Free Sales Territory Planning Template
Stop managing field sales in disconnected spreadsheets. This ready-to-use Google Sheets template gives your team a single source of truth for territory ownership, weekly activity targets, and revenue performance — so you can run pipeline reviews with real data, not guesswork.
Free to use · No login required · Google Sheets · Ready in minutes
If you're managing field sales in spreadsheets, you already know the problems
No single view of territory performance
Targets set by instinct, not data
Under-performing territories go unnoticed
Introducing 3 powerful free sheets
Everything you need to start planning, tracking and reporting on field sales performance.
Sheet 1
Territory Plan
Set up each territory with the information your team needs to run it well.
- Territory name, rep assignment and region/zone
- Total address count and high-value address count
- Weekly knock target and monthly revenue target
- Conversion rate target and priority level
- CRM/integration status and RAG status (On Track / At Risk / Off Track)
Sheet 2
Performance Tracker
Log weekly or monthly results per territory. Formulas auto-calculate conversion rate, revenue versus target, and variance.
- Doors knocked, leads generated and conversions
- Actual revenue vs. target revenue
- Revenue variance (over/under) auto-calculated
- Conversion rate calculated from activity data
- Weekly or monthly reporting cadence — your choice
Sheet 3
ROI Dashboard
A summary view that pulls totals automatically. Use it for pipeline reviews, manager reporting, or Ecanvasser integration exports.
- Total territories, doors knocked, conversions and revenue
- Revenue vs. target across the full team
- Per-territory breakdown with status indicators
- Insights section: key observations and recommended actions
The template gets you started. Ecanvasser gets you there faster.
Spreadsheets are a great starting point for structuring territory planning. But as your team grows, the manual work compounds - updating trackers, chasing rep updates, compiling reports by hand.
Ecanvasser replaces the spreadsheet with a live system: territory assignments and rep data sync automatically, reps get route-optimised canvassing on their phone, and managers get real-time dashboards without anyone having to fill in a cell.
