. This ready-made template allows small and medium-sized businesses to input sales and view custom reports. Requires only 7 DataPages.

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Standard Features

Includes a centralized online database that ensures data consistency and integrity.
Sales representatives can track their own sales, plus see how they compare to other team members.
Sales managers can view the overall team sales performance and manage employees.
Charts visualize individual and team sales revenues over time.
Supports unlimited sales representatives and managers, each with their own login.

Ideas for Enhancement

Customize fields and dropdown values, or add new fields such as images and files.
Add user roles so sales managers can only view the sales representatives assigned to their team.
Track sales numbers against monthly pipeline and forecasts.
Add additional interfaces for sales dashboards, product catalogs, or buyer information.
Add a file field to attach invoices or receipts to each record.
Enhance the application and turn it into a full-featured CRM or order management application.

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