Sales Tech Stack Audit
List every sales tool with cost, users and usage. See unused spend, overlaps and renewals due, with a keep, fix, merge or cut decision for each.
Excel templateExcel (.xlsx)45 minutesSales teams
What is inside
- A tool register with category, purpose, owner, cost, licences, active users and renewal date.
- Usage and cost per active user calculated for each tool.
- Unused spend, low-adoption and overlap flags.
- Renewals due soon, so you decide before you are billed.
- A decision column: keep, fix adoption, merge or cut, with a spend summary.
Who it is for
Sales leaders and RevOps who suspect the team pays for more tools than it uses.
How to use it
- Open it and fill in the yellow cells with real, current examples.
- Read what it flags, and pick the one or two things that matter most.
- Share it with the people who need to act, and revisit in a month.
Why we made it
Because tools pile up, and so does spend nobody is using.
What it will not do
It surfaces unused spend and overlap. The decision to cut or keep a tool is still yours, and it depends on how your team works.
Keep going
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