Anyone with sales experience understands the importance of regular and accurate sales reporting. Nevertheless, the fast-paced environment of sales often means that there’s little time left to sit down and analyze progress and results. As a result, it becomes difficult to create accurate forecasts or identify meaningful trends in your sales.<\/p>\n
Due to these time constraints, sales departments benefit from having a robust sales reporting system. For instance, a well-designed system enables sales representatives to monitor leads and track the best-selling products and services. Consequently, employees who are active in the sales environment gain a lot of practical insight from a Sales report solution.<\/p>\n
Often, it is hard for companies to decide which software to choose from the vast array of possibilities. In fact, for many SMEs and start-ups, specialist software can be expensive and turn out to be an unnecessary investment. Additionally, this type of software often has a steep learning curve.<\/p>\n
As an alternative, you can create your own automated sales report template in Excel. By using spreadsheets, a tool that everybody knows, companies can easily create and implement a sales report template.<\/p>[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]
A spreadsheet template is a single file containing pre-built charts and formulas. There\u2019s no longer any need to spend hours searching for the right files.<\/p>[\/et_pb_text][et_pb_text _builder_version=”4.27.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]
\u00a0Click the button below to get the template straight in your inbox.<\/p>\n
<\/p>[\/et_pb_text][et_pb_button button_url=”https:\/\/drive.google.com\/uc?export=download&id=1trPKEGQmCbeYDxevM1VnLWDvv89nvwQu” url_new_window=”on” button_text=”Get template” button_alignment=”center” _builder_version=”4.27.4″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|30px|0px|false|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]
Open the spreadsheet you just downloaded.<\/p>\n
In the Leads<\/b> sheet, sales representatives enter and update their current leads in the Leads<\/b> sheet.<\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/08\/Leads-Sales-report-template-Excel-1.png” alt=”Leads – Sales report template Excel 1″ title_text=”Leads – Sales report template Excel 1″ align=”center” _builder_version=”4.16″ _module_preset=”default” width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]
Sign new clients and log all contract details in the Clients<\/b> sheet.<\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/08\/Clients-Sales-report-template-Excel-1.png” alt=”Clients – sales report template Excel” title_text=”Clients – Sales report template Excel 1″ align=”center” _builder_version=”4.16″ _module_preset=”default” width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]
And log every new contract that is signed in the Contracts<\/strong> sheet.<\/p>[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2021\/08\/Contracts-Sales-report-template-Excel-1.png” alt=”Contracts – sales report template Excel” title_text=”Contracts – Sales report template Excel 1″ align=”center” _builder_version=”4.16″ _module_preset=”default” width=”100%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”] If you found this post helpful, share it with your colleagues and friends!<\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row make_equal=”on” _builder_version=”4.22.2″ _module_preset=”default” background_color=”#F6F8F9″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.22.2″ _module_preset=”default” custom_css_main_element=”margin:auto” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” text_orientation=”center” hover_enabled=”0″ text_font_size_tablet=”17px” text_font_size_phone=”17px” text_font_size_last_edited=”on|phone” header_4_font_tablet=”” header_4_font_phone=”” header_4_font_last_edited=”on|tablet” text_orientation_tablet=”center” text_orientation_phone=”center” text_orientation_last_edited=”off|desktop” global_colors_info=”{}” theme_builder_area=”post_content” text_font_size=”30px” text_font=”||||||||” sticky_enabled=”0″] Start analyzing your sales data<\/span> automatically<\/strong><\/p>[\/et_pb_text][et_pb_button button_url=”https:\/\/drive.google.com\/uc?export=download&id=1trPKEGQmCbeYDxevM1VnLWDvv89nvwQu” url_new_window=”on” button_text=”Get template” button_alignment=”center” _builder_version=”4.27.4″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”30px|0px|30px|0px|true|true” custom_margin_tablet=”10px||||false|false” custom_margin_phone=”10px||||false|false” custom_margin_last_edited=”on|phone” custom_padding=”15px|16px|15px|16px|true|true” hover_enabled=”0″ saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content” sticky_enabled=”0″][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":" Anyone with sales experience understands the importance of regular and accurate sales reporting. Nevertheless, the fast-paced environment of sales often means that there’s little time left to sit down and analyze progress and results. As a result, it becomes difficult to create accurate forecasts or identify meaningful trends in your sales. Due to these time […]<\/p>\n","protected":false},"author":40,"featured_media":34115,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[62],"tags":[61],"class_list":["post-34112","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales-templates","tag-sales"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/34112","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/users\/40"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/comments?post=34112"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/34112\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media\/34115"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media?parent=34112"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/categories?post=34112"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/tags?post=34112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Looking for more Excel templates?<\/h4>\nCheck out this post about Sheetgo’s income statement template for Excel<\/a>.[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]
Did you like this post?<\/h4>\n