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.

Free download Shipping Collection Follow-up
Orders
18

Easy to review

Pending fulfillment
5

Quick to spot

Handover
Clear

Simple to share

Snapshot

Order follow-up at a glance

See which orders still need attention and which ones are moving toward collection or completion.

Open orders 14
Waiting on collection 4

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.

File

sales_operations_proposal_follow_up_log_template_en.xlsx

Sheet count
5 sheets
Use case
Order tracking management
Order dates and fulfillment timing stay visible.
Collection notes are easier to share across the team.
Download the Excel template

Start with the order and next-action fields.

Excel workflow

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.

Step 1

Record the order

Log the order as soon as it is received so the next action stays visible.

Step 2

Set the fulfillment date

Set the fulfillment date right away so overdue orders are easy to spot.

Step 3

Update the collection status

Update the collection status and notes so the pipeline stays accurate.