Here are some examples of the types of KPIs and metrics you may want to include in each:
Daily sales report template: To track daily sales activities and performance figures, you could include the following:
Outbound call duration
Total sales opportunities
Total outbound calls
Total proposals sent
Total emails sent
Weekly sales report template: For weekly germany whatsapp number sales performance assessment, consider including these metrics:
Call volume
Taux de conversion
Total appointments scheduled
Sales per channel
Sales per region
Monthly sales report template: Your monthly report should provide more of an overview of performance over the month and may include metrics like:
Total deals per pipeline stage
Total appointments scheduled
Durée moyenne du cycle de vente
Average conversion rate
Montant moyen des transactions
Total sales volume
4. Gather and evaluate your sales data
You’ll need a tracking and reporting tool to draw the sales data needed for your report and template. The most efficient and seamless way to do this is through your company’s CRM system. If your sales and marketing teams are using your CRM platform effectively, all the sales data you need should be readily available and easy to download or share.
With the right CRM solution, you can track performance, filter and extract the data you need, analyze it, and automate report generation according to your requirements. Without a CRM system, you’ll need to track and gather data using a reliable tool to ensure you have the information you need for your reports.
5. Highlight the central data insights
Granted, your sales reports can provide an endless supply of information and insights. But it’s important to know which are worth investigating and how to present your findings in your report. Ensure there’s space provided within your sales report template to explain the results shown.