Easy to review
Free download
Un modele Excel gratuit pour suivre la confirmation des commandes, l'expedition, l'encaissement et le statut d'achevement au meme endroit.
Consultation
Need help choosing a template?
If you want to fit the order columns to your current sales flow, we can help you decide what stays in Excel and what should move to the web. We can tune the layout to match the way your team actually works.
We can tune the columns to match the way your team works.
Keep order confirmation, shipping, collection, and completion status in one workbook. Use the template to see which orders still need attention and which ones are moving toward a close.
Quick to spot
Simple to share
Order follow-up at a glance
See which orders still need attention and which ones are moving toward collection or completion.
Free download
Check the workbook layout first
A free Excel template that keeps order confirmation, shipping, collection, and completion status in one workbook. Start by aligning the order columns with your current sales process.
sales_operations_proposal_follow_up_log_template_en.xlsx
Start with the order and next-action fields.
How the workbook keeps orders moving
Record each order, set the fulfillment date, and update the collection status so the team knows what still needs attention.
Record the order
Log the order as soon as it is received so the next action stays visible.
Set the fulfillment date
Set the fulfillment date right away so overdue orders are easy to spot.
Update the collection status
Update the collection status and notes so the pipeline stays accurate.