Daily sales follow up template

This sheet will be helpful to fetch data in the DSR. It consists of the serial number, item code, product name, unit Unit of measure and rate per unit.

Client Type: Select from the drop-down list. Area: A sales rep is usually allocated areas. Hence enter the name of the area in the client dwells. Call Type: A sales call can be of different types. Select from the drop-down list hot, cold, warm or sale. Sales details constitute the details of the order received from the client.

It includes the following columns:. Product Name: As you have entered details in the Product List sheet, it will automatically fetch the product name once you enter the code. Amount: This is the line total of that particular sale made. Remarks: Enter if there are any issues or special instructions from the client in this section. This sheet consists of table filter options. Hence, you can fetch multiple reports to analyze the data.

You can generate date-wise, product-wise, and client-wise reports. For example, If you want to generate sales for a particular date, click on the button beside the column heading. Deselect all and select your desired date and click on OK. This generates the sales report for that particular date. Similarly, you can use this to generate a product-wise report and a client-wise report.

The trends are indicated in comparison to the previous period and are, unfortunately, negative. The point is to examine further what happened in order to avoid such scenarios in the future. Do agents need more education or something unexpected happened that you can't really influence or change - it's time to start asking additional questions.

As our final monthly report format, we chose one that displays a broad overview of your performance, combining a lot of different KPIs — which is useful if you decide to create a monthly report. The one displayed here, however, goes further, as it shows data over one year; but you can take data for just over one month. From the number of customers you have acquired during that time span to the costs, it takes to get them, from the average revenue each of them brings you to the lifetime value they have, this sales analysis report sample provides you with at-a-glance information to quickly see if your teams are meeting their goals.

In a practical sense, this performance dashboard will enable you to track the customer acquisition costs, the average revenue per unit, the customers' lifetime value, and the development over time. It's important to track and regularly evaluate your performance since it will create an informed sales environment, where you have the opportunity to make decisions based on data, and not "hunches" or assumptions that can cost you a significant amount of money and time.

A weekly sales report is a measurement tool used by companies and individuals to track sales performance and essential KPIs, such as lead-to-opportunity ratio, lead conversion ratio, sales volume by channel, total sales per region, among many others, on a weekly basis.

A week is arguably the perfect unit of time to measure individual sales rep performance. A month is often too long of a time frame, leading you to miss out on course correction opportunities until after the fact. And a single day is often too short to see any real, meaningful outcome-dependent information. Of course, the perfect time to measure sales rep performance depends on your business model, too. You can also check our resources for using a business report template to expand your knowledge.

Here we will take a look at specific reports and KPIs you can track on a weekly basis based on a B2B and retail perspective. As mentioned, the week is a perfect time unit to track your team's performance and get a more detailed overview of your sales numbers.

Let's go through the top reports you can utilize for your weekly meetings. Telephone cold calling is another invaluable B2B KPI that can tell you which weekdays are the most promising for outbound calls. Usually, Tuesdays, Wednesdays, and Thursdays are particularly valuable for B2B sales, but it might be useful to set your own benchmarks.

You can set daily targets and track the performance during each day of the week, but do consider factors such as mentioned days of the week or local time. Essentially, this report shows you what physical areas and methods of customer acquisition are pulling in the most revenue. The total sales volume can make it easy to see where you should be prioritizing your sales efforts so that you can adjust accordingly. Scoring models will help you to set a standardized value to your opportunities since there are different classifications depending on the potential.

That way, you can allocate your resources more effectively and spend more time with opportunities that have a higher potential. This metric, created with modern dashboard software , will help you create an effective weekly strategy and action plan on where your sales reps should focus their time and energy. While a week may be slightly too short to get a meaningful revenue metric depending on the length of your sales cycle , this is still a useful report to run. For longer sales cycles, this report may provide some insight into what times of the month your reps tend to close sales, increasing the accuracy of your future projections.

As it is well known in the sales industry, it is much easier to sell additionally to your existing customers than acquiring new ones. This daily sales report sample is useful to track on a weekly basis since tracking it daily is just too short of a time span to evaluate your strongest and weakest points. When you compare the results of each rep, you can see each rate and educate others to implement the same tactics.

That way your sales numbers will grow, but there is a high chance that you will also improve customer loyalty and satisfaction.

This is one of the most important KPIs you can track in a B2B sales setting, first on a weekly basis, and then expand over the months. It basically shows how much is expected to earn per customer, and you can monitor it on a weekly basis to see whether the average is rising or decreasing. The goal is, of course, to keep the lifetime value as long as possible. Comprehensive sales analytics reports should include the average purchase value.

It makes sense to compare this metric with the number of opportunities on a weekly basis since you can immediately spot direct correlations between the two. In our example of a sales report, we can see the number of opportunities and average purchase value is divided into 3 categories: basic, premium, and professional.

The numbers can help you to identify if you need to offer additional incentives to your clients or customers in order to increase your chances to sell higher-end products or services.

This is very good for a weekly sales report format. Tracking this metric weekly will let you evaluate the number of unqualified versus qualified leads. A qualified lead usually is an opportunity, i. The lead-to-opportunity ratio tells you the number of leads you need to stay on track with your objectives in terms of revenue. Once you have a baseline ratio, you know how many leads you need to create to reach your target growth — and at the same time, you have revenue that is predictable.

This reporting example can be assessed with the MQL marketing qualified lead and SQL sales qualified lead , as it interconnects the departments since you need to define which are the most promising prospects that can turn into customers. Over the weeks you can determine which of your potential customers convert the most, and adjust your sales and marketing strategies accordingly.

This report displays a straightforward sales KPI that shows how effective each of your reps is at closing their opportunities. But if these weekly reports continue to indicate the same trend, it could be time to help this rep out. This is one of the most important ratios for a sales team, as it gives a baseline to determine the number of leads the team needs to meet business objectives.

It will depend on each company and industry, but generally, a low lead-to-conversion ratio will alert you to the weakness of your sales pipeline. As one of the most sales-oriented businesses, retailers must also track, measure, and report on important sales values on a weekly basis to be able to get a bigger picture in comparison with daily reports.

Our next example is a retail sales report template tracking the rate of return. Whether a big or small business, the rate of return can tell you a lot about what customers think of your merchandise. No retailer is happy when their products are returned, therefore, tracking and reporting these values on a weekly basis will enable you to decrease this number in the future when you investigate why the goods are being returned, and what can you do to improve these items or your overall offer.

That way, you will be able to compare these values and implement various other marketing activities based on your results. If you see a specific location outperforming others, see what makes it tick, and invest more resources to grow even further. A daily sales report is a management tool used by businesses, sales reps, and managers in order to extract the most relevant daily sales data such as the number of closed deals, client conversations, opportunities created, and many other sales-related KPIs.

Instead, you want to focus more on process metrics. On a daily basis, your reps are simply going to have some bad days and some good days due to reasons beyond their control. So, seeing that a rep has one low earning day, and then calling them into your office, would be a little premature, and arguably an example of micromanagement.

As mentioned, each day in a sales department is different and there are many things simply out of human control. But having a closer look at your daily sales operations, the better you can conclude what works in your sales process and whatnot. Now we will focus on some examples you can track on a daily basis. And this contains an important lesson about KPIs, even daily ones — they have to serve your overall goals.

This is assuming that you are qualifying your leads properly of course, which at times can be easier said than done. This daily sales report template can be tricky and controversial sometimes since it can vary greatly, based on the type of lead and actual scenario. The optimal response time should be determined after different strategies are tested. That means you should decide when is the right time to react when prospects download a free trial or whitepaper, whereas prospects requesting an offer should be contacted as soon as possible.

After you have your benchmarks, you can track on a daily basis how your sales reps are performing, and what their averages are. That way you can better analyze the effects on your overall strategy. You can track the number of outbound calls made by each of your rep on a daily basis and see how effective they are in their performance and take appropriate measures if there are significant deviations from set targets.

An opportunity is basically a lead that gets qualified, because of the good response and interaction it had — meaning, this is no junk email address nor a fake phone number. We will be more than happy to assist you. Skip to primary navigation Skip to main content Skip to primary sidebar. I have worked in Excel and like to share functional excel templates at ExcelDataPro. This website uses cookies to improve your experience.

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