Sales report template is a sales example with a predefined style and format that shows the sales activities and marketing of sales person or department on daily, weekly or monthly base. A well defined sales report template can help both business and sales department to improve sales performance and management.
Sales Report Basics
Sales report needs to give a clear summary of the results and comparative analysis. In your sales report, you may give a high-level recap in a chart of the current period’s sales numbers and the year-to-date cumulative sales. Apart from these sales figures, you need also to perform a number of comparative analyses to put those numbers in context such as percentage or plus/minus versus the goal and versus the previous year. Based on these sales statistics, you may give a brief summary of your sales activities and efforts.
Sales report may need to show your analysis for marketing situation. In your sales report, you may need to give a summary of the current market development that related to your sales activities. Changes in the market are important because they often are the source of new opportunities and threats. Moreover, they have the potential to dramatically affect your sales activities. For example, your key competitor may launch a sales promotion and price reduction may have great impact on your sales activities.
Sales Report Template
There is free sales sample you can download for reference, however, you may consider design your sample report template based on the marketing needs and requirements. During the development process, it is important to consider the sales report format, sales report layout and sales report outline in the sales report sample.
The first key part in the sales report template is the sales report overview. In the section, you need to give a overview of the sales report, sales report purpose, sales report objectives and goals. For example, the Sales Report background:__; Sales Report Name:__; Sales Report Date:__ etc.
The second key part in the sales report sample is the main part. In the section, you need to give details of the sales activities and total sales figures. You may also divide the sales into categories based on their sales types and functions. For example, the Sales Category 1:__; Total Sales:__ etc.
The last key part in the sales report example is the sales analysis. In the section, you need to give your analysis and conclusions based on the sales figures and activities. You may also give recommendations for the future marketing and sales strategies. You can also indicate the resources and support needed for the sales activities and development etc.