One simple sheet for activity, replies and meetings booked. Log the week, let the formulas do the math, and walk into every pipeline review with real numbers.
These are the same calculations built into the template. Change a number and watch the rates, goal progress and status update.
Sample numbers are pre-filled. Replace them with your own.
Calculated live, just like the Excel file.
The tracker works because the habit is small. Reps log a few numbers a day, and the manager copies one row on Friday.
Add each SDR and a weekly meeting goal. Every row now has a target to measure against.
Reps note calls, emails, LinkedIn touches, replies and meetings at the end of each shift.
Copy the week totals into a new tracker row. Rates and status calculate on their own.
Compare activity with outcomes, pick one fix per rep, and check trends in the team view.
Click through to see what you enter and what the template works out for you.
| Week | SDR | Goal | Emails | Replies | Mtgs | Reply rate | Status |
|---|---|---|---|---|---|---|---|
| 12 Oct | Aarav | 5 | 150 | 22 | 4 | 14.7% | Close |
| 12 Oct | Meera | 5 | 140 | 30 | 6 | 21.4% | On target |
| 12 Oct | Rohan | 5 | 120 | 15 | 2 | 12.5% | Behind |
One row per SDR per week, with room for 60 rows and a team total at the bottom.
| Day | Calls | Emails | Total | Replies | Mtgs | |
|---|---|---|---|---|---|---|
| Monday | 14 | 32 | 9 | 55 | 2 | 0 |
| Tuesday | 12 | 30 | 8 | 50 | 1 | 1 |
| Wednesday | 16 | 34 | 10 | 60 | 3 | 0 |
| Week total | 63 | 150 | 40 | 253 | 9 | 2 |
A Monday to Friday grid for one rep, built so logging takes about a minute.
| SDR | Activities | Replies | Meetings | Reply rate | Goal met |
|---|---|---|---|---|---|
| Aarav | 780 | 69 | 13 | 14.8% | 87% |
| Meera | 840 | 93 | 19 | 21.4% | 127% |
| Sana | 840 | 87 | 16 | 17.6% | 107% |
Type an SDR name and the tab pulls every week they have logged into one summary line.
| Metric | How it is worked out |
|---|---|
| Reply rate | Replies / Emails sent |
| Positive reply rate | Positive replies / Replies |
| Activities per meeting | Total activities / Meetings |
| Goal attainment | Meetings / Weekly goal |
A built-in guide explains each tab and defines every metric, so nobody needs a walkthrough call.
The tracker lines up activity, replies and meetings so the weak step is obvious. Here is the sample team week from the template.
Illustrative sample data from the downloadable template. Bars are scaled to show the shape of the funnel.
No formulas to write. Each metric answers a question you will ask in the weekly review.
Replies / Emails sentIs the message and the list landing? A low rate points to targeting or copy.
Positive replies / RepliesAre the replies you get worth chasing, or mostly not-now and not-me?
Total activities / MeetingsHow much effort each booked meeting costs. Lower usually means a tighter process.
Meetings / Weekly goalOn target at 100% or more, Close from 60%, Behind below that.
Run a consistent weekly review and coach each rep from the same set of numbers.
Keep your own prospecting honest without paying for a full sales engagement platform.
Get a lightweight team view of activity and meetings while you wait on CRM reporting.
Give your SDRs verified, segmented B2B contact data so every call, email and LinkedIn touch you log reaches the right person.
Sales development managers, SDRs, founders running their own outbound and revenue operations teams. Any team that wants a simple view of activity, replies and meetings booked without extra software is a good fit.
Start with activity (calls, emails and LinkedIn touches), replies, positive replies and meetings booked. Then add reply rate, activities per meeting and goal attainment, which show effort, response and results in one view.
Yes. Upload the file to Google Drive and open it with Google Sheets. The formulas, drop-downs and color-coded status are built from standard functions, so they carry over.
Yes. It is a standard Excel file, so you can rename columns, add fields such as demos held or sequence name, and change the weekly meeting goal for each rep.
Reps should log activity daily. Managers should copy the week totals into the main tracker once a week, ideally on Friday, so the Monday review starts with fresh numbers.
ReachStream starts with the Free plan, ideal for testing the platform. As your outreach grows, you can upgrade to Glacier, Ice Floe, or Polar Peak for expanded access and features. It is a great way to keep your pipeline full and your team focused on closing.
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