A sales report includes of all the new and existing sales, new and existing accounts, the trends of sale, the volumes of sales whether increasing or decreasing, the cost of client acquisition and the revenue gained. A sales report should be easy to comprehend. It should comprise of data in the form of infographics that is concise and understandable. A sales report is key to the success or failure of the organizations.
It shows the performance of the organization and helps to evaluate the reasons behind highs and lows of revenue. It helps in evaluating the performance of employees based on the figures reported, whether they are achieving the desired target or lacking behind. A salesperson is accountable to the company based on his sales performance. A sales team is appraised on a daily, weekly or monthly basis to measure the productivity of the company.
The results hence show whether the company is on track of achieving set targets and goal. Effective sales reporting ensure the productivity of the organization, more clients more projects and consequently more growth towards success.
A weekly sales report shows the record of sales performed over the period of a week. Sales team prepares a report on a week to week basis observing their trends of sale. This includes the number of sales achieved, the number of new and old clients, number of client in the pipeline, and the amount of revenue generated.
This enables the organization to assess the productivity by the end of the month, and also make important decisions in terms of business development, an increase in salaries of staff, and recruitment. It should be clear and to the point. A sales report should present a complete picture of the overall sales the company is undergoing. The use of visual presentation is not about giving the report an aesthetic value, but to make it engaging and easy to understand.
Summarize Related Activities It is helpful to provide a brief summary of all related activities done by the employees such as, but not limited to; The number of new clients acquired during the week. The number of inquiries received and also how many of these were converted into actual sales.
Sales activities participated in by the employee, and also the number of clients acquired and sales made if there are any. A comparison of actual sales during the reporting week and the previous week, including the significant events that lead to the increase or decrease in sales. Since weekly sales reports mainly consist of figures and computations, it is imperative to ensure that calculations do add up by taking the time to review those before submitting it to the concerned officer or department.
Edit and use this template. Also, they are tasked to create more business transactions and gather more people who will put their trust to what the company can give and who will soon be loyal customers. You may also see sales report samples. You may use our report template as the base or foundation of your weekly sales report. It may include the following information: The number of new clients that the employee has acquired and the information on the purchases and buying activities of these clients The number of inquiries that a specific sales agent have received and how many of them have been translated to actual sales The participation of the employee to different sales activities and the productivity he or she has showed in all of those events The actual sales report of the employee and the remark on whether he or she has achieved the sales quota given to him or her A Sales Report and a Weekly Report are both available for download.
You may use them in any purpose that it may serve you. Sales Call In the field of sales, the weekly sales report also include information about the sales calls that an agent has done for a given period of time.
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