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February 05, 2020

What To Look For In A Sales Report Template

Importance of Sales in Business

In any organization, Institution or corporate, sales play a vital role in the success of the organization and thus sales report. The unique function of sales is to fill the distance among potential buyers’ needs that the business provides to fulfill their needs. As a business person, it is very essential to maximize sales for the company to be profitable and survive in a competitive market and for this, it is important to use the sales report as it helps business managers to track sales revenue.

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Sales Report Template, Sales Report
Sales Report Template

Without sales, a business becomes a charitable organization. The significance of the sales report is very essential as it helps business managers to track sales revenue, monitor sales team and effectively plan marketing strategies to forecast sales, etc. From a sales representative point of view, they emphasize and pinpoint how many deals have been closed, etc.

Features of the Sales Status Report

  1. The sales activity report summarizes the status of sales within the company.
  2. It depicts the trends happening in sales past a certain time and they provide a glance at the company’s operations, sales performance of team members, increase future sales, etc.
  3. By using daily/ weekly sales reports with the sales team, is a powerful tool to increase your team productivity.


  1. An insight into the company’s internal issue of email suggestions concerning time and cost, source, etc.
  2. Meetings are very important in a weekly sales report, as it represents how the sales representative is performing in meeting potential customers and closing sales, spread awareness on the products and services, which is still pending.
  3. The survey is in progress, it couldn’t be completed due to different things involved. For example, the questionnaire was too lengthy and questions were biased there was no clarity, due to which we didn’t get good feedback from the consumers.

How to write Sales Status Report?

Choose the right measures

Focus on what matters the most to the sales managers and choose the right measures: the information should be data-driven and decisions possible.

Visualize data to convey better

Visualize data to convey better: Make it easy to grasp to target audience making the information yet effective and simple to understand.

Effective Report should include the following

  1. Number of consumer meeting set up by a sales representative.
  2. No. of opportunities generated.
  3. No customer conversation by representative.
  4. Lead Responses by positive customers.
  5. The number of outbound calls made by the sales representative.
  6. The total number of new leads generated by the sales rep.
  7. The total number of Closed deals.
  8. Overall daily/ weekly sales volume etc.
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