Free Sales Report Sample Templates on the Internet
A sales report can be defined as a record of calls that are initiated & actual products that are sold in a specific duration, kept by the management or a salesperson they represent. If you want to make this kind of report, you may need to pay attention to the following sales report sample.
The Importance of Sales Reports
A sales report template can help guide a business to make a profit. Besides that, it also shows a business whether its competitors made changes by decreasing their products’ prices. Then, it also determines whether your advertising campaigns are successful.
In addition, it provides you data on how many transactions and sales made in a specified period of time. This report also gives a comparison in detail between new & current customer sales. One more, a sales report form determines how many prospects have converted into actual customers.
The Ideas of Sales Reports
Before you start writing a sales report, you have to plan your ideas. There are many sales report ideas you may need to create. One of them is a daily status sales report. It establishes the sales status report on a daily basis. It is also distributed to the staff of the sales to provide a guide on their sales’ success.
Besides, there is also an on-demand sales report. It provides sales staff and business managers the ability to manage their data in a convenient manner. With this kind of report, they will be able to access the reports easily whenever they need and want.
The next idea is a potential sales report. It outlines the customers, the sales’ potential sum, and also provides the current sales’ progress status. It can be used to help prioritize sales and marketing resources, analyze the progress of sales, and predict the totals of the period ending sales.
Another best idea is an expense-based sales report. It presents the sales profit representatively. It is used to drive down focus the sales expenses and focus on higher sales methods & products. This aims to modify the sales staff from a quantity-focused system to a profit-targeted sales staff.
Types of Sales Reports
There are some types of sales reports needed for sales leaders. One of them is a sales pipeline. Besides that, there is also a company-wide sales benchmark. A rep-specific process benchmark also belongs to one of them. Other types include marketing collateral usage and win-lose deal analysis.
How to Write a Sales Report
If you want to write a sales report document, make sure that it includes the following contents. Firstly, you have to write the date, the specific department, and the specific services or products. Secondly, you should include the weekly number of transactions or sales.
Then, your sales report should also have a summary of the number of sales in the current week compared to the number of sales in the previous week. The next part of a sales report sample is a comparison between the number of calls & the number of the resulting sales.
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