Free template
Free Sales Report Template
Calculate revenue generated, top earning leads, KPIs related to sales operations, and forecast future sales. Available for Excel and Google Sheets - for free.
Get valuable insights into your company's sales performance
Evaluate your sales strategies
Analyze your sales report and refine your approach to improve sales performance.
Forecast future revenue
Keep track of your expected forecast by measuring your sales funnel.
Make informed decisions
Maintain accurate and up-to-date information to make informed decisions about which opportunity needs follow-up, what the average sales cycle is, and other important factors that affect your sale.
What is a sales report?
A sales report is an overview of a company's sales performance. It is a document that provides a comprehensive overview and analysis of sales activities and performance within a given time period.
How this sales report template works:
How do I create an effective sales report?
To create an effective sales report, you have to keep a few things in mind. First of all, you need to clearly define the purpose of your report, gather and organize data in easy to understand format, use visual aids so that it is easy to digest for the audience, and continuously review and update your data.
How do I use the template to create sales reports?
This template, built by a team of sales experts, lays out a number of reports for you.
But everyone’s sales process is different. That’s why you can add/remove custom stages in the ‘Settings & Instructions' sheet. There you can add/remove team members, set targets, set probabilities, and set a custom # of days.
Add your sales leads to the ‘Sales Funnel’ sheet, select the stage they’re in, add the size of the deal, set the probability of closing the deal, and the creation and expected close date. You can also add other data like the sales rep working on the deal, the next step, etc. The more data you put in, the more accurate reports you can generate.
Feel free to add/remove columns from the 'Sales Funnel' sheet and set the time period for your reporting.
Based on the data you input in the other sheets, the ‘Sales Report’ sheet is updated automatically. This forecasts your revenue, tells you how well your sales reps are doing, what your conversion rates are, and more.
When you're tired of using Excel
Excel templates are good but manually entering data gets time-consuming and unreliable. When you’re sick of wasting time manually entering data to create reports, try Salesflare for free. No more complex Excel formulas and losing time.
Easily import this template into Salesflare.
Salesflare automates the robotic tasks so you can keep your focus on building relationships. Salesflare integrates with your emails and calendars, is easily usable on the go, sends you notifications to follow up & more.
Less robotic work, more human interaction.
Award-winning CRM software
Salesflare has received numerous awards for its ease of use, ease of setup, ease of administration, and quality of support. These awards are based on hundreds of reviews by real users, who consistently rank Salesflare ahead of the competition.
How Salesflare makes selling easier
Sales tracking
Salesflare's sales CRM creates a clear overview for your team and proactively reminds you to follow up.
Email integration
Salesflare is built from the ground up to bring your two most important tools closer together.
Customizable dashboards
Easily analyze your sales data, extract valuable insights, and grow your sales revenue.
Mobile app
Track and manage your customers from anywhere with Salesflare's powerful mobile CRM app.
Team collaboration
Collaborate more easily around customers by having Salesflare bring everything together in one place.
Take control of your sales pipeline
Visual sales pipeline
Automated email sequences
Lead finder
Relationship intelligence
Visual sales pipeline
Automated email sequences
Lead finder
Relationship intelligence
