A sales report template is more than just a spreadsheet document for small and medium businesses— it’s often a tool that centralizes your entire sales process in a page.
But finding the right sales report template that fits your unique sales process and meets your reporting needs is challenging especially when there are hundreds of free and paid templates available in the internet.
That’s why we’ve crafted this guide.
Keeping in mind the needs of the small sales teams who are dealing with the day-to-day challenges of sales management, in this blog, we will give you a sales report template 101 guide that includes:
- What it is
- How it benefits your business
- What are the key metrics a sales report template should ideally cover
- Some examples of the top sales report templates (carefully selected) that you can download
What is a sales report template?
A sales report template is a practical tool that you can use to streamline the sales reporting process. It’s basically a pre-made sales report that captures the performance of your sales team, including sales volume, trends, and growth. The sales report templates standardize different types of sales report formats making the data easy to understand and act upon.
For instance, a well-structured sales report template can highlight areas where deals are getting stuck, allowing you to take corrective action. Or perhaps you need to forecast next quarter’s revenue. Your sales report template can provide the data you need to make accurate predictions.
3 reasons why you should use a sales report template
1. Boosting Sales Visibility: A well-designed sales report template offers a comprehensive view of your sales activities. It tracks crucial metrics like sales volume, revenue, and conversion rates, providing a clear picture of your team’s performance. This visibility allows you to identify successful strategies and areas needing improvement.
2. Refining Sales Forecasting: Sales report templates can significantly improve your sales forecasting. By analyzing past performance and current market trends, you can predict future sales with greater accuracy. This information is invaluable for planning inventory, setting sales targets, and making strategic decisions.
3. Enhancing Team Efficiency: Sales report templates saves your teams’ time and effort from manual data entry. These templates often come with standardized format that reduces errors and facilitates clear communication. This efficiency extends beyond the sales team, improving coordination with other departments like marketing and customer service.
👉 Read more: How to Create Effective Sales Report fo B2B Sales
8 Essential metrics your sales report template must include
There are hundreds of free and paid sales report templates availble in the internet currently. But not all of them work, at least for all the use case, all the industries and specific sales processes.
So, next time you before you create a sales report template or buy one, make sure it includes the below metrics for efficient sales reporting.
- Total Sales: This fundamental metric provides an overview of your team’s overall performance.
- Sales Growth: This metric, expressed as a percentage increase or decrease, helps you assess the effectiveness of your sales initiatives.
- Average Deal Size: Understanding the average revenue per deal can guide more strategic decision-making. For instance, a larger average deal size may indicate that prospects expect a more personalized approach from your team.
- Deal Won Percentage: Comparing this metric to industry standards can provide a clear picture of your team’s effectiveness.
- Sales by Product/Service: If your company offers multiple products or services, this metric can help determine each one’s profitability. While not applicable to all sales teams, it can inform the company’s overall strategy.
- Sales by Region/Territory: This metric can help identify trends across different regions, providing valuable insights for sales leaders.
- Customer Acquisition Cost (CAC): Even the best sales team can struggle if they invest too much effort into acquiring each customer. CAC helps you understand the true value of each won deal.
👉 Read more: How To Lower Customer Acquisition Costs
- Customer Lifetime Value (CLV): This metric indicates the total value of an average customer throughout their relationship with your company, informing your sales strategy.
👉 Read more: What is LTV? | How to Calculate LTV?
By focusing on these metrics, you can ensure that your sales report is not only comprehensive and informative but also tailored to the needs of sales reporting to the higher ups.
Suggested Reading: Sales Pipeline Metrics: Key Indicators for Pipeline Health
9 Best sales report templates for all kind of businesses
Here are some of the best sales report templates available:
1. Sales Performance Report by WPS Template
This is a WPS sales performance templates designed to help you track and analyze sales performance. It include sections for recording sales data, calculating metrics, and potentially visualizing results like charts or graphs. Using this template you can easily compare the sales performance monthly and annually.
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2. Geckoboard Sales Report Template
This is an amazing free sales report template offered by Geckoboard. This template lets you track, maintain and analyze total sales on weekly, monthly, yearly and daily basis. Plus, you can always check the contribution of your sales team in the total sales and manage their sales commission accordingly in the format.
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3. Service Sales Report Template by SheetGo
Pic Credit: SheetGO
This is a spreadsheet-based sales report template offered by SheetGo. It helps you analyze and record client data, contract information and lead information using intuitive data modeling and dashboard features.
There are two ways you can use this sales report template. 1. You can sign-up here and they send you the Google sheet copy in email or you can sign-up on the SheetGo platform to be able to use this template within their platform.
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4. Sales CRM Dashboard by Airtable
This airtable Sales CRM dashboard template provides a centralized and detailed view of your entire customer relationship management data under a single platform. It sections to track leads, deals, and customer interactions, giving you a clear picture of your entire sales pipeline. You can identify the strengths and weaknesses in your sales process with this template.
To use this template, sign-up for a free account on Airtable and once you are done click on the below “Get this template’ button to access the template.
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5. Weekly Sales Activity Report by SmartSheet
This sales report template provides a weekly basis of reporting for sales activities. If you are a small team with 1-5 sales reps, this template can be useful. You can easily track the daily sales activities of your team but unfortunately you will not be able to track a lot of sales related insights using this template.
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6. Monthly Sales Dashboard by HubSpot
HubSpot offers this free downloadable sales dashboard template compatible with Excel and Google Sheets. This template equips you to monitor and analyze your sales performance. It includes pre-built functionalities like setting monthly sales goals and visualizing key metrics. By providing insights into areas like deal progress and lead generation, this dashboard can help you optimize your sales strategies and boost performance.
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7. Quarterly Sales Report Template by Microsoft Excel
This is a basic sales report template offered by Microsoft excel for quarterly sales reporting. This report can help you find the most selling products, their total sales value and their sales breakdown by each quarter etc. This template is for you if you manage e-commerce or physical sales.
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8. Sales Report Template by Salesflare
This is one of the best spreadsheet-based sales report templates that beautifully capture the sales funnel of your business. It helps you track the total sales, stage of the deal, deal probability, contact information and more.
This template also provide an interactive dashboard that provides a detailed overview of your sales activities in terms of charts, patterns etc.
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9. Sales Tracker by Tome
Tome’s AI-powered sales report template is a great tool to track and analyze your sales performance. Designed for in-app usage, it offers a clean and organized way to present your key sales data. It features a sales tracker to record individual sales details and a pipeline chart to visualize your current and upcoming deals. With its features like automatic mobile layout and real-time collaboration, this template allows for easy access and sharing across your sales team.
Automate your sales reporting using SmartReach.io
Did you know that now you can automate the entire sales reporting process using an AI-enabled sales engagement platform like SmartReach.io?
SmartReach.io provides an intuitive interface that allows sales leaders like you to generate detailed reports and analytics with just a few clicks.
SmartReach.io generates over 16+ sales activity related reports on automation, eliminating the need for manual intervention. These sales reports are comprehensive, covering all aspects of your outbound B2B sales process.
Also, you can customizable these reports based on various factors such as date, time, channels, team members and more. These reports highlight the key performance indicators (KPIs) that are relevant to your sales process, providing a clear and concise overview of your team’s performance.
Using these sales templates you can identify trends and patterns in your outreach data, providing valuable insights that you can use to improve sales strategies.
In addition to these features, SmartReach.io also offers integration with popular CRM platforms such as Zoho, Salesforce, HubSpot Pipedrive and more, allowing your sales data to be automatically synced with your CRM, ensuring that your sales reports are always up-to-date.
Check out the 14-Day FREE Trial to see if it fits your sales reporting needs. (We don’t ask for your Credit Card Information for FREE trial 🙂 )
F.A.Q
Q. How to write a sales report template?
Here’s a checklist that you can use to write a sales report template:
Craft Your Target: Define your report’s goal and who needs it.
Data Dive: Go beyond sales figures. Include conversion rates, customer acquisition cost, and average deal size for a well-rounded picture.
Pick Your Timeline: Weekly reports track momentum, monthly offer a broader view. Choose the timeframe that best suits your sales story.
Structure for Success: Provide key metrics, charts, and insights – the winning report formula.
Visual Appeal: Avoid putting too much texts. Charts and graphs showcase trends and make your data sing.
Insights that Sell: Highlight key findings and actionable steps to turn data into sales wins.
