A popular quote by Matt Maher reads, “In order to move forward, you have to look back.” This also applies to sales reports.
Effective sales reports empower you with insights to refine your sales approach and make well-informed decisions. Without it, your company may have a hard time plotting better sales strategies, hitting goals and increasing sales.
So where do you start? Creating your sales report doesn’t have to be a hard nut to crack.
In this article, we'll discuss how to create a professional sales report. We've also handpicked 10 easily customizable sales report templates that will make your reporting a lot easier.
The best way for you to begin your sales report is with a professionally designed template. Here are some more benefits of using a sales report template.
Sales report templates give you enough control over how your data is presented without the hassle of starting from scratch.
You can easily tailor the template to suit your business needs and adjust the information to portray the most relevant metrics. This flexibility gives room for shifting priorities and emerging trends without the need for extensive design or IT support.
Because sales updates aren't a one-time thing, your report structure and format need to be consistent over time. Using a well-designed sales report template ensures uniformity across documents.
It ensures that the key metrics required are not left out, no matter who is assigned the task. This way, more time can be dedicated to analyzing your sales data rather than figuring out formatting styles. You can take advantage of Visme’s dynamic field feature to easily update fields in multiple documents throughout your sales report.
Depending on your team's involvement in sales reporting, various persons may be in charge of tracking and analyzing key data.
A sales report template aids seamless collaboration and gives your team instant access to information. Hence, they can update data in real time regardless of their location. This can help when you or your supervisors require data for quick decision-making.
A bunch of numbers grouped together can mean anything to anyone. But they tell a better story when arranged in tables, charts, or graphs.
Sales report templates help to remove the complexity of sales data. It shows visually appealing figures and elements that can instantly improve communication and understanding.
There is no limit to the data you can record for your sales reports. It can span from daily sales reporting to yearly sales reporting and more.
However, the key metrics captured will vary. Here are the main types of sales reports you may use consistently in your business.
A daily sales report highlights your business’s sales performance for the day. Daily sales report templates capture metrics such as daily revenue, units/items sold per product and expenses or updates done during the day.
Your business may use a daily sales report when:
Daily sales reports provide insights into daily cash flow. This information is essential for managing cash reserves and ensuring operational stability.
A daily sales report is usually one page long, as it doesn't contain much information or require complex data visualization.
Weekly sales reports assist in operational decisions and facilitate data-driven discussions that help align teams on sales goals and strategies. It helps you answer questions like:
Weekly sales reports provide insights into individual and team sales performances. It also helps you view metrics such as total weekly revenue, the early impact of promotions or marketing campaigns and weekly trends.
You can compare these trends with previous weeks or analyze the days in the week. Weekly sales reports help you see if people shop better on weekends or what products perform better during rush hours or on different days.
A monthly sales report provides a snapshot of your business’s sales activities over the past month. It helps you see what trends are emerging over a longer period and the real impact of your marketing or sales efforts.
Monthly reports enable decision-makers to draw meaningful insights that can influence strategy for the next month or quarter. The beauty of monthly sales reports lies in their ability to detect shifts in consumer preferences or demand for particular products or services.
These reports capture key metrics such as monthly client acquisitions, profit/loss statements, total revenue, key performers and more.
By utilizing monthly sales report templates, you can streamline your data organization and analysis. These templates incorporate charts, graphs and tables that enhance the visual representation of your data.
The annual sales report is a crucial tool for tracking your business's success over the year. It offers a clear picture of your sales accomplishments, comparing them with the goals you set. From understanding trends to spotting your best-selling products and highlighting areas needing a boost, this report is a goldmine of targeted information.
Use this report at the end of the business year to analyze sales trends, identify efficient operations and highlight areas for improvement. The key metrics in an annual sales report include total revenue, sales growth, sales by product or service, sales relation to targets and more.
Here are ten professionally designed sales templates that can aid in your daily, weekly, monthly, or even yearly sales updates.
Imagine effortlessly crafting a chart that expertly showcases your sales distribution across countries or continents. This dynamic pyramid chart template serves as your quick and easy sales distribution report.
With this template, you can spotlight your product’s top sales regions. This can provide an overview of your product’s performance and ignite meaningful discussions and deliberations.
Visme's user-friendly drag-and-drop editor makes it easy to customize, allowing you to tailor the chart to reflect your business needs. With a few clicks, you'll have a chart that doesn't just present data but tells a captivating story in your sales reports.
Keep track of your stores' daily operations with this daily sales report template. It captures all important metrics in a simple table format. With this template, all you have to do is input your sales data for the day into the table and modify the date of the report.
Feel free to customize your daily report by adding your logo, icons and unique data widgets.
You can easily collaborate with your team members while preparing your sales report using Visme’s collaboration tool. Simply add them to your document so they can drop their comments and feedback. With that, there’s no back-and-forth of corrections on your reports. Additionally, with Visme’s workflow management features, you can easily assign roles, manage tasks, set and track deadlines, monitor changes and much more.
Watch this video to learn how the collaboration and feedback tool works.
Use this SaaS sales report template to uncover your company’s quarterly performance. This template has a modern and professional design with dynamic lines and bright colors that catch your audience’s eye.
You can take advantage of Visme’s icons, shapes and widgets to highlight your key indicators, such as retention rate, churn rate, product performance and more. Don’t forget to communicate your suggestions at the end of your report to aid in better planning for the next quarter.
Additionally, you can check out our comprehensive guide to creating a quarterly sales report. It includes a step-by-step process and free templates that you can use to create your own.
Say you decided to run a sales campaign during a festive season or holiday. This promotional sales report template can clearly display your campaign goals, funnels, results and observations.
This template has a vibrant design with attention-grabbing colors and content blocks. Its table of contents and eye-catching timeline ensure your message resonates with your audience.
Whether you're a tech startup, a small business, or an established corporation, Visme's weekly profit statement report template is your go-to choice for highlighting your company’s weekly financial performance.
This weekly sales report template contains insightful metrics like an increase in weekly profit, the bestselling items of the week, the net profit achieved and more. It also compares these metrics with the previous week for better understanding.
You can easily customize this sleek template with high-resolution stock photos that subtly enhance your sales report. To make your sales report more aesthetically pleasing, use Visme's AI image edit tools. These advanced features allow you to edit, touch up, unblur and upscale images just from text prompts. It makes enhancing your sales report with high-quality images a hassle-free task.
This monthly sales report template is your go-to solution for sharing vital insights and performance metrics with your supervisors or company stakeholders.
Your monthly sales reports contain data from your daily and weekly sales reports and offer a clear analysis. This template measures the total units of products sold in the month, the increase in sales rates and revenue performance per product.
Utilize interactive features like clickable pop-ups to reveal larger data sets or hover effects to reveal information about chats. This will not only give your readers an immersive experience but add more value to your sales reports.
If you're short on time, you can quickly put together professional sales reports using Visme's AI document generator. Generate a first draft from a text prompt, select your design style and the tool will generate text, images, icons and other design elements. You can further customize the template inside Visme to give it the finishing touches.
Present your company’s sales achievements with this polished corporate sales report presentation. This template begins with a brief executive summary that highlights the key data discussed in the report.
With this sales presentation template, you can showcase your company’s top performers, key achievements and milestones. You can also include your recommendations and a brief recap of your presentation at the end of your presentation to aid discussion.
This sales progress report template is ideal for not just tracking your sales data over a long period of time but also highlighting challenges faced that may have hindered growth.
Including this in your sales report will put into perspective the setbacks your team faced during the month or quarter and can spur discussions on solutions or strategies to combat those setbacks.
Nevertheless, this template beautifully highlights the targets that were accomplished and encourages your team to do more.
This bright and fun template captures your business’s sales operations and activities for an entire year and presents them in a streamlined and understandable manner.
This yearly template records metrics such as the best and worst performing products of the year, as well as the product-to-revenue ratio breakdown.
With a rich and user-friendly layout, this yearly sales template incorporates Visme’s data visualization tools with charts, graphs and diagrams, giving you a clear and complete view of your sales data.
When the sales and marketing departments collaborate, you get a sales analytical report that highlights the efforts and results for each team.
This adaptable template is equipped with sections dedicated to product revenue generation, product demand per month, marketing and sales KPIs, sales revenue, forecasts and more.
With these sales analysis templates, you can monitor your sales cycle and track the impact of your sales and marketing tactics.
With little to no design skills, you can create a visually appealing and effective sales report for your business's needs. Here are five steps to create your sales report with Visme.
You can create an account or log in to the Visme editor. You’ll have access to tools, features and a vast library of templates to choose from.
Go over the list of sales report templates we have discussed here or browse through Visme’s large library of templates and choose one that fits your sales needs and goals.
You can try your hands on one or two templates before you decide which one to go with. Each template is easily adjustable, so you won't have difficulty working with anyone.
Hear what one of your users has to say about Visme’s templates:
Some templates you stumble upon and are blown away that someone put the time and effort into creating them. You did not know you needed them in your life until that minute.
Once you have chosen your template, simply input your sales data and key metrics into the designated space provided. If you want to input data manually, simply type into the chart data table on the left side of your screen.
You can easily update the table in your template and include more rows, columns, or categories. You can also import your sales data from Google Sheets, Excel, Google Analytics or Survey Monkey to update bar charts or graphs.
Read this resource to learn more about importing your data into your charts or graphs.
Changing the format of your data is also very easy on Visme. You can adjust your vertical bar chart to a pie or line chart and vise-versa, all with a click! And you don’t have to worry about losing your data or its essence.
Furthermore, you can use Visme's AI text generator for any part of the writing process. You can use it to easily create an initial draft, plan structure, check grammar and adjust the content length. Not only does it jumpstart your creative process, but it also ensures your report is polished and error-free.
Once you fact-check your sales data and key metrics in your report, feel free to customize the sales report template to suit your brand voice, tone and look.
You can adjust the template's font size, type and colors. And if you’d prefer easier customization, you can take advantage of Visme’s brand tool kit, which automatically creates branded documents with your brand assets.
Visme’s easy drag-and-drop feature allows you to add text, icons, widgets and more to your design without stress. You can also add your own professional photos or create new ones with Visme's AI image generator. Simply input the right prompts and you’ll have your professional photos in minutes.
After you’re done customizing your sales report to suit your brand, you can easily share and publish your document. You don’t have to worry about converting your sales reports to various formats or losing the quality of your design along the way.
Visme allows you to download your sales report in PDF, PPTX, or LMS format. You can also share your sales report online if you have a virtual team meeting or privately. Take advantage of Visme’s analytics feature to track your document and know who has viewed it.
You can use Visme's AI report writer for a more streamlined and time-saving process. This AI tool helps you create text and layouts for your report and offers various customization options. With this tool, you can effortlessly handle the report's base details while focusing on perfecting the final version.
A weekly sales report should include:
A sales KPI report is a document that tracks a sales team's performance against specific goals using key metrics. It helps assess the business's health, spot trends and identify areas for improvement to enhance sales outcomes.
A daily sales report should include critical sales metrics to evaluate the day's performance. These include:
A good sales report should be concise, visually appealing and easy to understand. It should include key metrics and insights that help the reader make data-driven decisions about sales performance.
A comprehensive monthly sales report should cover total sales, monthly growth, product performance, customer insights, sales channels and team achievements. Include data visualizations and actionable recommendations to enhance understanding and decision-making.
Crafting detailed sales reports will help you make informed decisions, identify opportunities for growth and optimize your sales strategies. Whether you are documenting your daily, weekly, or monthly sales activities, Visme's report maker offers a clear and easy way to present your sales performance.
Visme's sharing and collaboration tools allow you to quickly collaborate with all relevant parties in real-time and disseminate your sales reports beyond the constraints of a single meeting.
Beyond sales reports, Visme allows you to create sales collateral, training materials and other sales enablement content to improve sales performance. If you’re ready to take your sales game to the next level, create your Visme account right away!
