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Sales Tracking Sheet One-Pager

Leads, quotes and orders for the quarter, product by product.

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What’s on It

  • Process flowHow a Sale Moves
  • TableUnits Sold by Product
  • Area chart of a trendRevenue by Month ($K)
  • Points with iconsWhere Sales Come From

Sample One-Pager. Company and figures are made up.

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Sales Tracking Sheet, Q3 2026
Lumen Coffee Supply · July to September · Sample figures
How a Sale Moves
1
Lead
1,240 this quarter
2
Quote sent
412, a third of leads
3
Order won
168, 41% of quotes
Units Sold by Product
ProductJulAugSepQ3 total
Espresso beans1,2401,3101,4203,970
Pour-over filters9801,0501,1103,140
Cold brew kits6407206902,050
Mugs4103804501,240
Gift boxes120150210480
Grinders8592110287
Revenue by Month ($K)
0250500JulAugSep
WholesaleOnline
Where Sales Come From
Sales channels
Cafes 54%, online 31%, grocery 15%
Marketing
Two trade shows brought 310 leads
Funding needed
$45K for a second roaster by January

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