Sales directors need one document that says whether the year hit its number, where the quarters wobbled and what changes next. This report answers first on page one with headline figures and findings, then moves through the scorecard, quarterly trends, notable wins, lessons and a dated plan for the year ahead.

The sample follows Bramblewood Solutions, a fictional company that booked £8.9M against an £8.4M target in 2026. The figures add up across pages, from quarters to annual totals. Replace the targets, bookings, quotes and dates with your own CRM export, then delete the guide page before sharing.