A sales report, or sales analysis report, gives an overview of the state of the sales activities within a company. It shows the different trends happening in the sales volume over a certain time, but also analyzes the different steps of the sales funnel and the performance of sales executives.
Our free sales report template will give a snapshot of the company’s exercise at a specific moment in time to assess the situation and determine the best decision to make and the type of action to undertake. Sales reports help in finding potential new market opportunities where they could improve the results.
Sales Report Template
Use for Excel, OpenOffice, and Google Docs
They can be of various forms: a daily sales report format will track metrics that are relevant on a daily basis: the number of phone calls or meetings sets up by a rep, a number of leads created. A typical weekly sales report template can monitor the number of deals closed by the team or the revenue generated. A monthly sales report format will provide a bigger picture of the activity of each sales rep or the team as a whole on various tasks. There are also different types of sales reports that will focus on different aspects: the sales performance in general, detailing the revenue generated, the sales volume evaluation, measuring it against the sales target pre-set, the customer’s lifetime value, etc. There are also reports focusing on the sales representative themselves and their sales cycle performance, from lead generation to closing a deal.
Purpose of our sales excel sheet is to share the monthly advancement with top management, or just having the weekly overview and analysis of the sales objectives with your team. Both reports will have a different structure and the info you will share will also be very different. Decide on a time period: that means that you can create a daily as well as a monthly report, or choose to display the data of the last quarter or the year. Visualize and communicate your findings is the most important part, once you have analyzed and dug out insights from your data, which is to convey this information to your audience. Using a professional dashboard that works with real-time data will always let you up to date when sharing your insights. Download our free excel sales report for making your progress to the sales and to know exactly the profit of your company.