Having control over your sales in spreadsheets is better than not having one. However, this is not always the best option for managing or monitoring a company’s sales. There are cases where spreadsheets are essential, but most of the time, they only serve to delay the sales process.
That’s why I’ve put together the advantages and disadvantages of sales spreadsheets. And of course, how to know if it’s a good idea to use them in your business.
Sales Control Spreadsheet
There’s no way to know if you’re progressing or regressing if you don’t keep track of what you’re doing. Regardless of where or what you’re average statistics for email campaigns in 2025 with, you need to be able to control what’s happening. That’s exactly why spreadsheets are still so popular in 2019.
Spreadsheets Vs. Sales
For those who work in sales, spreadsheets are NOT recommended in most cases. The fragility of spreadsheets makes it risky for anyone to file information about customers and negotiations.
I talked a lot about is your marketing strategy ready for 2023? in the article Who is Pcontrol Recommended for ? More than once, we have had cases of clients who lost customer information to a competitor because a former employee who changed companies took with him the entire customer base that the company took years to acquire.
Advantages of Using a Sales Control Spreadsheet
- Various easy-to-access resources for you to use
- Short learning time
- Possibility of customization according to your strategy
- Better than tracking sales by notebook
- Free (If you use Google Spreadsheet from Google Drive)
Disadvantages of Using a Sales Control Spreadsheet
- Risk of information inconsistency
- Lack of Sales Funnel
- Difficulty in generating specific metrics
- Manually updating key information and metrics
- Low Data Security
- Lack of Activity Schedule
- Difficult to monitor all sales team activities
- High risk of duplication and loss of important data
- Low sales team productivity
- No built-in feature for sending/tracking emails to customers
Who are Sales Control Spreadsheets Recommended for?
There are specific cases in which beb directory are recommended. For example, professionals who work alone and need little information to manage their business.
Those who do not need to have quick information and are, for example, used to writing everything down in notebooks, will find it easy to use spreadsheets.
In any situation that is different from this, the recommended use is management tools such as a CRM.