sales route planner excel
Sales route planner Excel for the stops still open
A sales route planner excel file is the stop list for the day: order, postal address, outcome, window, and minutes. Knockdesk is field sales software that lines up unfinished stops on held turf. This sales route planner free template is a CSV that opens in Excel and Google Sheets. No email is required.
Book a Walkthrough| Stop | Address | City | State | Outcome | Window | Minutes |
|---|---|---|---|---|---|---|
| 1 | 1102 Maple Ave | Austin | TX | Not Home | 08:30 | 12 |
| 2 | 1108 Maple Ave | Austin | TX | Contact | 08:45 | 18 |
| 3 | 4412 Oak Ct | Austin | TX | Appointment | 09:15 | 25 |
| 4 | 8801 Ridge Rd | Austin | TX | Not Home | 10:00 | 10 |
The order
How to fill this sales trip planner template
A sales trip planner is this same sheet when the day is a drive, not a walk. Keep done stops done. Put the next open postal address in the next row so the lot does not empty into a guess.
- 1Number the stop order before anyone leaves the lot.
- 2Write the postal address, city, and state for each pin on the turf you already hold.
- 3Set a window and a minute count so a late sit does not swallow the afternoon.
- 4Log the pin outcome on that row, including Not Home.
- 5Open the CSV in Excel or Google Sheets. Do not reopen a stop you already finished.
The stall
Where a sales trip planner dies after the first sit
The sheet can hold an order. It cannot keep a finished door finished when someone sorts the column, and it cannot rebuild driving order when a sit runs long. The afternoon becomes a new list in a personal phone.
Done doors
A sort on outcome can put a finished pin back in the middle of the drive.
The window
A sit at 4412 Oak Ct that runs long has no way to rewrite the remaining stops.
The phone list
When the sheet and the personal map disagree, the next door is a guess.
The desk
Run this in Knockdesk on the route
Pick the turf you hold, put unfinished stops in driving order, and leave finished stops finished. Full desk is on the pricing page. A free trial is not open.
Route
Sample
Driving order on held turf. 4.2 mi · 28 min.
- 1418 Oak AveOpen
- 222 Harbor RdOpen
- 390 Pine CtDone
Related
Keep going from this route planner
- Field sales resources
The hub this template opens from, with the other sheets in this batch.
- Full desk pricing
One Knockdesk plan: Full desk.
- Sales route planning
Order unfinished stops on held turf. Done stays done.
- Sales territory plan
Name the territory before you line up the stops.
- Sales call report
Write the outcome after each stop on the call log.
- Door knocking tracker sheet
Keep Not Home on the pin you just left.
- Sales rep tracking sheet
See who is still on the route when the windows slip.
FAQ
Frequently asked questions
What is a sales route planner excel file?
A sales route planner excel file is a stop list: order, postal address, outcome, window, and minutes. This download is a CSV that opens in Excel and Google Sheets.
Is this a sales route planner free template?
Yes. This sales route planner free template does not ask for an email. Download the CSV and open it in Excel or Google Sheets.
What is a sales trip planner on this page?
A sales trip planner is the same sheet when the day is a drive. The sales trip planner template is this CSV, not a second file.
Should I put finished doors back in the order?
No. Leave done stops done. The next row is the next open postal address on the turf you already hold.
Can the sheet rebuild the drive when a sit runs long?
It can hold a new number if you type one. It cannot rebuild driving order from the remaining open pins.
How much does Knockdesk cost?
Full desk is on the pricing page. There is no second Knockdesk tier. A free trial is not open.
The route
Drive the open doors first.
We will put unfinished stops in order on the turf you already hold. Full desk is on the pricing page. A free trial is not open.
Book a Walkthrough