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Sales report templates

5 templates

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Compare sales report versions

Annual Sales ReportAnnual Sales Review DeckWeekly Sales ReportMonthly Sales Report
FormatDocumentPresentationDocumentDocument
Works inGoogle Docs and WordGoogle Slides and PowerPointGoogle Docs and WordGoogle Docs and Word
Length8 pages10 slides6 pages8 pages
StyleCorporateCorporateCorporateCorporate

Writing a sales report that gets read

A sales report shows how sales performed over a week, month or quarter against target. Sales leaders use it to spot problems and plan the next period.

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Cover results against target, pipeline and forecast, wins and losses, performance by team or region, what caused the changes, and actions for next period.

Explain why the numbers moved and what you will do next, since readers can already see the totals.

Compare Annual Sales Report, Annual Sales Review Deck, and Weekly Sales Report, all 6 to 11 pages long, then pick the closest match and replace the sample text with your own.

Questions

What is a sales report?

A sales report shows how sales performed over a week, month or quarter against target. Sales leaders use it to spot problems and plan the next period.

What should a sales report include?

Include results against target, pipeline and forecast, wins and losses, performance by team or region, what caused the changes, and actions for next period. Explain why the numbers moved and what you will do next, since readers can already see the totals.

What is the best sales report template to begin from?

Start with Annual Sales Report: An eight-page annual sales report that shows attainment, quarterly trends, wins, lessons and next year's calendar to a sales director. If that is not the right fit, compare it with Annual Sales Review Deck.

How many pages does a sales report need?

The templates here are 6 to 11 pages long. Cut any section you do not need; each template explains what its sections are for.

Can I make a sales report in Google Docs?

Yes. These sales report templates work in Google Docs, Microsoft Word, Google Slides, and Microsoft PowerPoint. All 5 templates are free, with no account or email needed.

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