Simplifying Your Daily Sales Tracking Process

Published on March 27, 2023
A salesman selling golf kit to a customer Image Source


Tracking daily sales is crucial for any business, as it helps to understand your business's performance and identify trends. However, manually tracking sales data can be time-consuming and error-prone. That's where OnSpace's no-code platform comes in - with custom forms, analytics, and workflow automations, you can create an internal business solution for daily sales tracking that's efficient and accurate.

Create a custom form for capturing sales data

The next step is to design a custom form that will collect the information required to track your daily sales. This is simple and quick with OnSpace's form builder. These are some fields to consider include in your form:

  1. Date: The date of the sale
  2. Salesperson: The person who made the sale.
  3. Customer Name: The name of the customer who purchased the item.
  4. Product Name: The name of the sold product.
  5. Quantity: The quantity of units sold
  6. Price: The unit price
  7. Total: The total quantity of sales

Even if you have no prior coding skills, creating custom forms in OnSpace is simple. To match the requirements of your company, you can drag & drop fields onto your form.

Add your team to the form

Now add your team to the form to start recording data. Make sure everyone understands how to use the custom form to capture data. OnSpace makes it easy to capture and track your business operation data.

Set up analytics to track your sales data

Now that OnSpace has your sales data, you may set up analytics to better understand your sales trends. OnSpace makes it simple to set up analytics dashboards so you can view your data in a clear and understandable visual style. The following analytics are ones you might want to set up:

  1. Sales by date: Keep tabs on your daily sales to spot trends over time.
  2. Sales by salesperson: Determine which salespeople are performing well and spot any areas where other salespeople could require additional assistance.
  3. Sales by product: Determine which of your products are the best-sellers and change your inventory accordingly.

With these insights in place, you'll be able to make data-driven decisions and have a clear knowledge of how your organization is operating.

Set up sales workflow automations

Process automations can help you speed up and simplify the sales tracking process. You can automate operations like sending email notifications, updating spreadsheets, and sending reminders with OnSpace's workflow automation tool. Some workflow automations that you might want to set up are as follows:

  1. Send email alerts: Configure automatic email notifications to inform team members of updated sales data.
  2. Update spreadsheets: If you use spreadsheets to keep track of your sales, you can set up automations to automatically update them whenever new information is entered in OnSpace.
  3. Send reminders: Set reminders to remind team members to submit sales data each day at the end of the workday.

With these workflow automations in place, OnSpace will handle the daily sales monitoring responsibilities, allowing you to concentrate on other areas of your business.


OnSpace's no-code platform provides a simple and efficient way to create an internal business solution for daily sales tracking. With custom forms, analytics, and workflow automations, you can streamline your sales tracking process and make data-driven decisions that will help your business grow. By following the steps outlined in this article, you can create a custom solution that fits your business's needs and share it with your team to ensure everyone is on the same page. Whether you're a small business owner or part of a large team, OnSpace's no-code platform can help you optimize your sales tracking process and improve your business's overall performance.

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