33+ Business Sales Report Templates


A sales report is almost used by every profit making entity. Whether it is a new startup, a small business or a business on a large scale, every type of organization use a sales report. For this purpose, using the sales report templates can also be very helpful.

A sales report can be prepared for a day, a week, a month, a quarter, half year or for a full year too. As the sales are a vital component for any entity, a sales report provides useful information that helps a lot in making important decisions for a business. For more details, make sure to scroll down and check out the given below sales report templates.

Entity's Sales Report Templates

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Tips for drafting an Effective Sales Report

In order to create or draft an effective sales report, make sure to consider the given below tips:

1. Decide a Period:

First of all, it is very important to decide or set the period for which you are writing a sales report. A sales report can be written on weekly, monthly, quarterly, half-yearly or yearly basis. In order to stay updated and to maintain consistency, an entity can also use a combination of all these reports as well.

2. Set Goals:

While writing a sales report, it is very important to write it with a clear mindset. You must know what goals or objectives you would want to achieve. Make sure you provide proper directions to your sales teams through your report.

3. Target Audience:

At the time of writing your sales report, you should consider your target audience. As a sales manager, you should try to communicate all the important information that will be beneficial to your target audience.

4. Include a Summary:

It is recommended that while writing a sales report, include a proper summary of your sales report at the very beginning. In this section, include some key-points of your sales report. Keep the summary short and to the point.

5. Include the Figures:

After the summary, include the figures and analytics related to the sales over the set period. Make sure to present the correct data in such a format or layout so that the readers can easily understand the given information or details.  

6. Use Visuals:

Wherever applicable, make use of appropriate visuals, such as graphs, charts, pictures or diagrams, etc., in order to enhance the understanding of the users.

7. Explain your findings:

After including all the relevant details and information in your sales report, give a proper explanation or interpretation of your findings. In this section, you can also mention the factors that affected the revenue.

Useful Sales Report Templates

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Sales Report Template

Different Types of Sales Reports

There are many different types of sales reports which an entity can use. Some of these types are mentioned below:

1. Daily Call Report:

This type of sales report shows the number of times the sales reps called or contacted the customers, on a daily basis. It also includes other relevant details, such as, which customers were contacted by the sales reps, what they talked about and the scheduled calls, etc. 

2. Common Sales Report:

This report contains the details of the revenue which was generated without any discount or promotion. These are the sales which are made at the original sale price.

3. Coupon Sales Report:

As the name suggests, this report relates to the sales that is generated as a result of use of coupons, offered by the entity.

4. Productivity Report:

The productivity report is a type of sales report that keeps proper track of the performance of the sales representatives within an entity. It indicates whether or not a particular sales rep is working efficiently and achieving his targets.

5. Promotional Sales Report:

Just like a coupon sales report, a promotional sales report relates to the revenue generated as a result of any promotional activity.

6. Opportunity Sales Report:

An opportunity sales report indicates the total revenue that a sales team is generating every single month. It also indicates the sales reps that are finalizing or closing the sales deals.

Sample Sales Report Templates

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Sales Report Template

Sales Report Template

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