It also helps you to generate multiple reports that you can use for sales analysis. Additionally, you can also download Sales Revenue Analysis Template to analyze your sales further. If you are an e-commerce seller then you can use Online Sales Tracker.
Insert the list of products and their descriptions in this sheet. This sheet will be helpful to fetch data in the DSR. It consists of the serial number, item code, product name, unit Unit of measure and rate per unit. Client Type: Select from the drop-down list. Area: A sales rep is usually allocated areas. Hence enter the name of the area in the client dwells. Call Type: A sales call can be of different types. Select from the drop-down list hot, cold, warm or sale.
Sales details constitute the details of the order received from the client. It includes the following columns:. Product Name: As you have entered details in the Product List sheet, it will automatically fetch the product name once you enter the code.
Amount: This is the line total of that particular sale made. Remarks: Enter if there are any issues or special instructions from the client in this section. This sheet consists of table filter options.
Hence, you can fetch multiple reports to analyze the data. You can generate date-wise, product-wise, and client-wise reports. Hi There, This spreadsheet is perfect! Do you also have an add on sheet that covers Month to Month? Thank you. What about weekly off. It is still showing 5 days remaining in 26 days working day month. How to correct it. Hi, Thank you for the template. Kindly help to change as Rs.
Please advise. I managed to change everything except the big number on the sales achieved by changing the cell A Is there anywhere I need to change besides that? Hi — is there anyway to make this for monthly instead of daily? Thank you — this is a great site to learn from and every time I get an email — I learn something new.
Is there a way to set this up to only list days worked, with a daily goal for those days and not measure days not worked? I need help. I have a question. Rest i have done. Thanks for sharing your work with us. Hi Puneet, when I change A40 then it only changes the blue per day average to meet target but not the green achieved vs target.
I also face this Problem. I change A40 then it only changes the blue per day average target but not the green achieved vs target. Halo, I have a question. Hello Puneet, A wonderful thing to start with, however I am not sure if this is a bug or I am missing on something.
When I change the value to Rs. I was trying to upload the screen shot here which is just kb size. Can we resolve this on email or watsapp? I dont make sales reports but Im sure that I can learn a lot from studying it. BUT when i tried to download it I only recieved the Productivity guide, not the template!
Can you help me? Dear Puneet, Please could you explain the next on the daily sales report template. Hello ExcelChamps, I am trying to download but i cannot do so as it keeps saying the site is not available. Can you kindly give me a link that works? Thank you for your response. Should i expect a link or the template? Dear Puneet, I need your help, I want to have Aed. Thank in Advance. Can you help me to add in another trend line for daily costing so that we can see the profit margin.
When you input your monthly target, this template will convert it into a daily average. Total Target vs. Actual Achievement [Percentage]. This simple chart will help you to track what you have achieved month till date. Sales Achieved. Per Day Average to Meet Target Next box will alert you about the per day average you have to manage for rest of the days in the month.
This figure will change every day based on your performance till date in the month. Days Left in the Month This box will show you the days left in the month which is a driving factor for your performance.
All of these templates enable you to prepare a detailed sales report using a small number of steps and following some correct formulas. You may also see Weekly Sales Report Templates. This report template follows a generic format that helps you to generate self-explanatory sales reports that can be presented to auditors for analyzing the position of the business.
It also incorporates key information, valid details, and other essential points that are helpful in measuring the success of the sales. All of these professionally designed sales report templates are segmented in various sections and fields to vividly show your sales data. You may also check out our sales report templates in PDF.
Activity Sales Report Template janiewiltshire. Even after completion of school, some of these skills may take years of on-job experience to master. You may, however, address this challenge by making use of a suitable sales report template.
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