Data Files templates / Sales tracking
Customers and sales
Companies you sell to, the people there, the deals in hand and each call or meeting.
Download 6 KB4 tables, 1 queries, 1 reports, empty and ready for your own records.
How the tables are related
A line runs from a field that points at another table's record to that table. Data Files keeps a record from pointing at one that is not there, and a query with both tables joins them by it.
- People.Company points at Companies
- Opportunities.Company points at Companies
- Activities.Person points at People
Companies
The businesses you sell to or hope to, one record each.
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Name | Short text, required | The company's name. It must be filled in, and it is what the Company list on a person or opportunity shows. |
| Industry | Short text | What line of business they are in, such as Retail, Construction or Education. |
| Website | Short text | Their web address. |
| Phone | Short text | Their main switchboard number. |
| City | Short text | The town or city they are based in. |
| Country | Short text | The country they are based in. |
People
The people you deal with, each at a company.
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Company | Points at Companies | The company they work for, chosen from your Companies. It can be left empty for someone between jobs. |
| First Name | Short text | Their first or given name. |
| Last Name | Short text, required | Their family name. It must be filled in. |
| Job Title | Short text | Their job, such as Buyer, Office Manager or Director. |
| Short text | Their e-mail address. | |
| Phone | Short text | Their direct line or mobile. |
Opportunities
Each piece of business you are trying to win, from the first enquiry to won or lost.
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Company | Points at Companies, required | The company the deal is with, chosen from your Companies. It must be filled in. |
| Title | Short text, required | A short name for the deal, such as New website or 200 chairs for the hall. It must be filled in. |
| Stage | Short text | Where it has got to: it starts as Lead, then perhaps Qualified, Proposal or Negotiation, and ends as Won or Lost. |
| Value | Currency | What the deal is worth if you win it. |
| Expected Close | Date | The day you expect to hear yes or no. |
| Owner | Short text | Who in your business is looking after it, typed by name. |
Activities
Every call, e-mail or meeting, kept against the person it was with.
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Person | Points at People | Who you spoke to or met, chosen from People by name. |
| When | Date and time | The day and time it happened, or is booked for. |
| Kind | Short text | What it was: Call (the start), E-mail, Meeting or Visit. |
| Notes | Long text | What was said, what was agreed and what to do next. |