At DaSilva Life, we are all about building well-designed systems that make growing your business much easier. And part of growing your business? Managing and keeping track of sales.
If a scary image of spreadsheets and sales tracking tools immediately came to mind, you’re certainly not alone. If you’re not experienced with tracking your sales regularly, it can be really confusing and intimidating to even know where to start. And even if you are tracking all of that, organizing it can be just as rough.
Thankfully, there’s a little something called ClickUp – our go-to project management tool – that can help. And when it’s combined with Zapier – our go-to integrations tool – the end result will make tracking sales seamless, easy, and, dare I say…fun.
Watch the video below to learn how to track sales automatically with ClickUp and Zapier, or keep reading to see how it’s done!
Beyond the obvious of growing your business and overall revenue, tracking your sales is crucial for a number of reasons, like:
And that’s just for tracking sales in general.
When the powers of ClickUp and Zapier combine, you can track your sales within the same tool you do everything else in. That means not having to juggle tons of different tools and documents.
Even better? We’re also talking about tracking sales automatically, which means saving lots of time and energy along the way. That’s what we like to call a win-win-win.
First thing’s first, you’ll need to set up a sales tracker list in ClickUp. This is where you’ll house all of your various offers to keep tabs on who buys what from where and for how much. In other words, it’s your all-in-one place to see:
But where does automation come into play? With Zapier integrations!
If you’re not familiar with Zapier, it’s an integrations tool that can connect virtually any tool to another tool. It’s incredibly useful when it comes to eliminating and streamlining manual tasks, including juggling multiple tools at once.
When it comes to tracking sales, specifically, adding Zapier integrations will make the entire process so much easier for you. Whenever you get a new payment from an outside payment processor, Zapier will automatically update your sales tracker for you.
For example, if you manage multiple different payment processors (like PayPal, Stripe, HoneyBook, Kajabi, etc.), your dashboard will keep track of all of that. So if customer #1 buys something from Kajabi, and customer #2 buys something via PayPal, you don’t have to toggle back and forth to figure out which offer they bought and how much total revenue you got from their purchase. It’s all updated automatically to your sales tracker!
Finally, it’s time to see all of your sales from a one-thousand-foot view! And all of that can come together by creating a sales dashboard within ClickUp. Yes, this is different than your sales tracker.
Basically, your dashboard houses several widgets that can give you different viewpoints of your sales. You can see things like:
Now that you’ve seen the power behind ClickUp and Zapier, it’s time to start tracking your sales like a pro. One way to fast-track that? With our Sales Tracker Template!
Inside this ClickUp template, you’ll get everything we just walked through, including:
With this template, setting up your sales tracker dashboard and Zapier integration happens in just a matter of a few clicks.
In other words: Virtually all of the work is already done for you. How amazingly easy is that?
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