Free Excel template

Free Excel monthly sales tracker by rep and region

Q: How do I sum sales by month in Excel?

Use SUMIFS with two date conditions: =SUMIFS(amounts,dates,">="&first_day,dates,"<="&EOMONTH(first_day,0)). It works without a helper column and handles months of any length.

Q: How do I calculate % of quota?

Divide sales by quota, =D29/C29, and format it as a percentage. Compare it with the share of the month that has passed to see whether a rep is on pace.

Q: Can a rep sell in more than one region?

In this template each rep belongs to one region. If reps sell across territories, replace the Region formula in column C with a typed region for each sale; the region totals keep working.

For sales managers and owners who log deals in a spreadsheet and need a month-to-date view by salesperson and territory. Log each sale with its date, rep, units and price; the template looks up the rep's region, totals only the chosen month with SUMIFS, compares each rep with quota and with where they should be by this point in the month, and splits sales by region.

cellwise-monthly-sales-tracker-by-rep-template.xlsxExcel workbook · 6.5 KB · works in Excel, Google Sheets, Numbers and LibreOffice · no signup

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Preview and try it

This is the template's sheet, calculated by the same engine as the Cellwise app. Change any number to see the formulas react before you download.

	A	B	C	D	E	F	G	H	I
1	Monthly sales tracker by rep and region
2	Month (first day)	Oct 1, 2026
3	Sales entered through	Oct 24, 2026
4	Share of month gone	0.77419354839
5	Date	Rep	Region	Customer	Product	Units	Unit price	Amount	Week
6	Sep 30, 2026	Chen Wu	South	Gulf Coast Hotels	Floor scrubber	1	4200	4200	Other month
7	Oct 1, 2026	Alicia Gomez	North	Lakeshore Arena	Floor scrubber	3	4200	12600	Week 1
8	Oct 2, 2026	Eli Turner	West	Desert Sun Mall	Service plan	3	1200	3600	Week 1
9	Oct 5, 2026	Dana Price	East	Harborview Offices	Commercial vacuum	6	640	3840	Week 1
10	Oct 6, 2026	Brandon Lee	North	Northgate Schools	Supplies bundle	20	180	3600	Week 1
11	Oct 7, 2026	Chen Wu	South	Magnolia Plaza	Floor scrubber	3	4200	12600	Week 1
12	Oct 9, 2026	Alicia Gomez	North	Pine Lake Resort	Service plan	6	1200	7200	Week 2
13	Oct 12, 2026	Eli Turner	West	Canyon Logistics	Floor scrubber	3	4200	12600	Week 2
14	Oct 13, 2026	Dana Price	East	Bay State Gym	Supplies bundle	15	180	2700	Week 2
15	Oct 14, 2026	Chen Wu	South	Riverbend Casino	Commercial vacuum	10	640	6400	Week 2
16	Oct 15, 2026	Brandon Lee	North	Frost Hall University	Floor scrubber	5	4200	21000	Week 3
17	Oct 16, 2026	Alicia Gomez	North	Lakeshore Arena	Supplies bundle	30	180	5400	Week 3
18	Oct 19, 2026	Eli Turner	West	Mesa Office Park	Commercial vacuum	8	640	5120	Week 3
19	Oct 20, 2026	Chen Wu	South	Magnolia Plaza	Service plan	3	1200	3600	Week 3
20	Oct 21, 2026	Dana Price	East	Atlantic Storage	Floor scrubber	4	4200	16800	Week 3

How the formulas work

Region looked up from the rep

C6=IF(B6="","",IFERROR(VLOOKUP(B6,$A$29:$B$33,2,FALSE),"Unknown rep"))

Each rep's region is set once in the rep table, and every sale picks it up with an exact-match VLOOKUP. Nobody has to type the region, so the region totals cannot be thrown off by a typo; a misspelled rep name shows Unknown rep instead.

Rep sales for the chosen month only

D29=SUMIFS($H$6:$H$25,$B$6:$B$25,A29,$A$6:$A$25,">="&$B$2,$A$6:$A$25,"<="&EOMONTH($B$2,0))

SUMIFS adds the amounts where the rep matches and the date falls between the first of the month in B2 and the last day, which EOMONTH(B2,0) works out. The September 30 sale in the log is left out of October. Change B2 to 2026-11-01 and the whole summary switches to November.

Pace through the month

B4=DAY(B3)/DAY(EOMONTH(B2,0))

The day sales are entered through, divided by the number of days in the month. On October 24 that is 77%, so a rep at 77% of quota is on pace. DAY(EOMONTH(...)) returns 28, 30 or 31, so it works for any month.

Status against quota and pace

H29=IF(E29>=1,"Hit quota",IF(E29>=$B$4,"On pace","Behind pace"))

Hit quota at 100% or more, On pace if the rep's % of quota is at least the share of the month gone, otherwise Behind pace. In the sample Brandon has already hit quota, Chen is just on pace and Alicia and Eli are behind.

Sales by region

D37=SUMIFS($H$6:$H$25,$C$6:$C$25,A37,$A$6:$A$25,">="&$B$2,$A$6:$A$25,"<="&EOMONTH($B$2,0))

The same month filter, with the looked-up region as the first condition. Share divides each region by the month total in H26, so the four regions add up to 100%.

Make it yours

Need more than 20 sales a month? Insert rows inside the log (between row 6 and row 25) and copy the Region, Amount and Week formulas down. Inserting inside the ranges widens every SUMIFS automatically.
Set quotas per month: copy the sheet each month, change B2 and B3, and update the Quota column. A rep moving territory only needs the region changed in the rep table.
Color the status: select H29:H34, Home > Conditional Formatting > Highlight Cells Rules > Text that Contains, and add Behind (red) and Hit quota (green).
For a chart, select A28:A33 and D28:D33 and use Insert > Clustered Bar, then add the Quota column as a second series to see the gap.

FAQ

How do I sum sales by month in Excel?

Use SUMIFS with two date conditions: =SUMIFS(amounts,dates,">="&first_day,dates,"<="&EOMONTH(first_day,0)). It works without a helper column and handles months of any length.

How do I calculate % of quota?

Divide sales by quota, =D29/C29, and format it as a percentage. Compare it with the share of the month that has passed to see whether a rep is on pace.

Can a rep sell in more than one region?

In this template each rep belongs to one region. If reps sell across territories, replace the Region formula in column C with a typed region for each sale; the region totals keep working.

Functions used

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Updated November 2, 2026