# 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.

## 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.

1. Number the stop order before anyone leaves the lot.
2. Write the postal address, city, and state for each pin on the turf you already hold.
3. Set a window and a minute count so a late sit does not swallow the afternoon.
4. Log the pin outcome on that row, including Not Home.
5. Open the CSV in Excel or Google Sheets. Do not reopen a stop you already finished.

## 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.

## 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.

## Keep going from this route planner

- [Field sales resources](/resources): The hub this template opens from, with the other sheets in this batch.

- [Full desk pricing](/pricing): One Knockdesk plan: Full desk.

- [Sales route planning](/features/sales-route-planning): Order unfinished stops on held turf. Done stays done.

- [Sales territory plan](/templates/sales-territory-plan-template): Name the territory before you line up the stops.

- [Sales call report](/templates/sales-call-report-template): Write the outcome after each stop on the call log.

- [Door knocking tracker sheet](/templates/door-knocking-tracker-spreadsheet): Keep Not Home on the pin you just left.

- [Sales rep tracking sheet](/templates/sales-rep-tracking-spreadsheet): See who is still on the route when the windows slip.

## FAQ

### 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.