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The first pages of the Weekly Sales Report template

Weekly Sales Report

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
6 · US Letter
Style
Corporate
Difficulty
Beginner
Updated
November 4, 2026

Every page (6)

Overview

Sales leaders read a weekly report before a forecast call, and most of them get a table of bookings with no forecast, no coverage and no view of risk. This template puts the gap to target first, then the pipeline by stage and source, the activity behind it and a dated plan for the coming week, over six designed pages.

The sample follows Underhill Systems in the last three weeks of its first quarter: £4.1M booked against a £5.0M target, 3.4 times cover and a commit that lands at 94%. Replace the target and bookings with your CRM export, recompute cover with your own stage probabilities, then choose the deals that matter and rewrite the commentary.

Useful for

  • A Friday report for the sales director ahead of Monday's forecast call
  • A regional manager showing which accounts and sources are carrying the quarter
  • A team lead agreeing owners and dates for the final fortnight of a quarter

What's included

  • Wins page with customer quotes and plain definitions of attainment and coverage
  • Pipeline page with a funnel, stage columns and a source table that adds up
  • Activity checklist with owners, due dates and weekly call and meeting targets
  • Key dates timeline and a compact March calendar for the week ahead
  • Quarter-close milestones with what happens at each gate and the forecast range
  • A make-it-yours guide with five steps for swapping in your own figures

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Set the reporting period, then replace the target and booked figures on the first two pages with your CRM export.

  3. 3

    Recompute pipeline cover, commit and best case from your own stage probabilities, and check that the source table still totals.

  4. 4

    Choose the deals that matter, give each a one-line risk, an owner and a date, then rewrite the commentary in your own words.

  5. 5

    Delete the guide page, then share the document or present it on your forecast call.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Can I use this for monthly or quarterly reports?

Yes. The logic is the same: attainment, cover, forecast, activity and a plan. Change the period, widen the dates and keep the arithmetic consistent across pages.

How do I keep commit and closed bookings apart?

Report closed-won first, then add commit and best case as separate lines, as the sample does. Never fold them into one total, or the forecast call will argue about the number.

Are the company, people and figures real?

No. Underhill Systems, every person and every figure are fictional sample data made up for the example. Replace them with your own before you share the report.

  • #weekly-sales-report
  • #sales-report
  • #sales-pipeline
  • #sales-forecast
  • #team-lead
  • #google-docs
  • #free-template

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